Wealth Management Advisor job opportunity at Desjardins Group.

Home Jobs In Canada Tag: Job Wealth Management Advisor position at Desjardins Group


DateMore Than 30 Days Ago bot
Desjardins Group Wealth Management Advisor
Experience: General
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeOND
loacation Vaudreuil-Dorion, Canada
loacation Vaudreuil-Dori..........Canada

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals and make their projects happen. You work closely with mass-affluent individuals, businesses and business owners across all life stages. Your client base has high business development potential. Interpersonal savvy is therefore essential. You prepare comprehensive financial plans, targeted investment and financing strategies and insurance offers for your clients. You serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers and tax strategies. You also serve as a resource person for your team at the caisse. You use your expertise to support the financial empowerment of members and clients and to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You promote digital solutions and help members and clients start using them. As needed, you carry out financial transactions for members and clients. You also listen to their needs and present self-serve solutions for their future transactions. You work with partners and specialists to design integrated strategies that meet the needs of members and clients. You identify business opportunities and direct members and clients to your colleagues or to other entities for their specialized or day-to-day needs. More specifically, you will be required to: Advise members and clients on the best strategies and determine target outcomes. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement. Stay on top of financial services industry news, market trends and best practices in your field so you can identify business development opportunities. Participate in outreach activities and be present in the community. Conduct onsite visits of the businesses you serve. What we offer* Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment *  Benefits apply based on eligibility criteria. #LI-Hybrid   What you bring to the table Bachelor's degree in a related field A minimum of three years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Action oriented, Complexity, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning, Tech savvy Trade Union (If applicable) At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask! Job Family Member/client sales and service (FG) Unposting Date 2026-02-13

Other Ai Matches

Senior Advisor, IT Security Applicants are expected to have a solid experience in handling IT Security related tasks
Advisor, Investment and Financing Applicants are expected to have a solid experience in handling Investment and Financing related tasks
Advisor, Investment and Financing Applicants are expected to have a solid experience in handling Investment and Financing related tasks
Senior Advisor, Securities Applicants are expected to have a solid experience in handling Securities related tasks
Senior Advisor, IT architecture Applicants are expected to have a solid experience in handling IT architecture related tasks
Wealth Management Advisor Applicants are expected to have a solid experience in handling Job related tasks
Personal Finance Advisor Applicants are expected to have a solid experience in handling Job related tasks
Disability Case Manager Applicants are expected to have a solid experience in handling Job related tasks
Practice Leader, Management support and expertise support Applicants are expected to have a solid experience in handling Management support and expertise support related tasks
Internship, Wealth Management Assistant Applicants are expected to have a solid experience in handling Wealth Management Assistant related tasks
Advisory Agent, Member and Client Experience Applicants are expected to have a solid experience in handling Member and Client Experience related tasks
Financial services Agent, Clientele Applicants are expected to have a solid experience in handling Clientele related tasks
Member and client experience advisory agent Applicants are expected to have a solid experience in handling Job related tasks
Wealth Management Advisor Applicants are expected to have a solid experience in handling Job related tasks
Financial services Agent, Clientele Applicants are expected to have a solid experience in handling Clientele related tasks
Advisory Agent, Member and Client Experience Applicants are expected to have a solid experience in handling Member and Client Experience related tasks
Wealth Management Advisor Applicants are expected to have a solid experience in handling Job related tasks
Data Scientist, Data valorization Applicants are expected to have a solid experience in handling Data valorization related tasks
Job opportunities in Call centers, B2B Finance and Insurance, Remote Applicants are expected to have a solid experience in handling B2B Finance and Insurance, Remote related tasks
Senior Advisor, Legal affairs Applicants are expected to have a solid experience in handling Legal affairs related tasks
Personal Finance Advisor Applicants are expected to have a solid experience in handling Job related tasks
Personal Finance Advisor Applicants are expected to have a solid experience in handling Job related tasks
Business analyst, Business strategies Applicants are expected to have a solid experience in handling Business strategies related tasks