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Wealth Management Advisor

@ Caisse Desjardins du Sud-Ouest de la Montérégie

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Canada

HybrideTemps plein2+ ans d’expérience
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En bref

Caisse Desjardins du Sud-Ouest de la Montérégie is hiring a Wealth Management Advisor for a full-time role. The advisor builds lasting client relationships with affluent individuals and business owners, recommends investments, loans and insurance products, and represents the caisse in the community. The posting states a competitive salary with annual bonus, four weeks of flexible vacation, a defined benefit pension plan, and group insurance including telemedicine.

Responsabilités :

  • Conseiller les membres et clients sur des stratégies financières
  • Gérer les relations d'affaires et évaluer la satisfaction
  • Se tenir à jour sur l'industrie des services financiers
  • Participer aux activités de rayonnement communautaire

Résumé des exigences :

  • Baccalauréat dans un domaine connexe
  • Minimum de deux ans d'expérience pertinente
  • Certificat de représentant en fonds communs de placement (AMF)
  • Connaissance du français requise

Outils et compétences

Risk managementFinancial markets

Avantages mentionnés

Régime de retraiteCongés payés
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-11-05
Première détection par notre source
2026-11-02
Mise à jour du dossier source
2026-11-09

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineDéveloppement des affaires
Expérience2 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesFrench
Permis et certificationsMutual fund representative certificate (Autorité des marchés financiers)
FormationBaccalauréat (exigé)
Avantages mentionnésCongés payés généreux, Horaire flexible, Régime de retraite, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Caisse Desjardins du Sud-Ouest de la Montérégie

Toutes ses offres
ChampValeur
Offres sur Jobsy1
Description

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 work closely with a client base consisting of affluent individual members and business owners. Interpersonal savvy is therefore essential. 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. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:

  • Advise members and clients on the best strategies and work with them to identify expected results.
  • 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.

What we offer*

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

  • Bachelor's degree in a related field
  • A minimum of two years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Mutual fund representative certificate – Autorité des marchés financiers
  • 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'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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-16

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