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Added 44 mins ago
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Senior Manager, Credit Risk Strategy Oversight
BMO
Toronto, ON · BMOPLACE
- Full-time
Operate as a specialist resource and trusted advisor to senior leaders and key stakeholders across the organization.
Added 44 mins ago
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Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…passionate about developing talent, driving a strong client and advisor experience, and supporting the success of our branch and market…
Added 44 mins ago
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Senior Bilingual Contracting Representative
BMO
Toronto, ON · YNG
- Full-time
Evaluates suitability for Life License Sponsorships, non-face to face Advisor applications and special compensation requests.
Added 59 mins ago
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Financial Advisor - Village Green Branch, Vernon, BC
Scotiabank
Vernon, BC
- Full-time
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Cambridge, ON
- $16 to $25.8 USD / hour
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Added 1 hour ago
D
Director- M&A Human Capital Due Diligence & Value Creation
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Toronto, ON
- Full-time
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Added 1 hour ago
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Claims Partnerships Advisor- Home Insurance
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Montreal, QC · Quebec, QC
- Full-time
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Added 2 hours ago
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Fraser Health
BC · Fraser Health, British Columbia
…finding creative solutions. You think on your feet. You like learning new things, and you can learn quickly. When things change you know how to adapt and contribute to the change…
Added 2 hours ago
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Paid Services Beauty Advisor - Full Time
sephora.com
St. Albert, AB
- $17.5 to $20.6 CAD / hour
- Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 3 hours ago
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Health and Safety Advisor - Vancouver Coastal Health
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- Full-time
Securiguard is currently hiring a full-time Health and Safety Advisor to support our Vancouver Coastal Health (VCH) and Aviation portfolio across Metro Vancouver. Securiguard Services…
Added 3 hours ago
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Business Advisor
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- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 3 hours ago
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Manager, Community Partnerships (Events)
Make-A-Wish Canada
Halifax, NS
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 3 hours ago
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Senior Manager, AI Strategy & Business Development
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- Full-time
Act as a trusted AI advisor to C-suite and senior client stakeholders.
Added 3 hours ago
KF
Branch Ambassador - Peterborough
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Peterborough, ON
- Part-time
Direct members to an Advisor who can offer needs-based advice that will enhance their financial well-being
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Part Time Bridal Sales
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Part Time Bridal Sales
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Part Time Bridal Sales
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Added 3 hours ago
GC
Automotive repair technical advisor
GARAGE CHAREST & FRÈRES INC.
Trois-Rivières, QC
- From $28 CAD / hour
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Added 3 hours ago
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SENIOR BUSINESS ADVISOR, AI
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Opportunities for learning, training and development, and much more...
Added 4 hours ago
IF
Wealth Enablement Digital Trainer
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- Full-time
Translate complex technical concepts and business processes into practical, advisor-focused learning experiences.
Added 4 hours ago
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Managing Director, Value Creation Private Markets
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- Full-time
Extensive professional development opportunities and learning initiatives including access to LinkedIn Learning, guest speakers, tuition reimbursement, professional association memberships,…
Added 4 hours ago
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Audit Manager II, Financial Crimes (1148)
TD
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- Full-time
Act as the audit lead or audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action…
Added 4 hours ago
T
Senior Audit Group Manager, Financial Crimes Fraud and Insider Risk (1158)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 4 hours ago
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Audit Manager II (ATH 993)
TD
Toronto, ON
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Act as the audit lead or audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action…
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Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 31, 2026
Posting language: English
Posted: Oct 9, 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
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

2026-10-30

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 comprehensive planning. They identify business opportunities, manage investment and insurance strategies, and support clients in achieving their financial goals.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least four years of relevant experience. A mutual fund representative certificate and the Financial Planner title 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
Customer service
Financial analysis
Digital solutions
Relationship management
Market trends
Financial empowerment

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
Intergenerational Transfers
Financial Empowerment
Hybrid Work

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