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Added 15 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 31 mins ago
S
Beauty Advisor - Flex
Sephora
Surrey, BC
- $19.85 to $24.8 CAD / hour
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 1 hour ago
L
Senior Technology Manager - Security Engineering and Architecture
lululemon
Vancouver, BC
- Full-time
Lead, coach, and develop a team of security architects and engineers while fostering a culture of accountability, innovation, inclusion, and continuous learning.
Added 1 hour ago
SD
Director, Virtual Care Technology Applications
Shoppers Drug Mart Specialty Health Network
Toronto, ON
- Full-time
At Shoppers Drug Mart, we’re innovating health and wellness in Canada. From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new…
Added 3 hours ago
SC
Senior Analytics Engineer
Securian Canada
Toronto, ON
- $100,000 to $130,000 CAD / year
- Full-time
Promote scalable development standards that improve reliability, maintainability, and performance.
Added 3 hours ago
SC
Director, Analytics & Insights
Securian Canada
Toronto, ON
- $130,000 to $170,000 CAD / year
- Full-time
Oversee the development of curated datasets, semantic models, certified metrics, dashboards, scorecards, and client-facing reporting solutions.
Added 3 hours ago
SC
Director, Analytics & Insights
Securian Canada
Waterloo, ON
- $130,000 to $170,000 CAD / year
- Full-time
Oversee the development of curated datasets, semantic models, certified metrics, dashboards, scorecards, and client-facing reporting solutions.
Added 3 hours ago
SC
Senior Analytics Engineer
Securian Canada
Waterloo, ON
- $100,000 to $130,000 CAD / year
- Full-time
Promote scalable development standards that improve reliability, maintainability, and performance.
Added 4 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
Supporting employee development, training, quality assurance and continuous learning initiatives;
Added 6 hours ago
KS
Temporary Associate
kate spade new york
Rocky View No 44, AB · Ksny Crossiron Mills
- 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
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 7 hours ago
VF
Senior Commercial Banking Advisor (Penticton Main Branch)
Valley First
Penticton, BC
- $90,400 to $115,800 USD / year
- Full-time
The Senior Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of high value members. This role provides the full range of commercial…
Added 7 hours ago
VF
Commercial Banking Advisor (Penticton Main Branch)
Valley First
Penticton, BC
- $76,800 to $98,400 USD / year
- Full-time
The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial members. This role provides the full range of commercial lending and…
Added 12 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 12 hours ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC · Saint-Hubert, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 16 hours ago
NB
Banking Advisor
National Bank of Canada
Richibucto, NB
- Temporary
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 16 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
Supporting employee development, training, quality assurance and continuous learning initiatives;
Added 17 hours ago
S
Services Lead, Stores - Full Time
sephora.com
Toronto, ON
- $22.2 to $26.1 CAD / hour
- Full-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition. The final pay…
Added 17 hours ago
LH
Physiotherapist
Lifemark Health Group
Quinte West, ON
- $36.92 to $54.14 CAD / hour
- Full-time
Stay current with best practices through continuous learning and professional development.
Added 17 hours ago
LH
Physiotherapist
Lifemark Health Group
London, ON
- $36.92 to $54.14 CAD / hour
- Contract
Stay current with best practices through continuous learning and professional development.
Added 17 hours ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grande Prairie, AB
As a Trainee, Insurance Advisor, you're empowered to develop your career in insurance by learning how to promote and educate clients on Insurance products. You'll also practice anticipating…
Added 17 hours ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Fort Saskatchewan, AB
Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Fort Saskatchewan, AB office. Do you love to talk about insurance and provide exceptional…
Added 18 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 19 hours ago
S
Services Lead, Stores - Full Time
sephora.com
Edmonton, AB
- $20 to $23.55 CAD / hour
- Full-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition. The final pay…
Added 19 hours ago
S
Beauty Advisor - Part Time
sephora.com
Delta, BC
- $19.85 to $24.8 CAD / hour
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition.The final pay…

Closed listing

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

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

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Original job description

Archived listing. The details below describe a past opening.

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

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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