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Added 29 mins ago
UF
Associate Director, Stewardship
UHN Foundation
Toronto, ON
- Contract
The Associate Director, Stewardship provides strategic leadership for UHN Foundation’s donor recognition program, ensuring meaningful and impactful recognition that celebrates philanthropy…
Added 59 mins ago
MI
Health, Safety & Environmental Specialist
Magna International
Mississauga, ON
- Full-time
Coordinates the Health, Safety, and Environmental programs of Deco to ensure associate safety and satisfaction, as well as Meadowvale’s compliance with legal and other requirements
Added 59 mins ago
Perioperative Quality Lead, Women's & Newborn Health
Nova Scotia Health and IWK Health
Halifax, NS
…identification of quality performance indicators, benchmarks, auditing, data management, and leads resulting in clinical practice…
Added 1 hour ago
TS
Associate, Transaction Banking Product Development
TD Securities
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 1 hour ago
SD
Cashier, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Barrie, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 2 hours ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 2 hours ago
TS
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD Securities
Toronto, ON
- Full-time
Product Management is the business function that drives the planning, development, launching, commercialization, and on-going management of a product/service. Reporting to Payments Product,…
Added 2 hours ago
TU
Assistant Manager and Writer, Faculty Appointments, Reappointments, Promotion, Tenure (ARPT), and Emeriti
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…Without Review, Clinical, Affiliate, Adjunct, Emeritus, and Associate Members who are located at UBC and other universities/institutions. Major responsibilities include: Faculty HR…
Added 4 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 4 hours ago
T
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD
Toronto, ON
- Full-time
Product Management is the business function that drives the planning, development, launching, commercialization, and on-going management of a product/service. Reporting to Payments Product,…
Added 5 hours ago
UO
Assistant Manager and Writer, Faculty Appointments, Reappointments, Promotion, Tenure (ARPT), and Emeriti
University of British Columbia
Vancouver, BC · PHSA | BC Children's Hospital - Ambulatory Care Building (BCCHA)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…Without Review, Clinical, Affiliate, Adjunct, Emeritus, and Associate Members who are located at UBC and other universities/institutions. Major responsibilities include: Faculty HR…
Added 7 hours ago
LC
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 8 hours ago
BC
Associate – Operations
Beedie Capital
Vancouver, BC
- $70,000 to $90,000 CAD / year
- Full-time
The work spans CRM operations, reporting, project execution, and cross-functional process management. You will drive clarity, accountability, and follow-through across multiple concurrent…
Added 8 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
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Whitby, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 12 hours ago
LC
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Vaughan, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 12 hours ago
LC
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Brampton, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 12 hours ago
LC
Pharmacy Assistant, Hourly Part Time Day
Loblaw Companies Limited
Hamilton, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 12 hours ago
LC
Pharmacy Assistant, Hourly Part Time Day
Loblaw Companies Limited
Hamilton, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 12 hours ago
LC
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Hamilton, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 12 hours ago
Well-Being Coordinator, College of Law
University of Saskatchewan
Saskatoon, SK
Nature of Work: Reporting operationally to the Director of Administration and working closely with the Associate Dean Academic, the Coordinator will identify the needs of the law students…
Added 12 hours ago
SD
Pharmacy Assistant, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Ingersoll, ON
- Full-time
Data entry for new prescriptions, and managing refill request processing
Added 12 hours ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
Ottawa, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 12 hours ago
BV
Academic Quality Assurance Specialist
Bow Valley College
Calgary, AB
- Full-time
Working closely with the Office of the Vice President Academic, Deans, Directors, Associate Deans, Program Chairs, and government representatives, the AQA Specialist leads institutional…
Added 12 hours ago
BV
Infrastructure Analyst - Business Analyst II
Bow Valley College
Calgary, AB
- Full-time
The Infrastructure Analyst – Business Analyst II plays a key role within the IT Infrastructure team, reporting to the Associate Director, IT Infrastructure. This intermediate-level position…

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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