As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You actively help develop and maintain business relationships with clients.You drive results by reviewing complex information requests and promoting and selling products and services based on your unit's business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients.You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:ResponsibilitiesEstablish an advisory relationship by identifying current and potential needs and supporting client retentionSet goals and advise members and clients on the best solutions and strategiesAnalyze and meet complex client needs, handle requests and follow up as neededCollect, compile and analyze data. Prepare reports and recommendationsOversee portfolios.Assess customer satisfaction and service quality, follow up and make improvements as neededMonitor the industry to stay on top of the latest trends,



opportunities and best practices in your field.What we offerCompetitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, reliable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteria.What you bring to the tableGeneral college diploma in a related fieldA minimum of three years of relevant experienceProficiency of French, both oral and writtenKnowledge of French is required for positions in QuebecAction orientedCustomer FocusDifferencesDrive resultsInterpersonal SavvyNimble learningEquityDiversityInclusionAccessibilityEquity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. We're 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.At Desjardins, we have zero tolerance for discrimination of any kind. 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. Just ask!Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. 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. Pursuing a career at Desjardins means being part of an organization that puts people first.Job Family Member/client sales and service (FG)Trade Union (If applicable)#LI-Hybrid

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