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Added 48 mins 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 2 hours 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 2 hours 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…
Added 4 hours ago
Financial Planner-Langley
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Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The…
Added 4 hours ago
Financial Sercives Assistant
Desjardins
Baie-Saint-Paul, QC · Dolbeau-Mistassini, QC · Roberval, QC · Saint-Hyacinthe, QC · Sherbrooke, QC · Alma, QC · Saguenay, QC
Full-time
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…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 6 hours ago
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Kingston, ON
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Always keep risk management top of mind to protect clients and the company.
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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 7 hours ago
AP AR Clerck
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…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
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Added 8 hours ago
Advisor Associate MD Wealth - Sydney
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Senior Manager Benefits & Wellness
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Toronto, ON · Greater Toronto Area, ON
Other
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Added 8 hours ago
Manager Client Solutions (Full Time Contract 18 Months)
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
Full-time · Other
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 9 hours ago
Senior Admin Cash Management Operations
IG Wealth Management
MB · Manitoba, Canada
Full-time
Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and…
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Advisor Associate - Location is St John's NFLD
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Added 10 hours ago
Operations Officer III
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 11 hours ago
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Québec
Full-time
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…
Added 11 hours ago
Financial Advisor, Investment & Retirement Planning - Bradford, Ontario
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Bradford West Gwillimbury, ON · Bradford, ON
Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role,…
Added 11 hours ago
Wealth Management Advisor
Desjardins
Montreal, QC
Full-time
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…
Added 12 hours ago
Financial Services Representative - Montreal
CIBC
Montreal, QC
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 12 hours ago
Coordinator, Email Marketing (6-Month Contract)
Sephora
Toronto, ON
Familiarity with workflow management tools such as Smartsheet or Monday.com
Added 16 hours ago
Regional Administrative Manager
National Bank of Canada
Calgary, AB
Full-time
Lead the development, coaching, and performance management of Associates, Branch Administrators, and other support employees across the region.• Manage recruitment, workforce planning,…
Added 19 hours ago
Licensed Sales Assistant (evergreen)
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Vancouver, BC
Full-time
Registered Representative licensing, including the completion of the Wealth Management Essentials Course, is preferred.
Added 19 hours ago
Licensed Sales Assistant (Evergreen)
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Toronto, ON
Full-time
Registered Representative licensing, including the completion of the Wealth Management Essentials Course, is preferred.

Desjardins

Wealth Management Advisor

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Sep 29, 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 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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