Advisor, Wealth Management, Segmentation Préretraite-FR

📌 As an advisor in wealth management at Segmentation Préretraite at Caisse Desjardins de Sainte-Foy, you are responsible for developing and maintaining a trust-based business relationship with members and clients to ensure their satisfaction. Your role involves listening to the needs of members and clients, providing tailored financial advice, and guiding them in choosing appropriate solutions to achieve their financial goals. You are responsible for a client base consisting of individual members and business owners, and you establish a privileged relationship with them. Mastery of interpersonal relationships is therefore an essential skill. You develop strategies and propose offers related to investment, financing, and protection, leveraging your ability to achieve results. Your expertise ensures the consistency between client satisfaction, business objectives, sound and prudent risk management, and profitability. You maintain collaborations with various partners and experts to propose integrated strategies in response to the needs of members and clients. More specifically, you will be involved in:

• Advising members and clients on the best strategies and determining the desired outcomes with them.
• Acting as the business relationship manager, evaluating client satisfaction and service quality, ensuring follow-ups, and recommending necessary improvements.
• Staying informed about financial news, market trends, and best practices in your field.
• Performing various representation activities and participating in the presence of the institution in the community.

What we offer

• Competitive salary and annual bonus
• 4 flexible weeks of vacation starting in the first year
• Defined benefit pension plan that ensures a predictable and stable income throughout retirement
• Collective insurance plan including telemedicine services
• Reimbursement of health, wellness, and telework equipment expenses
• Benefits are applicable based on eligibility criteria.

What you will bring

• Bachelor's degree in an appropriate discipline
• At least one year of relevant experience
• Please note that other combinations of education and relevant experience may be considered
• Certificate of Representative in Collective Savings – Financial Markets Authority
• Proficiency in French required
• Knowledge of financial, economic, political, and legislative news
• Specialized knowledge in tax, financial, and succession matters for individual members and businesses
• Knowledge of all products and services intended for Caisse members and those offered by Desjardins Entreprises, its components, and Desjardins' distribution networks and competitors
• Knowledge of debt management
• Knowledge and understanding of compliance with laws on the distribution of financial products and services
• Knowledge of the philosophy and functioning of a financial services cooperative
• Knowledge of policies, legislation, and standards related to products and services offered by the Caisse
• Knowledge of Desjardins' business process and service standards

Appreciate differences, Learn with agility, Be client-oriented, Be action-oriented, Master interpersonal relationships, Achieve results

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Union (if applicable)

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming all individuals, considering and valuing them for who they are, enriching ourselves with their differences and uniqueness, and, most importantly, offering them a work environment where they will feel at home. For us, discrimination, in any form, is a zero-tolerance policy! We believe in the importance of our teams reflecting the diversity of our members, our clients, and the communities we serve.

If you need assistance to make the recruitment process or the position more accessible, please let us know. Accommodations will be offered to individuals who request them at any stage of the recruitment process.

Job Family

Member and Client Services - Sales (GF)

Closing Date 2026-07-26