Wealth management advisor
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Before you apply
LocationVaudreuil-Dorion; Napierville; Ormstown; Salaberry-de-Valleyfield
Work modehybrid
Typefull-time
DepartmentMember/client sales and service
Company size10,000+ people
PostedMay 27, 2026 · 5mo ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
Help members with their financing and investment needs
Incorporate estate planning and wealth protection
Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement
Develop a personalized wealth strategy aligned with members’ financial, tax and personal goals
Stay on top of financial services industry news, market trends and best practices in your field
Benefits
Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness reimbursement
Telework equipment reimbursement
Several opportunities are currently available in Western Montérégie
About the role
📍Make a real difference in the financial lives of our members.
💚As a financial professional, you’ll play a key role, listening attentively to our members and clients in order to help optimize their financial wellbeing.🎯You’ll be responsible for providing exceptional service, offering high-quality financial solutions that are adapted to their needs.More specifically, you will be required to:⤵️
Responsibilities
•
Help members with their financing and investment needs.
•
Incorporate estate planning and wealth protection.
•
Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
•
Develop a personalized wealth strategy aligned with members’ financial, tax and personal goals
•
Stay on top of financial services industry news, market trends and best practices in your field.
What we offer*
•
Competitive salary and annual bonus
•
4 weeks of flexible vacation starting in the first year
•
Defined benefit pension plan that provides predictable, stable income throughout retirement
•
Group insurance including telemedicine
•
Reimbursement of health and wellness expenses and telework equipment
* Benefits apply based on eligibility criteria.
About the company
At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member/client sales and service (FG)
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