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Wealth Management Advisor

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Desjardins
πŸ“ saint anselme, Canada
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Location saint anselme
πŸ“…
Posted May 31, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

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.

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.

Wh...

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πŸ“ Location Details

πŸŒ†
City
saint anselme
πŸ—ΊοΈ
Country
Canada
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Commute
Local Area

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