Posted 5 months ago
Wealth management advisor
@ Desjardins
Vaudreuil-Dorion, Quebec
Overview
Desjardins is hiring a wealth management advisor in Western Montérégie. The role listens to members and clients, offers financial solutions for their financing, investment, estate and tax needs, and builds personalized wealth strategies. The posting offers a competitive salary with annual bonus, a hybrid arrangement and a defined benefit pension plan.
Responsibilities:
- Aider les membres à répondre à leurs besoins en financement et en placement
- Intégrer la planification successorale et la protection du patrimoine
- Gérer les relations d'affaires et évaluer la qualité du service
- Élaborer une stratégie patrimoniale personnalisée
- Suivre les nouvelles du secteur et les tendances du marché
Requirements summary:
- Expérience en services financiers ou conseil patrimonial
- Sens de l'écoute et du service à la clientèle
- Connaissance des produits financiers et de la fiscalité
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-05-26
- First seen by our source
- 2026-10-10
- Source record updated
- 2026-10-18
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Business development |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: minimal |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Performance bonus, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Desjardins
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
- LinkedIn followers
- 379,882
- People associated on LinkedIn
- 43,673
- Reported office locations
- 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
- 11 King St W, Toronto, ON M5H 4C7, CA
- 110 9 Ave SW, Calgary, AB T2P 0T1, CA
- 1 Complexe Desjardins, Montreal, QC H2X, CA
- Business categories
- Banking
- InsurTech
- Insurance
- Financial Services
- Other recorded names
- Desjardins
- Specialties
- Services financiers
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Lévis, Québec |
| Organization type | Privately Held |
| Specialties | Services financiers |
| Open jobs on Jobsy | 124 |
| View page |
Several opportunities are currently available in Western Montérégie
📍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.
#LI-Hybrid
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)Journal
Only you can see this. Kept on this device, and in your account when you sign in.