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Added 58 mins ago
Financial Advisor- CIRO-ID
CIBC
Sherwood Park, AB
Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 58 mins ago
Financial Advisor- CIRO-ID (secondment)
CIBC
Airdrie, AB
Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 58 mins ago
Associate Financial Advisor
CIBC
Lethbridge, AB
Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 58 mins ago
Client Associate (IR licensed) Wood Gundy
CIBC
London, ON
Full-time
As a Client Associate, you will work closely with an Investment Advisor at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 58 mins ago
Client Associate (IR licensed) Wood Gundy
CIBC
Toronto, ON
Full-time
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and…
Added 58 mins ago
Financial Associate Wood Gundy
CIBC
Vancouver, BC
Full-time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As a Client Support Associate, you will work closely with investment advisors at…
Added 58 mins ago
Administrative Associate, Wood Gundy-Bilingual
CIBC
Montreal, QC
Full-time
Administrative Support - Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related…
Added 58 mins ago
Licensed Administrative Associate
CI Financial
Cornwall, ON
Full-time
Partner closely with the Advisor on administrative tasks, research, and client follow-up
Added 58 mins ago
Business Analyst - BizApps - New Grad (January 2027)
BDO
Calgary, AB · Toronto, ON
Full-time
Act as a trusted advisor to external clients and BDO project teams in implementing finance, supply chain, Human Resources, and Customer relationship management systems
Added 1 hour ago
Banking Advisor
National Bank of Canada
Aurora, ON
Part-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 1 hour ago
Wealth Associate
National Bank of Canada
Oakville, 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 hour ago
BANKING ADVISOR
National Bank of Canada
Terrebonne, 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 hour ago
Banking Advisor
National Bank of Canada
Kirkland, 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 hour ago
Manager, Financing Solutions - Real Estate Group
National Bank of Canada
Vancouver, BC
Full-time
Structure and recommend financing solutions for commercial real estate clients by assessing opportunities, mitigating risk, and tailoring solutions to client needs.
Added 2 hours ago
Solution Architect / Senior Solution Architect - PubSec - Canada
Salesforce Partner Canada
Toronto, ON
Full-time
Salesforce Professional Services is looking for a Solution Architect. As a Solution Architect, you will be serving as a strategic advisor and Salesforce product and platform authority to…
Added 2 hours ago
Service Advisor – Jim Pattison Hyundai Northshore
The Jim Pattison Auto Group
North Vancouver, BC
The Jim Pattison Auto Group is seeking an experienced and customer-focused Service Advisor to join our team at Jim Pattison Hyundai Northshore. We are also open to junior candidates with a…
Added 3 hours ago
Lead, Health Informatics
Fraser Health
Surrey, BC
Full-time
Fraser Health is seeking a Lead, Health Informatics to join our Corporate IMIT Services team. This is an exciting opportunity for an experienced informatics professional to lead complex…
Added 3 hours ago
Relationship Manager, Business Markets
Royal Bank of Canada
Winnipeg, MB
Full-time
…business market. Applying your mindset for external marketing and client acquisition, you will develop new business for RBC and deepen client relationships. Partnering with other RBC…
Added 4 hours ago
Cyber Controls Assurance Analyst (Global Security)
Royal Bank of Canada
Toronto, ON
Full-time
…Security expertise within RBC and act as a key Cyber Control advisor to internal business and technology clients. In this role, you will offer Cyber Control assessment services for…
Added 4 hours ago
Corporate Traveller - Onboarding Success Manager - Montreal, Vancouver, Calgary, Toronto, Ottawa
Flight Centre
Quebec, QC
This role combines project management, client relationship management, training delivery, and solution consulting. You'll work closely with clients, Sales, and operational teams to deliver…
Added 4 hours ago
Manager, Government Solutions
KPMG
Halifax, NS
Full-time
Supporting timely engagement management and ensuring on-time, at-budget high quality delivery of client deliverables
Added 4 hours ago
Investment Associate
RBC
Ottawa, ON
Full-time
Assist the Advisor team with client onboarding.
Added 4 hours ago
Client Advisor
RBC
Meadow Lake, SK
Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 4 hours ago
Associate
RBC
Vancouver, BC
Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 4 hours ago
Cyber Controls Assurance Analyst (Global Security)
RBC
Toronto, ON
Full-time
…Security expertise within RBC and act as a key Cyber Control advisor to internal business and technology clients. In this role, you will offer Cyber Control assessment services for…

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins des Technologies, Canada

Job type: Full-time
Apply by: Oct 2, 2026
Posting language: English
Posted: Sep 25, 2026

Apply About employer

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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 individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. 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 one year 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
Knowledge of current financial, economic, political and legislative events
Specialized knowledge of tax, financial and succession issues for individuals and businesses
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of the Desjardins business processes
Available to work 5 days a week, Monday through Friday, including one evening shift

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

2026-10-1

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 drive results by recommending investments, loans, and insurance products while balancing client satisfaction with prudent risk management.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required, along with strong knowledge of financial services and tax issues.

Skills

Wealth management
Financial advisory
Relationship management
Investment strategy
Loan advisory
Insurance products
Risk management
Debt management
Tax planning
Succession planning
Financial analysis
Customer service
Interpersonal skills
Market trend analysis
Compliance
Business development

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 Services
Investments
Loans
Insurance
Risk Management
Debt Management
Taxation
Succession Planning
Mutual Fund Representative
Desjardins
Client Relations
Financial Cooperatives
Market Trends
Compliance
Business Development
Hybrid Work
Pension Plan
Telemedicine

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