Wealth Management Advisor
Listed on 2026-02-28
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Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
As 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.
You 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 and make their projects happen. You work closely with mass-affluent individuals, businesses and business owners across all life stages. Your client base has high business development potential. Interpersonal savvy is therefore essential. You prepare comprehensive financial plans, targeted investment and financing strategies and insurance offers for your clients.
You serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers and tax strategies. You also serve as a resource person for your team at the caisse. You use your expertise to support the financial empowerment of members and clients and to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You promote digital solutions and help members and clients start using them.
As needed, you carry out financial transactions for members and clients. You also listen to their needs and present self-serve solutions for their future transactions. You work with partners and specialists to design integrated strategies that meet the needs of members and clients. You identify business opportunities and direct members and clients to your colleagues or to other entities for their specialized or day-to-day needs.
More specifically, you will be required to:
Advise members and clients on the best strategies and determine target outcomes.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay on top of financial services industry news, market trends and best practices in your field so you can identify business development opportunities.
Participate in outreach activities and be present in the community.
Conduct onsite visits of the businesses you serve.
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
*
#LI-Hybrid
What you bring to the table
Bachelor's degree in a related field
A minimum of four years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Financial Planner Certificate and mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Trade Union (If applicable)
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