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Added 1 hour ago
PC
Senior Occupational Health and Safety Project Manager
Pinchin Canada
Richmond, BC
- Full-time
…the opportunity to lead a team, influence how we deliver our services, and play a key role in shaping the growth of our Occupational Health & Safety practice in…
Added 2 hours ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
…future of investing for Canadians through a best-in-class wealth advisor…
Added 6 hours ago
GL
Senior Manager, Capital & Treasury
Gay Lea Foods
Toronto, ON · Etobicoke, ON
- Full-time
Purpose: Reporting to the Capital & Treasury Advisor, this position will lead the day-to-day execution of Gay Lea Foods’ treasury, financial risk management, and capital allocation…
Added 7 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
The Associate, Compensation supports the Advisor, Compensation in the day-to-day delivery of the organization's compensation programs. Working under the Advisor's guidance, the role focuses…
Added 8 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- 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 8 hours ago
NB
Senior Tax Advisor
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Advisor – Investment Fund and ETF Taxation at National Bank means acting as a subject matter expert in a complex and constantly evolving field. You contribute to…
Added 8 hours ago
NB
Banking Advisor
National Bank of Canada
Sorel-Tracy, 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…
Added 8 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- 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 17 hours ago
IF
Conseiller(ère) au service à la clientèle |Québec
Impact Fulfillment Services
Ottawa, ON · Vanier, ON
- Full-time
…avec les clients, le suivi des demandes et la coordination des services d'entretien de…
Added 17 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, 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…
Added 17 hours ago
CO
Emergency Planning Manager (FT, Permanent)
City of Dawson Creek
Dawson Creek, BC
- Full-time
…the City's designated subject matter expert and professional advisor on emergency management matters and provides strategic, personnel, and confidential advice to senior leadership and…
Added 18 hours ago
W
HSE Specialist II
Worley
Edmonton, AB
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 23 hours ago
YR
Elementary Long Term Occasional (LTO)100 % Grade 5 Homeroom
York Region District School Board
Markham, ON
- Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 23 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 23 hours ago
NB
Senior Advisor, Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor within the Strategy, Data and Performance team at National Bank means acting as a key contributor to the development and evolution of Digital Assets…
Added 23 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 23 hours ago
NB
Banking Advisor
National Bank of Canada
Laval, 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…
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Granby, 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…
Added 1 day ago
NB
BANKING ADVISOR
National Bank of Canada
Nicolet, 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…
Added 1 day ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
Serve as a role model and advisor, elevating customer centricity, inclusive design and design maturity across the organization
Added 1 day ago
FH
Pharmacy Technician - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $36.26 CAD / hour
- Part-time
We are a collaboration of four premier health employers Fraser Health, Provincial Health Services, Providence and Vancouver Coastal Health and provide an integrated approach to…
Added 1 day ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
…both students and faculty and the work of the Accessibility Advisor contributes to the recruitment and retention of students as well as their academic and personal…
Added 1 day ago
D
Senior Advisor, Operational risks
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- 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…

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Oct 26, 2026

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. You 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 and make their projects happen. You work closely with mass-affluent individuals, businesses and business owners across all life stages. Your client base has high business development potential. Interpersonal savvy is therefore essential. You prepare comprehensive financial plans, targeted investment and financing strategies and insurance offers for your clients. You serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers and tax strategies. You also serve as a resource person for your team at the caisse. You use your expertise to support the financial empowerment of members and clients and to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You promote digital solutions and help members and clients start using them. As needed, you carry out financial transactions for members and clients. You also listen to their needs and present self-serve solutions for their future transactions. You work with partners and specialists to design integrated strategies that meet the needs of members and clients. You identify business opportunities and direct members and clients to your colleagues or to other entities for their specialized or day-to-day needs. More specifically, you will be required to:

Advise members and clients on the best strategies and determine target outcomes
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Stay on top of financial services industry news, market trends and best practices in your field so you can identify business development opportunities
Participate in outreach activities and be present in the community
Conduct onsite visits of the businesses you serve

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 four 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
Hold the title of Financial Planner
Knowledge of French is required
Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients 🗣️
Available to work one evening per week 📅

Action oriented, Complexity, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning, Tech savvy

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

2026-11-27

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide tailored financial advice, investment strategies, and comprehensive financial plans. Additionally, you will identify business development opportunities, support digital solution adoption, and collaborate with specialists to meet client needs.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least four years of relevant experience. A mutual fund representative certificate and the title of Financial Planner are required, along with proficiency in both English and French.

Skills

Financial planning
Wealth management
Investment strategies
Financing strategies
Insurance
Portfolio diversification
Tax strategies
Business development
Interpersonal savvy
Risk management
Customer service
Financial analysis
Digital solutions
Relationship management

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
Financial Planning
Investment
Financing
Insurance
Portfolio Diversification
Tax Strategies
Business Development
Risk Management
Financial Services
Mutual Fund Representative
Financial Planner
Digital Solutions
Relationship Management
Client Satisfaction
Hybrid Work
Desjardins

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