About This Opportunity: Wealth Management Advisor (Richelieu)
Desjardins is currently seeking a Wealth Management Advisor (Richelieu) to join their team in Richelieu.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
-
•
No specific education requirements
Required Experience
-
•
date on the financial services industry, market trends and best practices in your field.
\n
Participate in outreach activities and represent the caisse in the community. What we offer* Competitive salary and annual bonus 4 weeks of versatile 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. What you bring to the table 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 Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required 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 Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Trade Union (If applicable) At Desjardins, we believe in equity, diversity and inclusion.
\n
We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
\n
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
\n
Job Family
\n
Member/client sales and service (FG) Unposting Date 2026
Position DetailsKey Responsibilities
-
•
Effectively perform assigned job duties
-
•
Maintain safety and cleanliness in the workplace
-
•
Work effectively with team members
-
•
Follow company policies and procedures
-
•
Perform tasks according to quality standards
Qualifications
-
•
Reliability and punctuality
-
•
Ability to work independently and in a team
-
•
Strong work ethic and positive attitude
-
•
Ability to follow instructions
Why Join Desjardins?Desjardins offers a supportive work environment in Richelieu, where employees can grow and develop their skills. This Wealth Management Advisor (Richelieu) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for Wealth Management Advisor (Richelieu) at Desjardins in Richelieu.
Click the Apply button above to submit your application and take the next step in your career.
