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Wealth Management Advisor, Service Signature

Desjardins
Location 📍 Ottawa, Canada
Posted 📅 March 19, 2026
Work Type ⏰ Full-time

Position Overview

As a wealth management advisor at , you serve, solicit, develop and maintain business relationships with affluent Signature Service 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 managem...

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Job Details

Employment Type
Full-time
📊
Category
Financial Specialists
🏠
Work Arrangement
On-site
📍
Location
Ottawa, Canada