Job Overview As a wealth management advisor, you’ll develop and maintain lasting and trusting relationships with affluent individual members and business owners, ensuring their satisfaction while balancing business objectives and prudent risk management.

Key Responsibilities - Advise members and clients on the best strategies and help them achieve expected results.
Manage business relationships, assess member/client satisfaction and service quality, and follow up to identify areas for improvement.
Stay current with the financial services industry, market trends, and best practices in your field.
Participate in outreach activities and represent the caisse in the community.

What We Offer - Market-competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan for predictable, stable retirement income
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment Required Qualifications - Bachelor’s degree in a related field
Minimum of two years of relevant experience (other combinations may be considered)
Mutual fund representative certificate – Autorité des marchés financiers (desired)
Fluency in French
Knowledge of current financial, economic, political and legislative events




Knowledge of analysis of individual markets, business leaders, and the caisse’s external setting
Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components, distribution networks, and competitors
Knowledge of debt management
Knowledge of compliance with legislation regulating distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation, and standards related to products and services offered by the caisse
Knowledge of the Desjardins business processes
Knowledge of service standards
Action oriented, customer focused, adaptable, results‑driven, interpersonal savvy, and nimble learning Equity, Diversity, Inclusion and Accessibility We believe in equity, diversity and inclusion. We have zero tolerance for discrimination and strive to provide a welcoming, respectful workplace. Accommodations are available at any stage of the recruitment process. Just ask!

Equal Employment Prospect (EEO) position.

📌 Wealth Management Advisor Nicolet (Canada)
🏢 Desjardins Group
📍 Canada