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.

Your role is to 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. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments.

You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement. Stay up-to-date on the financial services industry, market trends and best practices in your field.

Participate in outreach activities and represent the caisse in the community.



Competitive salary and annual bonus ~4 weeks of flexible vacation starting in the first year ~ Defined benefit pension plan that provides predictable, secure income throughout retirement ~ Reimbursement of health and wellness expenses and telework equipment Bachelor's degree in a related field Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. 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.

We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

📌 Wealth Management Advisor (Montreal)
🏢 Desjardins Group
📍 Montreal