Advisor, Wealth Management

As an advisor in wealth management at Caisse Desjardins de La Côte-de-Beaupré, 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. 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, conducting 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 caisse's presence 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 ensures a predictable and stable income throughout retirement
• Group insurance plan including telemedicine services
• Reimbursement of health, well-being, and telework equipment expenses
• *Benefits are subject to eligibility criteria.*
• #LI-Hybrid

What you 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 – Autorité des marchés financiers
• Proficiency in French is 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 operation 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

Equity, diversity, inclusion, and accessibility

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, providing them with a work environment where they will thrive. For us, discrimination in any form is a zero-tolerance policy! We believe that our teams should reflect the diversity of our members, 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 those who request them at any stage of the recruitment process.

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Union (if applicable)

Job family

Member and client services - sales (GF)

Closing date 2026-08-14