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Added 1 hour ago
BC
Moncler Team Lead - Yorkdale Shopping Centre, Toronto
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…reputation for excellence, innovation, and customer-centric service. We pride ourselves on maintaining our market-leading position by delivering a brand experience that combines tradition…
Added 1 hour ago
DG
Culinary Operations Supervisor
Dexterra Group
Surrey, BC
- Full-time
Participate in client meetings where required and presentations related to culinary performance, food quality concerns, menu enhancements, and service improvements.
Added 1 hour ago
D
Senior Advisor, Business strategies
Desjardins
Montreal, QC · Quebec, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 1 hour 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 2 hours ago
Government Services - Senior Manager of IT
Cree Nation Government
QC · Jamésie, QC
Establish and lead the IT mandate, strategic plan, enterprise technology roadmaps, project portfolio and service priorities in alignment with Cree Nation Government objectives.
Added 3 hours ago
CA
Parts Advisor
Centennial Auto Group
Charlottetown, PE
- Full-time
…computers and numbers, take pride in providing excellent customer service, and can manage inventory, coordinate parts orders, and keep the department running…
Added 3 hours ago
CA
Motorsports Service Advisor
Centennial Auto Group
Charlottetown, PE
- Full-time
You are a customer-focused and highly organized service professional with strong communication, problem-solving, and administrative skills. You are comfortable assisting clients in person,…
Added 3 hours ago
CA
Motorsports Service Advisor
Centennial Auto Group
Summerside, PE
- Full-time
You are a customer-focused and highly organized service professional with strong communication, problem-solving, and administrative skills. You are comfortable assisting clients in person,…
Added 4 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 4 hours ago
AC
Co-op Accountant, Assurance and Accounting (May 2027)
ACCA Careers
Orangeville, ON
- Temporary
…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 4 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 5 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 5 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 5 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 5 hours ago
Human Resources Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
Our Human Resources Strategic Business Advisor (SBA) group is part
Added 5 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Radville, SK
- Full-time
Computer skills required, Service Advisor and/or Service Center an asset.
Added 5 hours ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Experience servicing John Deere equipment and using Service Advisor software preferred.
Added 5 hours ago
FO
Senior Director, Enterprise Technology Services
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…aligned with organizational priorities, enabling effective service delivery, informed decision-making, operational excellence, and sustainable growth. As a trusted advisor and strategic…
Added 5 hours ago
FO
Data Advisor
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
The Data Advisor will be part of a small and effective cross-sectoral team within Green Municipal Fund (GMF) Programs. Our team provides support in the areas of program design, program…
Added 5 hours ago
D
Culinary Operations Supervisor
Dexterra
Surrey, BC
- Up to $70,000 CAD / year
- Full-time
· Participate in client meetings where required and presentations related to culinary performance, food quality concerns, menu enhancements, and service improvements.
Added 8 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 10 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 10 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 10 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 10 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…

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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