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Added 15 mins ago
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Private Banking Advisor
RBC
Ottawa, ON
- Full-time
Please Note: This is an opportunity for candidate to express their interest in current and future Private Banking Advisor positions across the Ontario North East region.
Added 15 mins ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
· Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 1 hour ago
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Financial Advisor
RBC
NS
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 hour ago
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Client Advisor
RBC
St. Marys, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 9 hours ago
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Associate Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products…
Added 18 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 1 day ago
MW
Associate - Business Development & Wealth Management
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…relationships, and business development skills needed to grow as an advisor. With mentorship, access to an established platform, and the opportunity to build ownership in the client…
Added 2 days ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Mississauga, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 2 days ago
AC
Senior Accountant, Assurance and Accounting, Public Companies
ACCA Careers
Mississauga, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 2 days ago
AC
Accountant, Assurance and Accounting (September 2027)
ACCA Careers
Cornwall, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 2 days ago
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Senior Wealth Advisor
ATB
Innisfail, AB · Red Deer, AB · Rocky Mountain House, AB
- Full-time
…award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies. You are the architect of your clients’…
Added 2 days ago
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Senior Wealth Advisor
ATB
Grande Prairie, AB
- Full-time
…award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies. You are the architect of your clients’…
Added 2 days ago
RD
Branch Operations Manager
RBC Dominion Securities
Guelph, ON
- Full-time
The RBC Dominion Securities is seeking a Branch Operations Manager. You'll be the operational backbone of the branch, providing strategic and administrative leadership to the Branch…
Added 2 days ago
RD
Senior Associate
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 2 days ago
RB
Client Advisor
Royal Bank of Canada
South Cypress, MB · GLENBORO-SOUTH CYPRESS, Manitoba
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 days ago
RB
Financial Advisor
Royal Bank of Canada
Barrie, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 2 days ago
MC
Director, Specialized Operations
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
…business leaders, the Director builds future capability, improves Advisor and Member experience, and delivers measurable efficiency, quality and growth…
Added 2 days ago
RB
Branch Operations Manager
Royal Bank of Canada
Guelph, ON
- Full-time
The RBC Dominion Securities is seeking a Branch Operations Manager. You'll be the operational backbone of the branch, providing strategic and administrative leadership to the Branch…
Added 2 days ago
RB
Senior Associate
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 2 days ago
RB
Client Advisor
Royal Bank of Canada
Greenstone, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 days ago
RB
Banking Advisor
Royal Bank of Canada
St. Marys, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 days ago
R
Client Advisor
RBC
Glenboro, MB
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 days ago
NR
Analyst - Wealth Services
North Road Investment Counsel
AB · Edmonton, AB
- Full-time
…portfolio operations, reporting, reconciliation, transfers, and advisor…

Desjardins

Associate Wealth Management Advisor

Montreal, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 10, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You actively help develop and maintain business relationships with clients. You drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:

Establish an advisory relationship by identifying current and potential needs and supporting client retention
Set goals and advise members and clients on the best solutions and strategies
Analyze and meet complex client needs, handle requests and follow up as needed
Collect, compile and analyze data. Prepare reports and recommendations
Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

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

Benefits apply based on eligibility criteria.

What you bring to the table

General college diploma in a related field
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Proficiency of French, both oral and written
Knowledge of French is required for positions in Quebec

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

At 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.

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-9

Apply About employer

More about this job

Responsibilities

The Associate Wealth Management Advisor develops and maintains business relationships while selling securities products and services to meet client needs. They analyze complex client requirements, oversee portfolios, and provide personalized financial solutions to drive business objectives.

Requirements

Candidates must possess a general college diploma in a related field and at least three years of relevant experience. Proficiency in French is required for this position located in Quebec.

Skills

Wealth management
Sales
Portfolio management
Financial advisory
Risk management
Interpersonal savvy
Data analysis
Reporting
Customer satisfaction
Market trend monitoring
Negotiation
Business development
Securities products
Mutual funds
Exchange-traded funds

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Securities
Mutual Funds
Exchange-Traded Funds
Structured Products
Portfolio Management
Financial Advisory
Risk Management
Business Development
Client Retention
Data Analysis
Reporting
Customer Service
Market Trends
Negotiation
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Financial Services

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