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Added 8 mins ago
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Business Advisor - Bilingual
CIBC
Quebec, QC
- Full-time
As a Business Advisor you will join our Business Client Advice Centre (BCAC) reporting to the Team Leader, Business Banking. You’ll provide new, existing and prospective clients with an…
Added 8 mins ago
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Sr. Consultant, Business Effectiveness
CIBC
Toronto, ON
- Full-time
…You'll manage and enhance scorecards for roles such as Mortgage Advisor, Area Sales Manager, and Regional Director, while providing analysis related to targets, commissions, and channel…
Added 8 mins ago
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Insolvency Advisor, Personal Debt Solutions
BDO
Mississauga, ON
- Full-time
Our Mississauga office are seeking an Insolvency Advisor to join the Personal Debt Solutions team. This is a new position that requires a regular in-office presence. This is a replacement…
Added 39 mins ago
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Senior Advisor, Governance, Risk and Compliance (GRC) - Cybersecurity
Alithya
QC · QC, Canada
- Full-time
Expérience dans un environnement hautement réglementé, notamment les services financiers, l’assurance, le secteur public ou la santé;
Added 53 mins ago
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Financial Advisor
RBC
NS
- 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 53 mins ago
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Client Advisor
RBC
St. Marys, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 3 hours ago
NB
Advisor, AAF Group and CDC
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor within the AAF Group and CDC team at National Bank means acting as a specialist in operational governance, process coordination, and Capital Markets account…
Added 3 hours ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- 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 3 hours ago
NB
Banking Advisor D
National Bank of Canada
Montreal, 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 3 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, 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 7 hours ago
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Customer Service Advisor
VMCH
Mulgrave, NS
- Full-time
As a Customer Service Advisor, you’ll be one of the first points of contact for VMCH, supporting current and prospective customers across aged care, disability services and retirement…
Added 7 hours ago
Priority Issues Coordinator
Government of Alberta
AB
Reporting to the Executive Advisor in the Assistant Deputy Minister’s Office, the Priority Issues Coordinator is a central liaison across the Water and Circular Economy Division. The…
Added 9 hours ago
DG
Culinary Operations Supervisor
Dexterra Group
Surrey, BC
- Full-time
…developing culinary standards, training programs, menu innovation, recruitment strategies, and operational best practices working with the National Culinary Operations Manager and culinary…
Added 9 hours ago
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Senior Advisor, Business strategies
Desjardins
Montreal, QC · Quebec, 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 9 hours ago
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Senior Advisor, Actuarial analysis and statistics
Desjardins
Calgary, AB · Mississauga, ON · Toronto, ON · Levis, QC · Montreal, QC · Quebec, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 9 hours ago
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Associate Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products…
Added 11 hours ago
KS
Temporary Associate
kate spade new york
Vancouver, BC · Ksny Pacific Centre
- Part-time
The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 12 hours ago
Health and Safety Advisor
Ecofor Consulting Ltd. BC
Whitehorse, YT
Ecofor Consulting is seeking a proactive and knowledgeable Health & Safety Advisor to support and promote a strong safety culture across our organization. Reporting to the VP, HR &…
Added 12 hours ago
Health and Safety Advisor
Ecofor Consulting Ltd. BC
Prince George, BC
Ecofor Consulting is seeking a proactive and knowledgeable Health & Safety Advisor to support and promote a strong safety culture across our organization. Reporting to the VP, HR &…
Added 12 hours ago
Human Resources Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
Our Human Resources Strategic Business Advisor (SBA) group is part
Added 12 hours ago
FO
Senior Director, Enterprise Technology Services
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Reporting to the Chief Operating Officer, the Senior Director, Enterprise Technology Services provides enterprise leadership for FCM's technology strategy, digital platforms, cybersecurity,…
Added 12 hours ago
FO
Data Advisor
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
The Data Advisor will be part of a small and effective cross-sectoral team within Green Municipal Fund (GMF) Programs. Our team provides support in the areas of program design, program…
Added 12 hours ago
FO
Government Relations Lead
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Serve as a trusted advisor to senior leadership, providing analysis, political intelligence, options, and recommendations on merging issues, stakeholder dynamics, government priorities, and…
Added 12 hours ago
FO
Director, Business Development and Network Engagement
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
The Director works collaboratively with program teams, corporate services and external stakeholders to identify needs, generate innovative programming concepts and advance strategic…
Added 13 hours ago
D
Culinary Operations Supervisor
Dexterra
Surrey, BC
- Up to $70,000 CAD / year
- Full-time
…developing culinary standards, training programs, menu innovation, recruitment strategies, and operational best practices working with the National Culinary Operations Manager and culinary…

Closed listing

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

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

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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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