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Added 4 mins ago
IW
Coordinator, Region Office Operations -Sydney, Nova Scotia
IG Wealth Management
ON · Ontario, Canada
- Internship
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 50 mins ago
FF
Private Wealth Manager/Portfolio Manager
Focus Financial Partners
Toronto, ON
- Full-time
Serve as the primary advisor for all aspects of cross-border wealth management, including tax, investment, and financial planning with responsibility for integrating these components into…
Added 50 mins ago
FF
Private Wealth Manager & Portfolio Manager
Focus Financial Partners
Toronto, ON
- Full-time
Serve as a primary advisor and resource for clients on cross-border wealth management and family office matters, including investment management, tax planning, estate and trust planning,…
Added 54 mins ago
T
Manager, Learning Strategy & Development
TD
Toronto, ON
- Full-time
Our team is focused on developing critical skills and providing thought leadership to drive advisor and business growth. We work in close partnership with a variety of TD Wealth teams to…
Added 1 hour ago
IW
Area Marketing Manager
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 2 hours ago
CC
Small Business Advisor
Conexus Credit Union
Kindersley, SK · Macklin, SK
- Full-time
…providing creative solutions to come on board as our Small Business Advisor at our Macklin or Kindersley location. You will be providing needs based holistic financial advice (e.g.: credit…
Added 2 hours ago
PC
Operations Consulting - Senior Associate
PwC Canada
Toronto, ON
- Full-time
Working experience in management consulting demonstrating knowledge of operations in financial Services, which may include specific knowledge of middle/back-office functions in the retail…
Added 2 hours ago
R&
Level IV Quality Engineer (QE)
Robertson & Company Ltd.
Toronto, ON
- Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 2 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 2 hours ago
Financial Advisor - Garden City Square, Winnipeg, MB
Scotiabank
Winnipeg, MB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
SC
Financial Advisor/ Senior Financial Advisor - Legacy Branch
Servus Credit Union
AB
- Full-time
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Added 3 hours ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Barrie, ON
- Other
Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 3 hours ago
A
Inventory Allocation Planner
Article
Vancouver, BC
- $78,000 to $88,000 CAD / year
- Full-time
We are looking for someone who has proven experience as a partner to the business. You will need to be an advisor and influence/guide major stakeholders on decisions that are backed by data…
Added 3 hours ago
B
Insurance Advisor/Senior Insurance Advisor
BCAA
Victoria, BC · Broadmead
- Full-time
We are currently hiring an Insurance Advisor or Senior Insurance Advisor based in our Broadmead Service Location!
Added 3 hours ago
Senior Financial Advisor- Lawrence & Bathurst
Scotiabank
Toronto, ON · North York, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
Financial Advisor - Lawrence & Birchmount, Scarborough
Scotiabank
Toronto, ON · Scarborough, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
Director, Learning Advisory - Global HR Learning
Scotiabank
Toronto, ON
Act as a strategic advisor, demonstrating an understanding of the business line/ function strategy and proactively identifying the learning implications that are associated with emerging…
Added 4 hours ago
A
Inventory Allocation Planner
Article
Vancouver, BC
- $78,000 to $88,000 CAD / year
- Full-time
We are looking for someone who has proven experience as a partner to the business. You will need to be an advisor and influence/guide major stakeholders on decisions that are backed by data…
Added 4 hours ago
D
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 4 hours ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Regina, SK
- Other
Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 4 hours ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Calgary, AB
- Other
Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 4 hours ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Edmonton, AB
- Other
Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 4 hours ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Saskatoon, SK
- Other
Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 4 hours ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Kelowna, BC
- Other
Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 4 hours ago
FC
Principal, Strategic Communications
FinDev Canada
Montreal, QC
- $112,006 to $149,341 CAD / year
- Full-time
Inspiring Colleagues: Join a diverse and talented team from around the world that brings a wealth of experience, knowledge, and passion to everything we do. We believe strong results come…

Desjardins

Wealth Management Advisor

Saint-Jérôme, QC, Canada
Caisse Desjardins de la Rivière-du-Nord, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 8, 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. 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
Knowledge of French is required

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

2026-10-22

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and comprehensive financial plans. Additionally, you will identify business development opportunities and collaborate with specialists to design integrated strategies that meet client needs.

Requirements

The role requires a bachelor's degree in a related field and a minimum of four years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Wealth management
Financial planning
Investment strategies
Business development
Interpersonal savvy
Portfolio diversification
Tax strategies
Risk management
Customer service
Financial analysis
Digital solutions
Relationship management
Insurance
Market trends
Financial empowerment

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
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 Transactions
Market Trends
Mutual Fund Representative
Caisse Desjardins
Hybrid Work
Defined Benefit Pension Plan
Telemedicine
Client Satisfaction
Intergenerational Transfers

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