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Added 29 mins ago
Clinical Pharmacist - Community Mental Health Pharmacy Team
Fraser Health Authority
Langley (District), BC · City of Langley, BC
$54.49 to $68.1 CAD / hour
Part-time
We have the perfect Part-Time opportunity for a Clinical Pharmacist to join our team Community Mental Health Clinical Pharmacy Team located in Surre and Langley, BC.
Added 59 mins ago
Talent Acquisition Specialist - North America
AIRE Ancient Baths
Toronto, ON
Other
You’ll partner closely with Site Directors, Department Managers, acting as a trusted advisor on hiring needs, talent quality, and market insights. Your impact will be seen not only in how…
Added 59 mins ago
Career Educator
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
Full-time
…shape the future of education and make a real impact in our…
Added 59 mins ago
Articling Accountant, Assurance and Accounting (Winter 2028)
ACCA Careers
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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…
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Full-time
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EY
Winnipeg, MB · Toronto, ON · Saskatoon, SK · Halifax, NS · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · ON · AB · Waterloo, ON · Calgary, AB
A strategic advisor and coach to pursuit teams on high-value, complex deals across service lines.
Added 2 hours ago
Wealth Advisor
ATB
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Full-time
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Assistant Manager, Enterprise Platform Administration & Enablement
Carleton University
Ottawa, ON
Other
…an interview will be requested to contact the Human Resource Advisor assigned to this competition as soon as possible to discuss any accommodation requirements. Arrangements will be made to…
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Agriculture Equipment Technician
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Director - YourHealthNS
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Full-time
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Added 3 hours ago
Vice President, Global Consumer Data & Insights
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PRODUCT ADVISOR
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Full-time
…industry, not only for our diverse workforce reflecting our community, but also for our unparalleled commitment to team members, customers, partners, and neighbourhoods. At Birchwood, our…
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Added 3 hours ago
Vice President, Global Consumer Data & Insights
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Added 4 hours ago
Senior Philanthropy Advisor - Corporations & Foundations
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As our Senior Philanthropy Advisor, Corporations & Foundations, you play an important role in advancing the mission of Calgary Health Foundation by building partnerships within the…

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

Job type: Full-time
Apply by: Oct 10, 2026
Posting language: English
Posted: Sep 25, 2026

Apply About employer

Applications open in a new tab.

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

2026-10-9

Apply About employer

More about this job

Responsibilities

The wealth management advisor develops and maintains trusting relationships with clients to provide tailored financial advice and solutions. They manage comprehensive financial plans, investment strategies, and insurance offers while identifying business development opportunities.

Requirements

Candidates must hold a bachelor's degree in a related field and have 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
Investment strategies
Financing strategies
Insurance
Portfolio diversification
Tax strategies
Business development
Interpersonal savvy
Risk management
Digital solutions
Financial transactions
Relationship management
Market trends
Customer service

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 Planning
Investment
Financing
Insurance
Portfolio Diversification
Tax Strategies
Business Development
Risk Management
Digital Solutions
Financial Services
Market Trends
Mutual Fund Representative
Financial Planner
Hybrid Work
Customer Satisfaction
Intergenerational Transfers
Relationship Management

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