Wealth Management Advisor

December 03, 2020

(Work place: 2295, rue Jean-Talon Est Montréal)

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-07As 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.

General Information on the Position

Caisse Desjardins de Rosemont—La Petite-Patrie serves an urban market with strong business development potential in all areas (savings, loans and business banking). The caisse is committed to building effective and long-standing business relationships with its 31,166 members. The management philosophy is firmly focused on skills development and strongly encourages employees to participate in the various challenges facing the caisse as well as to be proactive.

Caisse de Rosemont—La Petite-Patrie has three service centres and a dynamic team of 65 unionized and non-unionized employees dedicated to assisting members realize their plans. Its assets stand at $980 million. It stands out through its clientele, which is half the age of the caisse network's average client.

Caisse de Rosemont–La Petite-Patrie is a dynamic caisse that has implemented a number of pilot projects and is known for its people-focused work environment. Employee development and providing member support are key values to the organization.

Interested in contributing to the success of Caisse de Rosemont–La Petite-Patrie? Apply to join this great team!

Main responsibilities

  • 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.

Other working conditions

  • Schedule: Monday to Friday and be available to work 1 evening a week

  • Number of jobs available: 1


  • 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

  • Be a licensed mutual fund representative

  • 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

  • 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

  • Knowledge of service standards

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Communicates effectively, Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins de Rosemont-La Petite-Patrie

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

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