{"id":2755305,"url":"https://alion.io/job/desjardins-wealth-management-advisor-28","title":"Wealth Management Advisor","company":{"id":8073,"name":"Desjardins","domain":"desjardins.com","url":"https://alion.io/company/desjardins","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":90,"open_postings":22,"ghost_share":0,"stale_share":0.591,"repost_share":0,"time_to_fill_p50_days":16,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Saint-Hyacinthe, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":57000,"max_usd":99000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":456},"experience_years_min":6,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-15T00:00:00Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-30T09:59:49Z","board_verified":true,"closed_at":null,"days_open":15,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":15},"description":"As a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premium support to members and clients. You carry out and follow up on strategies. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management and compliance with practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach. More specifically, you will be required to:\nMaintain high-quality personalized business relationships to maximize the potential of existing members and clients.\nAnalyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.\nRecommend strategies and solutions to the senior advisor when developing plans.\nMonitor market movements and trends likely to influence members’ and clients’ investments\nTake part in a range of promotional activities including speaking events, information sessions and other special events.\nWhat we offer*\nCompetitive salary and annual bonus\n4 weeks of flexible vacation starting in the first year\nDefined benefit pension plan that provides predictable, stable income throughout retirement\nGroup insurance including telemedicine\nReimbursement of health and wellness expenses and telework equipment\n* Benefits apply based on eligibility criteria.\nWhat you bring to the table\nBachelor's degree in a related field\nA minimum of six years of relevant experience\nPlease note that other combinations of qualifications and relevant experience may be considered\nKnowledge of French is required\nAction oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learningEquity, Diversity, Inclusion and Accessibility\nAt Desjardins, we believe in equity, diversity and inclusion. 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.\nIf 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!\nTrade Union (If applicable)\nJob Family\nMember/client sales and service (FG)Unposting Date\n2026-11-4","description_format":"text","description_chars":3225,"description_truncated":false,"requirements":{"experience_years_min":6,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"French","level":"All levels","optional":false}]},"benefits":["Equity"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Property & Casualty Insurance","Credit Unions & Cooperative Banks","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-10-17T01:40:19Z"}],"visa":[],"liveness":{"score":48,"band":"ok","label":"Likely open","p_open":1,"p_active":0.639,"p_room":0.75,"age_days":15,"expected_fill_days":16,"reasons":["conf:1","stale_co","wave","velocity","win:late","comp:brand"],"computed_at":"2026-10-30T05:48:23Z"},"pay":null,"html_url":"https://alion.io/job/desjardins-wealth-management-advisor-28","json_url":"https://alion.io/job/desjardins-wealth-management-advisor-28.json","meta":{"generated_at":"2026-10-30T11:14:47Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16128,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-31T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":8073},"rest":"https://alion.io/mcp/rest/get_company?id=8073"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fdesjardins-wealth-management-advisor-28"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fdesjardins-wealth-management-advisor-28"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fdesjardins-wealth-management-advisor-28"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/desjardins-wealth-management-advisor-28\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fdesjardins-wealth-management-advisor-28"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2755305}},{"tool":"search_jobs","arguments":{"company":"desjardins.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2755305},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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