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 help them achieve their financial goals. You primarily support a clientele consisting 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 needed. Strong interpersonal skills are therefore an essential competence. Your expertise allows you to balance member and client satisfaction, business objectives, prudent risk management, and profitability. You collaborate with various partners and experts to propose integrated strategies in response to members and clients' needs. 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 member and client satisfaction and service quality, following up, 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 bonuses
• 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.

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 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 offered to Caisse members and those provided by Desjardins Entreprises, its components, and its distribution networks, as well as those of the competition
• Knowledge and understanding of compliance with laws governing the distribution of financial products and services
• Availability to work evenings up to 20 hours per week

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

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Union (if eligible)

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, above all, 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, our 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 provided 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