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Added 14 mins ago
Auto Insurance Advisor
HUB International
Winnipeg, MB
Part-time
When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world…
Added 14 mins ago
Financial Services Representative - Full Time
Meridian Credit Union
Barrie, ON
$50,000 to $53,000 CAD / year
Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 28 mins ago
Accountant II
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 28 mins ago
Bilingual (English & Spanish) Customer Service Professional II
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 58 mins ago
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
AB · Edmonton, AB
Full-time
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 58 mins ago
Mail Administrator I
Robertson & Company Ltd.
Halifax, NS
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 59 mins ago
ScotiaMcLeod Administrative Associate
Scotiabank
Edmonton, AB
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 59 mins ago
PIA Client Relationship Associate
TD
Toronto, ON
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to…
Added 59 mins ago
Financial Services Representative
CIBC
Ottawa, ON
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 59 mins ago
Investment Associate, Private Wealth
BMO
Markham, ON · UPMA
Full-time
…and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…
Added 59 mins ago
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
Full-time
BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking…
Added 1 hour ago
Associate (Kimpton Kovitch Team)
Wellington-Altus
Saskatoon, SK
Full-time
Experience in the wealth management or other regulated industry is a strong asset.
Added 1 hour ago
Mail Administrator I
Robertson & Company Ltd.
Halifax, NS
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 4 hours ago
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 4 hours ago
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 18 hours ago
Automation Manager (Full Time Contract - 12 Months)
IG Wealth Management
MB · Manitoba, Canada
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 18 hours ago
Site Reliability Specialist
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 19 hours ago
Senior Cloud DevOps Engineer
Robertson & Company Ltd.
Ottawa, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 1 day ago
Customer Service Professional - Bilingual III ( English & French )
Robertson & Company Ltd.
Montreal, QC
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 1 day ago
IT - Technical Analyst III
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 1 day ago
Sales Representative
Sagewise Capital Corporation
Vaughan, ON
Other
At Sagewise Financial, we provide tailored financial solutions that empower clients to build, manage, and protect their wealth. We value transparency, high performance, and exceptional…
Added 1 day ago
Field Marketing Coordinator
Stanley Black & Decker, Inc.
Ottawa, ON · ON
Full-time
…Residential Sales. The Field Marketing Coordinator is a dedicated service support representative with responsibility for the big box retail stores. As a Field Marketing Coordinator, you…
Added 1 day ago
Coordinator, Email Marketing (6-Month Contract)
sephora.com
Toronto, ON
Full-time
Familiarity with workflow management tools such as Smartsheet or Monday.com
Added 1 day ago
Senior Manager Benefits & Wellness
IG Wealth Management
MB · Manitoba, Canada
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 1 day ago
Senior Manager Benefits & Wellness
IG Wealth Management
ON · Ontario, Canada
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…

Closed listing

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

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

This opening has closed.

The original listing is kept below for reference.

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About employer

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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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