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Desjardins

Wealth Management Advisor

Thetford Mines, QC, Canada
Caisse Desjardins de la Région de Thetford, Canada

Job type: Full-time
Apply by: Oct 20, 2026
Posting language: English
Posted: Sep 28, 2026

Apply About employer

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Original job description

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:

Advise members and clients on the best strategies and work with them to identify expected results.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Participate in outreach activities and represent the caisse 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 provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

What you bring to the table

Bachelor's degree in a related field
A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

Knowledge of current financial, economic, political and legislative events
Specialized knowledge of tax, financial and succession issues for individuals and businesses
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of the Desjardins business processes

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-19

Apply About employer

More about this job

Responsibilities

Build and maintain trusted relationships with individual and business clients, assess their financial needs, and recommend suitable investment, loan, insurance, and integrated financial strategies. Monitor client satisfaction and service quality, stay informed about industry and market developments, and represent the caisse in community outreach activities.

Requirements

A bachelor's degree in a related field and at least one year of relevant experience are required, although equivalent combinations of qualifications and experience may be considered. The role requires a mutual fund representative certificate, French-language knowledge, and expertise in financial products, tax and succession matters, debt management, regulatory compliance, and cooperative financial services.

Skills

Financial Advice
Relationship Management
Investment Recommendations
Loan and Insurance Products
Financial Planning
Tax Planning
Succession Planning
Debt Management
Risk Management
Client Satisfaction
Customer Service
Market Trend Analysis
Regulatory Compliance
Interpersonal Skills
Results Orientation
Community Outreach

Benefits

Competitive Salary
Annual Bonus
Flexible Vacation
Defined Benefit Pension Plan
Group Insurance
Telemedicine
Health and Wellness Expense Reimbursement
Telework Equipment Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Financial Advice
Investment Products
Loans
Insurance Products
Financial Planning
Tax Planning
Succession Planning
Debt Management
Mutual Fund Representative Certificate
Risk Management
Regulatory Compliance
Financial Products and Services Distribution
Cooperative Financial Services
Market Trends
Business Owners
Community Outreach
Desjardins Business Centres
Caisse

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