Advisor, Wealth Management-FR

As an Advisor, Wealth Management at Caisse Desjardins de L'Érable, 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 primarily support a clientele composed of pre-retirees and retirees, focusing on their savings and investment needs. In a comprehensive approach to their financial situation, you consider all their needs, including financing and protection, to ensure the consistency of recommended strategies and refer to the right partners when necessary. Mastery of interpersonal relationships is therefore an essential skill. Your expertise ensures the balance between member and client satisfaction, business objectives, sound and prudent risk management, and profitability. You collaborate with various partners and experts to propose integrated strategies in response to the needs of members and clients. More specifically, you will be required to:

• Advise members and clients on the best strategies and determine the desired outcomes with them.
• Act as the business relationship manager, evaluate member and client satisfaction and service quality, follow up, and recommend necessary improvements.
• Stay informed about financial news, market trends, and best practices in your field.
• Perform various representation activities and participate in the caisse's presence in the community.

What we offer

• Competitive salary and annual bonuses
• 4 flexible weeks of vacation from the first year
• Defined benefit pension plan that ensures a predictable and stable income throughout retirement
• Collective health insurance plan including telemedicine services
• Reimbursement of health, well-being, 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
• Knowledge of French is required
• Knowledge of financial, economic, political, and legislative news
• Specialized knowledge in tax, financial, and succession matters for individual and corporate members
• 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 and understanding of compliance with laws on the distribution of financial products and services
• Availability to work one evening per week until 8 PM

Appreciate differences, Learn with agility, Be client-oriented, Be action-oriented, Master interpersonal relationships, Aim for 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 that our teams should reflect the diversity of our members, clientele, 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.

Job Family

Member and Client Services - Sales (GF)

Closing Date 2026-07-26