Posted 4 days ago
Wealth Management Advisor
@ Caisse Desjardins de Rouville
Canada
Overview
Caisse Desjardins de Rouville is hiring a full-time Wealth Management Advisor to build lasting client relationships and recommend investments, loans and insurance products to affluent individuals and business owners. The role involves advising on financial goals, managing client satisfaction and representing the caisse in the community. The posting requires French and advanced English, travel within the Rouville territory, and availability five days a week including evenings. It offers a competitive salary with annual bonus, four weeks of flexible vacation and a defined benefit pension plan.
Responsibilities:
- Advise members and clients on financial strategies and expected results
- Manage client relationships and assess service quality
- Stay current on financial services industry and market trends
- Take part in community outreach for the caisse
Requirements summary:
- Bachelor's degree in a related field
- Minimum two years of relevant experience
- AMF mutual fund representative certificate
- Knowledge of French required
- Advanced English proficiency
- Available five days a week including evenings and to travel within Rouville territory
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-02
- First seen by our source
- 2026-10-29
- Source record updated
- 2026-11-05
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business development |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Schedule | day, evening |
| Travel | air: none · ground: moderate |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French, English |
| Education | Bachelor’s degree (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Caisse Desjardins de Rouville
| Field | Value |
|---|---|
| Open jobs on Jobsy | 3 |
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 affluent individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. 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
* Benefits apply based on eligibility criteria.
What you bring to the table
- Bachelor's degree in a related field
- A minimum of two years 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
- Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Available for travel within the Rouville Caisse territory
- Available 5 days a week including evenings
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
2026-11-29Journal
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