Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help affluent clients achieve their financial goals with tailored advice and strategies.
- Company: Join Desjardins, a leader in wealth management with a strong community presence.
- Benefits: Enjoy competitive salary, flexible vacation, pension plan, and health reimbursements.
- Why this job: Make a real impact on clients' lives while working in a dynamic team environment.
- Qualifications: Bachelor's degree and five years of relevant experience required; bilingualism is a must.
- Other info: Opportunities for professional growth and networking in the business community.
The predicted salary is between 21600 - 36000 £ per year.
Social network you want to login/join with:
As a wealth management advisor, you serve, solicit, develop and maintain business relationships with affluent members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an advisor for the 360° wealth management approach, namely for savings and investments (group and personal savings) and the banking offer, providing members and clients with premium support. You work closely with a team of professionals and specialized partners from various fields. Interpersonal savvy and communication skills are therefore essential. You work with a client base made up mainly of high-income earners, professionals and business owners with complex, specific needs. The complex nature of the work and initiatives requires extensive knowledge of your line of business. You balance member/client satisfaction, objectives, sound and prudent risk and compliance management, and rigorous implementation of the business model, its offerings and delivery.You represent Desjardins and enter the organization into agreements with members and clients. You have leeway and opportunities to establish and negotiate product and service terms. More specifically, you will be required to:
Drum up new business and develop the full potential of existing members and clients
Set goals and advise members and clients on the best strategies
Develop a comprehensive 360° offering based on member and client needs
Actively contribute to meeting sales objectives by developing action plans based on the business plan
Stay up-to-date on market trends and best practices in your field
Play an active role in promotional and public relations activities and maintain a presence in the business 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
What you bring to the table
Bachelor\’s degree in a related field
A minimum of five years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mandatory bilingualism
As a wealth management advisor, you serve, solicit, develop and maintain business relationships with affluent members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an advisor for the 360° wealth management approach, namely for savings and investments (group and personal savings) and the banking offer, providing members and clients with premium support. You work closely with a team of professionals and specialized partners from various fields. Interpersonal savvy and communication skills are therefore essential. You work with a client base made up mainly of high-income earners, professionals and business owners with complex, specific needs. The complex nature of the work and initiatives requires extensive knowledge of your line of business. You balance member/client satisfaction, objectives, sound and prudent risk and compliance management, and rigorous implementation of the business model, its offerings and delivery.You represent Desjardins and enter the organization into agreements with members and clients. You have leeway and opportunities to establish and negotiate product and service terms. More specifically, you will be required to:
Drum up new business and develop the full potential of existing members and clients
Set goals and advise members and clients on the best strategies
Develop a comprehensive 360° offering based on member and client needs
Actively contribute to meeting sales objectives by developing action plans based on the business plan
Stay up-to-date on market trends and best practices in your field
Play an active role in promotional and public relations activities and maintain a presence in the business 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
What you bring to the table
Bachelor\’s degree in a related field
A minimum of five years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Mandatory bilingualism
Communicates effectively, Drive results, Interpersonal Savvy
#LI-Hybrid
Trade Union (If applicable)
#J-18808-Ljbffr
Wealth Management Advisor employer: Desjardins
Contact Detail:
Desjardins Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Advisor
✨Tip Number 1
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet potential clients and other professionals. Building relationships in person can significantly enhance your chances of landing a role as a Wealth Management Advisor.
✨Tip Number 2
Stay updated on market trends and financial products. Being knowledgeable about the latest developments in wealth management will not only help you in interviews but also demonstrate your commitment to providing top-notch advice to clients.
✨Tip Number 3
Develop your interpersonal skills by engaging in activities that require effective communication and relationship-building. Consider joining local clubs or groups where you can practice these skills, as they are crucial for success in this role.
✨Tip Number 4
Research Desjardins thoroughly. Understand their values, mission, and the specific services they offer. Tailoring your approach to align with their organisational culture can make a significant difference when you're trying to impress during the hiring process.
We think you need these skills to ace Wealth Management Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and client relationship building. Use specific examples that demonstrate your ability to develop personalised strategies and achieve sales objectives.
Craft a Compelling Cover Letter: In your cover letter, emphasise your interpersonal skills and ability to communicate effectively with high-income clients. Mention your understanding of the 360° wealth management approach and how you can contribute to the company's goals.
Showcase Relevant Qualifications: Clearly list your qualifications, including your bachelor's degree and any relevant certifications, such as the mutual fund representative certificate. Highlight your bilingualism as it is mandatory for this role.
Demonstrate Market Knowledge: In your application, mention your awareness of current market trends and best practices in wealth management. This shows that you are proactive and committed to staying informed in your field.
How to prepare for a job interview at Desjardins
✨Showcase Your Interpersonal Skills
As a wealth management advisor, strong interpersonal skills are crucial. Be prepared to demonstrate your ability to build relationships and communicate effectively with high-income clients. Share examples from your past experiences where you successfully managed client relationships.
✨Demonstrate Market Knowledge
Stay up-to-date on current market trends and best practices in wealth management. During the interview, discuss recent developments in the financial sector and how they could impact clients' investment strategies. This shows your commitment to providing informed advice.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and decision-making skills. Think of specific situations where you had to develop tailored strategies for clients with complex needs, and be ready to explain your thought process.
✨Highlight Your Bilingualism
Since bilingualism is mandatory for this role, make sure to highlight your language skills during the interview. You might even want to switch between languages if appropriate, to demonstrate your fluency and comfort in both languages.
