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Added 11 mins ago
DF
Member Service Representative (Part-Time - 25-30hrs)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Part-time
…Members, with our fantastic array of banking solutions and services. Once they identify the opportunity, the MSR figures out who can best help the Member whether it be themselves or a DUCA…
Added 40 mins ago
K
Account Manager
Klipboard
Oakville, ON
- Full-time
Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade – wherever they are…
Added 40 mins ago
HR
Civic Addressing Coordinator
Halifax Regional Municipality
Halifax, NS
- Full-time
Reporting to the Principal Planner of Planning Information Services, this position is responsible for the administration of HRM’s Civic Addressing and Asset Naming Programs, with a focus on…
Added 55 mins ago
RB
Banking Advisor - Toronto Downtown (Bilingual: English and Cantonese/Mandarin/French/Vietnamese/Spanish)
Royal Bank of Canada
Toronto, 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 1 hour ago
TC
Insights & Analytics Manager
Takeda Canada Inc.
Toronto, ON
- Full-time
…which questions to ask to drive results. Acting as a trusted advisor to brand teams and cross-functional leaders across Marketing, Sales, Finance, Medical, Market Access, and Patient…
Added 1 hour ago
IF
Regional Director, Vancouver
iA Financial Group
Vancouver, BC
- Full-time
Are you driven by business growth and advisor development and looking to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?…
Added 1 hour ago
R
Banking Advisor - Toronto Downtown (Bilingual: English and Cantonese/Mandarin/French/Vietnamese/Spanish)
RBC
Toronto, 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 2 hours ago
OI
Career Services Advisor
Oxford International
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
- Temporary
The Career Services Advisor is responsible for delivering comprehensive career counselling, employment preparation, employer engagement, and career development programming for domestic and…
Added 2 hours ago
NB
Banking advisor
National Bank of Canada
Kamloops, BC
- 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 2 hours ago
OI
Career Services Advisor
Oxford International Education Group
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
The Career Services Advisor is responsible for delivering comprehensive career counselling, employment preparation, employer engagement, and career development programming for domestic and…
Added 2 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 2 hours ago
NB
Expert advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Financial Planning Expert Advisor with
Added 3 hours ago
Surveyor
Lloyds Register
Halifax, NS
…and a leader in classification, compliance, and consultancy services to the marine and offshore industry, a trusted advisor to our customers helping to design, construct and operate their…
Added 5 hours ago
D
Account Manager
d8eedab5-d750-47d2-ba1f-8bfec4820a1f
Oakville, ON
- Full-time
Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade – wherever they are…
Added 6 hours ago
TL
Senior Legal Counsel
Toronto Lawyers Association
Oakville, ON
- Full-time
The Senior Legal Counsel is a trusted advisor and senior deputy to the General Counsel, Canada, partnering with senior leaders to enable business growth, manage enterprise risk and support…
Added 6 hours ago
MC
Communications Coordinator (12-month contract)/Coordonnateur ou coordonnatrice des communications (contrat 12 mois)
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 6 hours ago
MC
Bilingual Donor Care Representative (12-month contract)
Make-A-Wish Canada
Calgary, AB
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 8 hours ago
Pharmacist - Lions Gate Hospital
Fraser Health
North Vancouver, BC
Get to know Lower Mainland Pharmacy Services:
Added 8 hours ago
FH
Senior Indigenous Cultural Advisor
Fraser Health
Surrey, BC
- Part-time
The Senior Indigenous Cultural Advisor provides leadership and guidance to the Indigenous Cultural Advisor team by ensuring Indigenous perspectives, knowledge, and approaches to wellness…
Added 8 hours ago
FH
Senior Indigenous Cultural Advisor
Fraser Health
New Westminster, BC
- Full-time
The Senior Indigenous Cultural Advisor provides leadership and guidance to the Indigenous Cultural Advisor team by ensuring Indigenous perspectives, knowledge, and approaches to wellness…
Added 8 hours ago
K
Director, US Immigration
KPMG
ON · Toronto, Ontario
- Full-time
KPMG Law LLP is a national law firm affiliated with the professional services firm of KPMG LLP, with offices in major markets across Canada. As an integrated, multidisciplinary firm, our…
Added 8 hours ago
UO
Senior Workday Architect
University of Waterloo
Waterloo, ON
- Full-time
Acts as a trusted architectural advisor to Enterprise Systems, HR, Payroll, Finance, and IST leaders.
Added 8 hours ago
UO
Student Services Support Coordinator
University of Waterloo
Stratford, ON · Digital Media Stratford
- Full-time
Faculty of Arts - Stratford School of Interaction Design and Business - Administration and Recruitment
Added 8 hours ago
UO
Scrum Master and Project Manager
University of Waterloo
Waterloo, ON
- Full-time
…practices and principles to deliver high quality programs and services to students and other stakeholders. The role makes essential contributions to advance continuous improvement practices…
Added 8 hours ago
J
Information Security Program Manager
Jobgether
Canada
- Full-time
Client relationship management: Serve as a trusted security advisor, translating complex technical and regulatory requirements into practical recommendations that support business…

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: Nov 28, 2026
Posting language: English
Posted: Oct 26, 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

2026-11-27

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide tailored financial advice, investment strategies, and comprehensive financial plans. Additionally, you will identify business development opportunities, support digital solution adoption, and collaborate with specialists to meet client needs.

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 title of Financial Planner are required, along with proficiency in both English and French.

Skills

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

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 Planning
Investment
Financing
Insurance
Portfolio Diversification
Tax Strategies
Business Development
Risk Management
Financial Services
Mutual Fund Representative
Financial Planner
Digital Solutions
Relationship Management
Client Satisfaction
Hybrid Work
Desjardins

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