Advise individual members and business owners full time on site through investments, loans, insurance, and tailored financial strategies. Build lasting, trusting relationships.

As a Wealth Management Advisor at Desjardins, you will understand financial needs, recommend suitable solutions, and support members’ and clients’ goals. You will balance satisfaction, business objectives, profitability, and prudent risk management. Interpersonal savvy and financial services knowledge are central to this work.

Key Responsibilities:

- Advise members and clients on appropriate financial strategies
- Identify expected results with members and clients
- Manage relationships and assess satisfaction and service quality
- Monitor industry developments, market trends,



and best practices
- Represent the caisse through community outreach activities

Requirements:

- Bachelor’s degree in a related field
- At least one year of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Other qualification and experience combinations may be considered

Use financial expertise, relationship management, and investment knowledge to serve Desjardins members and clients responsibly.

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