Advisor in Wealth Management Services
Desjardins • saint jean sur richelieu, montérégie • Posted June 14, 2026
About the Role
Enhance client wealth strategies as an Advisor in Wealth Management Services at Desjardins. Provide expert advice and establish trusting relationships with members and clients.
This advisor role entails working closely with clients to assess their financial aspirations and deliver tailored solutions, including investments and insurance products. Your proactive approach will ensure high satisfaction while helping improve business outcomes. You'll also participate actively in community outreach, reinforcing the Desjardins brand.
Key Responsibilities:
• Collaborate with clients for tailored financial advice
• Evaluate and enhance member satisfaction regularly
• Remain informed on market trends and best practices
• Actively represent Desjardins within the community
• Manifest customer focus and drive impactful results
Requirements:
• Bachelor’s degree in a relevant field
• Minimum one year wealth management experience
• Autorité des marchés financiers certi...
This advisor role entails working closely with clients to assess their financial aspirations and deliver tailored solutions, including investments and insurance products. Your proactive approach will ensure high satisfaction while helping improve business outcomes. You'll also participate actively in community outreach, reinforcing the Desjardins brand.
Key Responsibilities:
• Collaborate with clients for tailored financial advice
• Evaluate and enhance member satisfaction regularly
• Remain informed on market trends and best practices
• Actively represent Desjardins within the community
• Manifest customer focus and drive impactful results
Requirements:
• Bachelor’s degree in a relevant field
• Minimum one year wealth management experience
• Autorité des marchés financiers certi...