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Added 27 mins ago
Account Manager (Digital Marketing Agency)
TopHat HR
Toronto, ON · Greater Toronto Area, Canada
$60,000 to $75,000 CAD / year
Full-time
Our client is a fast-growing Digital Marketing Agency that collaborates with businesses across various industries to drive measurable results through services such as SEO, paid media,…
Added 27 mins ago
Senior Advisor, Trust Services
Laurentian Bank
Montreal, QC
Full-time
Reporting to the Vice president, Operations, Trustee Services the incumbent contributes to the development and maintenance of sound, effective trustee services as representative of trust…
Added 27 mins ago
Client Success Manager (Digital Marketing Agency)
TopHat HR
Markham, ON
$70,000 to $85,000 CAD / year
Full-time
…accounts or 25–40 small-to-medium sized clients. Act as a trusted advisor by leveraging your digital marketing expertise to anticipate client needs, deliver solutions that drive measurable…
Added 27 mins ago
Senior Operations Manager (Programs/Services)-EN
Canadian Forces Morale and Welfare Services
AB · Edmonton, AB
$112,490 to $140,650 CAD / year
Full-time
…and managing the operations and delivery of all programs and services, including hospitality (messes), physical fitness, sports, recreation, health promotion, special interest activities…
Added 27 mins ago
Financial Advisor
Leadervest
London, ON
Full-time
A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.
Added 27 mins ago
Senior Manager, Client & Advisory Services-EN
Canadian Forces Morale and Welfare Services
Ottawa, ON
$112,490 to $140,650 CAD / year
Full-time
Are you passionate about leading high-performing teams and delivering exceptional client experience? As the Senior Manager, Client and Advisory Services, you will play a key leadership role…
Added 28 mins ago
Senior Customer Engineer, Named - Toronto Canada
Cloudflare
Toronto, ON
The Customer Engineer (CE) is the core driver of our technical go-to-market strategy: a trusted technical advisor and primary architect of the customer journey. You will bridge the gap…
Added 57 mins ago
Banking Advisor
National Bank of Canada
Val-d'Or, QC
Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance,…
Added 57 mins ago
Deputy City Solicitor, Planning, Development & Real Estate Law
City of Mississauga
Mississauga, ON
Full-time
…risk-informed legal advice. The Deputy City Solicitor is a trusted advisor who builds strong relationships across the corporation, provides strategic counsel to senior leaders and Council,…
Added 57 mins ago
Manager, Services North America
Prophix
Toronto, ON · Etobicoke, ON
Full-time
As Manager, Professional Services, you'll lead a team of Consultants and Solution Architects delivering Prophix One implementations for finance teams across North America, balancing…
Added 57 mins ago
Insurance Advisor
PolicyAdvisor
Oakville, ON
$50,000 to $80,000 CAD / year
Full-time
LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP
Added 58 mins ago
Manager, Services North America
Prophix
Remote, Canada
Remote
As Manager, Professional Services, you'll lead a team of Consultants and Solution Architects delivering Prophix One implementations for finance teams across North America, balancing…
Added 1 hour ago
Communication Specialist – Indirect Tax
Kingston Ross Pasnak LLP
AB · Edmonton, AB
Full-time
…weeks of this training, you will be ready start assisting with client-problems under the direct supervision of the Indirect Tax Advisor, and with the assistance of your team members who…
Added 1 hour ago
Associate
RBC
Toronto, ON
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
Senior Administrative Specialist (Insurance)
RBC
Toronto, ON
Full-time
…primary focus will be to assist Estate Planning Specialist/Advisor teams with ongoing insurance inforce policy…
Added 1 hour ago
Senior Manager, Supplier Relationship Management
RBC
Toronto, ON
Full-time
Join our Enterprise Supplier Management and Procurement Operations services team as a Senior Manager where you'll shape the future of how we work with our most critical business partners.…
Added 1 hour ago
Advisor, IT Security and Risk Management - 24110G.ITQ.0005
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
…having a positive impact on your local community? If so, the Advisor, IT Security and Risk Management position at Toronto Community Housing may be for…
Added 1 hour ago
Communication Specialist, Indirect Tax
KINGSTON ROSS PASNAK LLP
Edmonton, AB
Full-time
…weeks of this training, you will be ready start assisting with client-problems under the direct supervision of the Indirect Tax Advisor, and with the assistance of your team members who…
Added 1 hour ago
Indirect Tax Associate, Intermediate
KINGSTON ROSS PASNAK LLP
Edmonton, AB
Full-time
…it. This position will report directly to the Indirect Tax Advisor and truly has unlimited growth potential. Indirect tax is very niche area of taxation and is in no way your typical…
Added 1 hour ago
Advisor, Securities
Desjardins
Gatineau, QC
Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 1 hour ago
Advisor, Securities
Desjardins
Gatineau, QC
Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 1 hour ago
Director, Retail Distribution (Producer-Leader)
BMO
Calgary, AB · Vancouver, BC · CALG
Full-time
…Gathers and shares insights about the product, processes, and client experience to continuously improve the market…
Added 1 hour ago
Director, Retail Distribution & Sales Enablement
BMO
Toronto, ON · FCP
Full-time
…Gathers and shares insights about the product, processes, and client experience to continuously improve the market…
Added 1 hour ago
Senior Manager, People Partnerships & Wellbeing
BCAA
Burnaby, BC · *Head Office
Full-time
…we support our team members and leaders. You’ll guide People Services, disability management, health and safety, and wellbeing; advise on complex employee and labour relations matters; and…
Added 1 hour ago
Senior Bid Manager - Location Beaconsfield
HAUC(UK)
Beaconsfield, QC
Full-time
…opportunity to grow and develop. Delivering essential infrastructure services for life, while being safety first, and client and customer centric in a friendly, fun and respectful…

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins du Réseau de la santé, Canada

Job type: Full-time
Apply by: Oct 13, 2026
Posting language: English
Posted: Sep 25, 2026

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Original job description

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of affluent individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to :

Advise members and clients on the best strategies and work with them to identify expected results.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Participate in outreach activities and represent the caisse in the community.

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

Bachelor's degree in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

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

2026-10-12

Apply About employer

More about this job

Responsibilities

The wealth management advisor develops and maintains trusting relationships with affluent clients to provide tailored financial advice and investment strategies. They collaborate with experts to design integrated solutions while balancing client satisfaction, business objectives, and prudent risk management.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least two years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required.

Skills

Wealth management
Financial advice
Investment strategies
Relationship management
Risk management
Customer service
Interpersonal savvy
Financial planning
Market analysis
Sales
Communication
Strategic planning

Benefits

Competitive salary
Annual bonus
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
Financial Services
Investments
Loans
Insurance
Mutual Fund Representative
Risk Management
Business Development
Client Satisfaction
Financial Planning
Market Trends
Portfolio Management
Strategic Advisory
Relationship Management
Hybrid Work

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