Wealth Management Advisor

July 19, 2019

(Work place: 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-08The 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.

The incumbent takes a long-term view to client relationships and is at ease making presentations to groups of people.

The Caisse Desjardins des Transports is the only provincial financial institution focused exclusively on serving passenger and freight transportation workers and companies.

Proud of its team of nearly 55 employees in four locations, the caisse offers a pleasant working environment where you’ll be part of a team that spares no effort to offer quality services and be its members’ #1 choice. 

The caisse also prioritizes employee wellness by being responsive to individual needs, with the creation, in particular, of a public transportation and carpooling program. It leverages talent development to promote internal mobility and relies on active employee engagement and participation to meet business challenges head on.

A strong believer in modern, innovative business solutions, it keeps a constant eye on the latest communication technologies. The caisse is proud to be actively involved in its community, with a number of innovative and socially responsible projects to its credit, including honey production thanks to the installation of a rooftop beehive at its head office. The caisse has also been a keen Réchaud-Bus partner for many years.  

The caisse serves over 19,800 members with a business volume of $1.5 billion. Its market is recognized for its bilingual clientele and strong business development potential.

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

  • Work schedule: 140 hours over 4 weeks spread over 20 days from Monday to Friday between 8 am and 5 pm
  • Number of job available: 1


  • Bachelor’s degree in a related field
  • A minimum of two years of relevant experience

Please note that other combinaisons of qualifications and relevant experience may be considered

  • Hold the Financial planning certificate from the Autorité des marchés financiers (AMF) and a Mutual fund representative certificate – Autorité des marchés financiers
  • 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
  • Independent speaker, upper intermediate knowledge of English (an asset)

Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

1717, rue du Havre Montréal

Trade Union


Unposting Date


Job Family

Member/client sales and service (FG)

Show More Jobs

Jobs Alert