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Added 2 hours ago
BC
Moncler Team Lead - Yorkdale Shopping Centre, Toronto
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
As a Team Lead, you will be an ambassador of the Brand. You will assist the Store Director/Store Manager and/or Client Advisor Manager (CAM) to coach and develop the team, build Client…
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 4 hours ago
VF
Insurance and Investment Advisor
VFG Financial Group
Mississauga, ON
- Full-time
…starting out, have 3 to 5 years of experience or have been an advisor for longer, you’ll find a friendly, supportive environment where you can keep learning, build your confidence and…
Added 6 hours ago
KS
Temporary Associate
kate spade new york
Vancouver, BC · Ksny Pacific Centre
- Part-time
The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 6 hours ago
H
Brand Advisor - Calgary
Headkount
Calgary, AB
- $25 to $29 CAD / hour
- Part-time
As a Headkount Brand Advisor, you’ll be responsible for building lasting relationships with stores, brands, and retail employees to increase productivity & sales.
Added 6 hours ago
QR
Sales Representative - Panel
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
will be responsible for developing and growing sales within your assigned territory by promoting Richelieu’s extensive range of wood products. You will act as a trusted advisor to…
Added 6 hours ago
QR
Sales Representative - Panel
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
will be responsible for developing and growing sales within your assigned territory by promoting Richelieu’s extensive range of wood products. You will act as a trusted advisor to…
Added 6 hours ago
QR
Sales Representative
Quincaillerie Richelieu
Victoria, BC
- Full-time
The Outside Sales Representative is responsible for developing and growing sales within the assigned territory by promoting Richelieu's extensive range of hardware products. You will act as…
Added 6 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Richmond, BC
- Full-time
will be responsible for developing and growing sales within your assigned territory by promoting Richelieu’s extensive range of hardware products. You will act as a trusted advisor to…
Added 6 hours ago
QR
Sales Representative
Quincaillerie Richelieu
Kelowna, BC
- Full-time
will be responsible for developing and growing sales within your assigned territory by promoting Richelieu’s extensive range of hardware products. You will act as a trusted advisor to…
Added 6 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
will be responsible for developing and growing sales within your assigned territory by promoting Richelieu’s extensive range of hardware products. You will act as a trusted advisor to…
Added 6 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
will be responsible for developing and growing sales within your assigned territory by promoting Richelieu’s extensive range of hardware products. You will act as a trusted advisor to…
Added 6 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
will be responsible for developing and growing sales within your assigned territory by promoting Richelieu’s extensive range of hardware products. You will act as a trusted advisor to…
Added 6 hours ago
QR
Industrial Outside Sales Representative – Panel Division
Quincaillerie Richelieu
Remote, Canada
- Full-time
- Remote
In this role, you will be responsible for developing and growing sales within your assigned territory by promoting Richelieu’s extensive range of panel and board products. You will act as a…
Added 6 hours ago
VR
Real Estate Advisor
VERTICA Realty Group
Montreal, QC
- Full-time
Added 9 hours ago
L
Financial Advisor
Leadervest
Courtenay, BC
- Full-time
A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.
Added 12 hours ago
NB
Banking Advisor
National Bank of Canada
Bathurst, NB
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 12 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 12 hours ago
NB
Treasury Manager
National Bank of Canada
Coquitlam, BC
- Full-time
A career as a Treasury Manager at National Bank means acting as a treasury product specialist and trusted advisor for Commercial Banking clients.
Added 12 hours ago
SB
05579 Inside Sales
Sally Beauty
Edmonton, AB
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 14 hours ago
AI
Strategic Sourcing Manager
American Iron & Metal (AIM)
Montreal, QC
- Full-time
…metal recycling, decommissioning and demolition, auto-parts sales and recycling, manufacturing of solder assemblies, construction waste recycling, and production of customized industrial…
Added 14 hours ago
AI
Health and Safety Advisor
American Iron & Metal (AIM)
Hamilton, ON
- Full-time
…metal recycling, decommissioning and demolition, auto-parts sales and recycling, manufacturing of solder assemblies, construction waste recycling, and production of customized industrial…
Added 15 hours ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- $16 to $22.32 CAD / hour
- Part-time
…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our 5-Step Selling Process, and performing duties related to the presentation…
Added 15 hours ago
T
Developing Investment Advisor - Edmonton & Calgary
TD
Calgary, AB
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial…
Added 21 hours ago
NB
Banking Advisor
National Bank of Canada
Sainte-Agathe-des-Monts, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…

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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