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Added 38 mins ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works…
Added 53 mins ago
TS
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD Securities
Toronto, ON
- Full-time
Develop an in-depth understanding of the GTB products and of client needs, competitive landscape, and trends in GTB industry to assist in identifying new opportunities
Added 1 hour ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 1 hour ago
DC
Senior Project Manager – Transportation/Traffic Engineering & Roadway Safety
Dillon Consulting Limited
Guelph, ON · Hamilton, ON · Kingston, ON · Kitchener, ON · Oakville, ON · Ottawa, ON · Toronto, ON · Vaughan, ON · North York, ON
- Full-time
…company are also rewarded with the opportunity to advance to Associate and Partner ownership levels and receive performance-informed profit…
Added 2 hours ago
LC
Associate Faculty - Clinical Nursing
Lambton College
Sarnia, ON
- Part-time
…for our local and global community and elevate student and client impacts at local, national, and international…
Added 3 hours ago
T
Associate, Transaction Banking Product Development
TD
Toronto, ON
- Full-time
The Associate, Transaction Banking Product Development is a member of the TB Product Transformation team and will report directly to the Director, TB Payments, Product Transformation. The…
Added 3 hours ago
T
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD
Toronto, ON
- Full-time
Develop an in-depth understanding of the GTB products and of client needs, competitive landscape, and trends in GTB industry to assist in identifying new opportunities
Added 7 hours ago
D
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 9 hours ago
OF
Membership Sales Associate
Orangetheory Fitness 168
Markham, ON
- $18 to $19 CAD / hour
- Part-time
Added 10 hours ago
Sales Associate
Laura Canada
Windsor, ON
The Laura Canada Sales Associate provides exemplary customer service to every client, has strong fashion awareness, is knowledgeable about our product and develops long-term relationships…
Added 11 hours ago
A
Seasonal
Ardene
AB · Edmonton, AB
- Part-time
The Seasonal Sales Associate provides outstanding customer service, merchandises, generates and processes sales as well as maintains the store’s cleanliness and appearance.
Added 11 hours ago
BV
Learning Design Consultant
Bow Valley College
Calgary, AB
- Full-time
The Centre for Workforce Development is seeking a is seeking a collaborative and client-focused Learning Design Consultant. In this role, you will partner with employers, industry experts,…
Added 11 hours ago
MD
Health Facility Evaluator - Nursing Evaluator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…be substituted for twelve (12) months of experience; and an Associate's degree in one of the above areas may substitute for six (6) months of…
Added 12 hours ago
NF
Client Service Associate
Northbridge Financial
Mississauga, ON
- Full-time
- Other
What it’s like to be a Federated Client Service Associate
Added 13 hours ago
W
Stock Assoc
Williams-Sonoma
Calgary, AB
- Part-time
We’re passionate about our internal and external clients and live/breathe the client experience
Added 13 hours ago
LC
Associate Faculty - Clinical Nursing
Lambton College
Sarnia, ON
- Part-time
…for our local and global community and elevate student and client impacts at local, national, and international…
Added 13 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 13 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 14 hours ago
Sales Associate
Laura Canada
Saskatoon, SK
The Laura Canada Sales Associate provides exemplary customer service to every client, has strong fashion awareness, is knowledgeable about our product and develops long-term relationships…
Added 15 hours ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Rouyn-Noranda, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 15 hours ago
NF
Client Service Associate
Northbridge Financial Corporation
Mississauga, ON
- Full-time
What it’s like to be a Federated Client Service Associate
Added 16 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 17 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Saint-Lambert, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 17 hours ago
UO
Research Team Lead
University of Victoria
Victoria, BC
- Full-time
…stages of the research funding lifecycle. Reporting to the Associate Dean, Research & Graduate Studies, the role ensures that researchers affiliated with the Faculty of Social Sciences…
Added 17 hours ago
PL
Paradies Lagardère: Associé(e) d'Entrepôt-Aéroports de Montréal/Warehouse Associate-Montreal Airport
Paradies Lagardère
Dorval, QC
- Part-time
Warehouse Associate: Support the warehouse operations. Warehouse associates must have the ability to process shipping and receiving functions, unload trucks, pull, pack, deliver stock…

Desjardins

Associate Wealth Management Advisor

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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