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Added 22 days ago
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Property and Casualty Insurance Agent
Desjardins
Montréal, QC · Lévis, QC · Trois-Rivières, QC
- From $28.84 CAD / hour
Added 1 month ago
Advisory Agent, Member and Client Experience
Desjardins
Dolbeau-Mistassini, QC
Added 1 month ago
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Desjardins
Roberval, QC
Added 1 month ago
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Desjardins
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Desjardins
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Added 1 month ago
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Desjardins
Roberval, QC
Added 1 month ago
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Desjardins
Chibougamau, QC
Added 1 month ago
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Desjardins

Wealth management advisor

Richelieu, QC, Canada

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Job details

Posting language: English
Posted: Jun 12, 2026

Original job description

Several opportunities are currently available in Richelieu-Yamaska region📍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:⤵️

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.

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)

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

The wealth management advisor at Desjardins will listen to members and clients, then recommend financial solutions for their financing, investment and estate planning needs. The advisor also manages client relationships, follows up on satisfaction and keeps up with market trends.

Requirements

Candidates need a financial professional background, the ability to build personalized wealth strategies covering financial and tax goals, and knowledge of financial services industry news and best practices.

Skills

Financial planning
Investment advice
Estate planning
Wealth protection
Tax planning
Financing solutions
Needs assessment
Customer service
Market trend analysis
Relationship follow-up
Service quality assessment

Benefits

Four weeks of flexible vacation
Defined benefit pension plan
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

Keywords

wealth management
personal financial advisor
financial advisor
investment advisor
estate planning
wealth protection
financing
investment
financial planning
tax planning
Desjardins
financial services
member services
sales

Perks

Generous paid time off
Flexible hours
Retirement plan
Wellness program

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