Wealth Management Advisor

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Job Overview

As a wealth management advisor, you serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an advisor for the 360° wealth management approach—including savings and investments (group and personal) and the banking offer—providing premium support. You work closely with a team of professionals and specialized partners, and you must possess strong interpersonal and communication skills. Your client base consists mainly of high‑income earners, professionals and business owners with complex, specific needs. You balance member/client satisfaction with sound risk and compliance management, while rigorously implementing our business model, offerings and delivery. You represent Desjardins and negotiate product and service terms, ensuring opportunities for growth.

Responsibilities

• Drum up new business and develop the full potential of existing members and clients.
• Set goals and advise members and clients on the best strategies.
• Develop a comprehensive 360° offering based on member and client needs.
• Actively contribute to meeting sales objectives by creating action plans based on the business plan.
• Stay up-to-date on market trends and best practices in your field.
• Play an active role in promotional and public‑relations activities and maintain a presence in the business community.

Requirements

• Bachelor’s degree in a related field.
• Minimum of four years of relevant experience.
• Other combinations of qualifications and experience may be considered.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

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.

Attributes

• Action oriented
• Customer Focus
• Embrace differences
• Drive results
• Interpersonal savvy
• Nimble learning

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We are 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. We have zero tolerance for discrimination of any kind, and our teams reflect the diversity of the members, clients and communities we serve.

Job Details

Location: Victoriaville, Quebec, Canada
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job family: Member/client sales and service
Job function: Finance and Sales
Industries: Banking

Additional Information

If there’s something we can do to 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!

Usability

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