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Added 25 mins ago
SA
Restaurant Operations Manager
SSP America
Mississauga, ON
- Internship
Problem Solving: Address routine issues and escalate complex problems to higher management as necessary.
Added 1 hour ago
P
Part Time Flex Sales Associate
Pandora
BC · Tsawwassen
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class
Added 1 hour ago
P
Part Time Flex Sales Associate
Pandora
Tsawwassen, BC
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class
Added 1 hour ago
L&
Capital Raising & Investor Relations Associate
Life & Me
ON · Ontario, Canada
- Full-time
Title: Capital Raising & Investor Relations Associate.
Added 2 hours ago
B&
Retail Brand Experience Supervisor-BAYSHORE SHOPPING CENTRE
Bath & Body Works
Ottawa, ON
- $22.95 USD / hour
- Full-time
We believe great associate experiences create great consumer experiences. When our associates feel supported, inspired and empowered, consumers feel it. Whether you're starting your career…
Added 3 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 5 hours ago
SD
Front Store Manager, Salaried Full Time Day
Shoppers Drug Mart
Orangeville, ON
- Full-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 6 hours ago
Well-Being Coordinator, College of Law
University of Saskatchewan
Saskatoon, SK
…professional development relating to well-being. Self-awareness, self-management and resilience enable law students to be successful and are considered essential competencies in legal…
Added 7 hours ago
PB
Seasonal Associate
Psycho Bunny
Concord, ON
- Part-time
Seasonal Associate - Vaughan Mills Outlet (on-site)
Added 7 hours ago
PB
Seasonal Associate
Psycho Bunny
Georgetown, ON
- Part-time
Seasonal Associate - Toronto Premium Outlets (on-site)
Added 7 hours ago
PB
Seasonal Sales Associate
Psycho Bunny
Montreal, QC
- Part-time
Seasonal sales Associate - Montreal Eaton Centre (onsite)
Added 7 hours ago
PB
Seasonal Sales Associate
Psycho Bunny
Quebec, QC
- Part-time
Seasonal sales Associate - Place Ste-Foy (onsite)
Added 7 hours ago
PB
Seasonal Sales Associate
Psycho Bunny
Laval, QC
- Part-time
Seasonal sales Associate - Carrefour Laval (onsite)
Added 7 hours ago
PB
Seasonal Associate
Psycho Bunny
Toronto, ON · North York, ON
- Part-time
Seasonal Associate - Yorkdale Shopping Centre (on-site)
Added 7 hours ago
PB
Seasonal Associate
Psycho Bunny
AB · Edmonton, AB
- Part-time
Seasonal Associate - West Edmonton Mall (on-site)
Added 7 hours ago
PB
Seasonal Associate
Psycho Bunny
Vancouver, BC
- Part-time
As a Seasonal Associate, you'll be crucial in ensuring a seamless customer experience. Your mission will be to create personalized relationships by understanding the desires and needs of…
Added 7 hours ago
BV
Learning Design Consultant
Bow Valley College
Calgary, AB
- Full-time
Manage Projects and Foster Collaboration: Success in this role requires exceptional organization and relationship management. You'll manage multiple curriculum development projects…
Added 7 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 7 hours ago
P
Part Time Flex Sales Associate
Pandora
Vancouver, BC
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 8 hours ago
P
Part Time Flex Sales Associate
Pandora
Vancouver, BC
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 8 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Part-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 9 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 9 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 10 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
North Vancouver, BC
- Full-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 10 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…

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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