Build client relationships at Desjardins through wealth management advising, portfolio oversight, and personalized securities solutions. This hybrid chance supports members and clients.

As an Associate Wealth Management Advisor, you serve, prospect for, solicit, and develop business relationships with members and clients. You help sell securities products through distribution channels, focusing on discretionary management, mutual funds, exchange-traded funds, and structured products. Your work balances sales objectives, prudent risk management, profitability, and client satisfaction.

Key Responsibilities:
Establish advisory relationships and support client retention
Set goals and recommend appropriate solutions and strategies
Analyze complex needs, handle requests,



and follow up
Collect data, prepare reports, and develop recommendations
Oversee portfolios and improve service quality as needed

Requirements:
General college diploma in a related field
Minimum three years of relevant experience
Other qualification and experience combinations may be considered
French proficiency, both oral and written
French required for positions in Quebec

Apply wealth management, securities knowledge, and interpersonal savvy while developing integrated client solutions at Desjardins.

📌 Associate Wealth Management Advisor Montreal
🏢 Desjardins Technology Group
📍 Montreal