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Added 6 mins ago
KC
Human Resources Business Partner
Kenaidan Contracting Ltd.
Toronto, ON
- Full-time
…throughout the project lifecycle, including workforce planning, recruitment, employee relations, talent development, performance management, compliance, culture, and employee engagement. As…
Added 6 mins ago
ScotiaMcLeod Investment Associate - Toronto Plaza
Scotiabank
Toronto, ON
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 6 mins ago
Financial Advisor - Village Green Branch, Vernon, BC
Scotiabank
Vernon, BC
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 6 mins ago
ScotiaMcLeod Administrative Associate - Toronto Plaza
Scotiabank
Toronto, ON
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 6 mins ago
D
Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 6 mins ago
D
Advisor, Securities
Desjardins
Sept-Îles, QC
- Full-time
…members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas…
Added 21 mins ago
Senior Advisor, Financial Accounting and Advisory Services- Cost Accounting- Assurance
EY
Montreal, QC
We are seeking a senior advisor with specialized expertise in Cost Accounting and Inventory Management to join our Financial Accounting Advisory Services Finance Optimization (FAAS-FO) team…
Added 21 mins ago
RA
Quality Engineer – API & Test Automation
Recrute Action
Toronto, ON
- Contract
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be…
Added 36 mins ago
Principal Architect
Zafin
Toronto, ON
…and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at…
Added 36 mins ago
TM
Senior Legal Counsel
Toronto Metropolitan University
Toronto, ON
- Full-time
…for a Senior Legal Counsel to provide a full range of legal services on real estate and commercial law-related issues, including leasing, contracts, property matters, and regulatory…
Added 36 mins ago
A
Senior Structural Engineer
AECOM
Halifax, NS
- $120,000 to $160,000 CAD / year
- Full-time
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big…
Added 36 mins ago
RB
Financial Advisor
Royal Bank of Canada
NS · CAPE BRETON, Nova Scotia
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 36 mins ago
RB
Client Advisor
Royal Bank of Canada
NS · ST. MARY'S, Nova Scotia
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 36 mins ago
RB
Private Banking Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
Please Note: This is an opportunity for candidate to express their interest in current and future Private Banking Advisor positions across the Ontario North East region.
Added 36 mins ago
KS
Procurement Manager - Sourcing & Contracting
Kelly Services (Canada), Ltd.
Toronto, ON · Greater Toronto Area, Canada
- Contract
Act as a trusted advisor on sourcing strategy and procurement best practices
Added 36 mins ago
B
Head of HR, Agricultural Solutions Canada
BASF
Calgary, AB
- Full-time
…Human Resources Leadership Team, you will serve as a trusted advisor to senior leaders and act as a key link between global strategy and local execution. In this role, you will ensure…
Added 52 mins ago
SR
Human Resources Advisor
Saskatchewan Research Council (SRC)
Saskatoon, SK
- Full-time
…climate resilience and future industrial development - providing services and solutions that drive economic growth and create meaningful impact in the province and beyond. Our teams are…
Added 52 mins ago
A
Senior Change Management Advisor
Alithya
QC · QC, Canada
- Full-time
Expérience dans le secteur bancaire ou les services financiers;
Added 52 mins ago
R
Banking Advisor Intern
RBC
Huntsville, ON
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 52 mins ago
R
Banking Advisor
RBC
Moncton, NB
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 52 mins ago
O
Director, Strategic Business Development & Enterprise Sales
Objectway
Toronto, ON
- Full-time
Objectway is a global fintech and technology services provider with over 30 years of experience supporting the wealth, banking and asset management industries.
Added 52 mins ago
O
Principal Client Success Manager
OpenText
Waterloo, ON
- Full-time
As the Information Company, our mission at OpenText is to create software solutions and deliver services that redefine the future of digital. Be part of a winning team that leads the way in…
Added 1 hour ago
D
Advisor, Product administration
Desjardins
Montreal, QC
- Full-time
As a product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You advise and assist…
Added 1 hour ago
BQ
QNX Quality Manager
BlackBerry QNX
Ottawa, ON
- Full-time
…middleware, solutions, and development tools, along with support and services delivered by trusted embedded software experts. With a focus on reducing hardware dependency and increasing…
Added 1 hour ago
B
QNX Quality Manager
BlackBerry
Ottawa, ON
- Full-time
…middleware, solutions, and development tools, along with support and services delivered by trusted embedded software experts. With a focus on reducing hardware dependency and increasing…

Desjardins

Wealth Management Advisor

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Sep 29, 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. 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 affluent individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. 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 two 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
Knowledge of French is required

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)

CAISSE SOLIDAIRE DESJARDINS (92276 / Conv_Col_00109) (2018-01-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-15

Apply About employer

More about this job

Responsibilities

The wealth management advisor is responsible for building and maintaining trusting relationships with clients while providing tailored financial advice and investment strategies. They must balance client satisfaction with business objectives and prudent risk management while collaborating with internal partners.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least two years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Wealth management
Financial advisory
Relationship management
Investment strategies
Risk management
Customer service
Financial planning
Interpersonal savvy
Market analysis
Sales
Insurance products
Financial analysis

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
Mutual Fund Representative
Financial Planning
Risk Management
Client Relations
Business Development
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Financial Advisor

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