Wealth Management Advisor

October 09, 2019

(Work place: Saint-Bruno-de-Montarville)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-08Recognized as a prestigious employer, the Caisse Desjardins du Mont-Saint-Bruno boasts 55 passionate employees motivated by challenges, skills development, team spirit, recognition and the Health and Well-Being Program created just for them.Very involved in its community, the Caisse Desjardins du Mont-Saint-Bruno is a key economic player in the Saint-Bruno and Saint-Basile-le-Grand region, serving more than 19,000 members in its two service centres. Its business volume exceeds one billion, six hundred sixty million dollars ($1,660,000,000), including $633 million in personal and business loans. Savings total $1.03 billion (balance sheet and off-balance sheet savings) and its market is recognized for its strong business development potential.The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed mainly of individual members and businesses, business owners, rental property owners, and real estate investors, generally with savings of 150,000 dollars to 250,000 dollars. He or she promotes and sells products and services and stimulates business growth. The incumbent represents, engages, and negotiates on behalf of the caisse in agreements that have a significant impact on the caisse. He or she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.

Main Responsibilities

  • Solicit, develop and maintain personalized business relationships with current and potential clients in order to promote and sell Desjardins products and services.
  • Assume responsibility for the portfolio by serving as the primary link between the caisse and members and clients. Ensure that products and services are appropriately used and updated and maintain satisfaction levels. Analyze sources of dissatisfaction and recommend solutions.
  • Identify and analyze member and client needs, develop customized solutions and prepare an integrated service offer. Negotiate applicable conditions with members and clients.
  • Recommend strategies and solutions to reach caisse objectives such as increased sales volumes, sound risk management, portfolio profitability and improved business relations.
  • Identify opportunities for business development to maintain the competitiveness of products and services.
  • Carry out various promotional activities related to caisse operations. Take part in public relations activities and provide a presence in the business community.
  • Be attentive to the needs of members and clients in order to ensure their full satisfaction, pinpoint business opportunities, and as required, refer them to individuals who can meet their needs.
  • Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial services. Ensure sound and prudent risk management for the portfolio under his/her responsibility.

Other working conditions

  • Schedule: Monday to Friday. You may be required to work two evenings per week at one of our two service centres.
  • Travel: Be available on occasion to meet with members at the Saint-Basile-le-Grand service centre.
  • Number of job available: 1


  • Bachelor's degree in a related field
  • 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 financier
  • For vacant positions available in Quebec, please note that knowledge of French is required 

Specific knowledge

  • Knowledge of current financial, economic, political and legislative events
  • Knowledge of analysis of individual markets, business leaders, and the caisse's external environment
  • Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners
  • 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
  • Knowledge of service standards

Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins du Mont-Saint-Bruno

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

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