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Added 9 mins ago
TC
Human Resources Business Partner
Toromont Cat
Concord, ON
- Full-time
…successfully achieved through people. The HRBP will develop and implement effective programs, solutions and initiatives and participate in the development of strategies that are aligned to…
Added 9 mins ago
MC
Director, Advisor Experience
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Partner with Sales Effectiveness, Learning and RVPs to activate and continuously amplify coaching frameworks, business-planning disciplines and leader routines. Set strategic priorities for…
Added 9 mins ago
MC
Director, Distribution & Activation
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
The role: Accelerates growth by leading development, prioritization and commercial mobilization of Wealth-specific growth programs, including referral and lead ecosystems, advisor…
Added 9 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Cross-Functional Partnership: Collaborate effectively with Lead Development, Onboarding, and Account Management teams to ensure long-term customer success and business growth.
Added 9 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Cross-Functional Partnership: Collaborate effectively with Lead Development, Onboarding, and Account Management teams to ensure long-term customer success and business growth.
Added 25 mins ago
Corporate - Commercial Lines - Commercial Account Manager
OTIP Group of Companies (OTIP, Orbit, Curo)
Waterloo, ON
The Commercial Account Manager serves as the lead relationship manager and trusted risk advisor for a portfolio of complex commercial clients. This role is responsible for developing and…
Added 25 mins ago
JT
Outside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We're looking for a delightful, energetic individual who…
Added 25 mins ago
JT
Outside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We're looking for a delightful, energetic individual who…
Added 54 mins ago
Policy and Divisional Support Coordinator
Government of Alberta
AB
Reporting to the Director of Policy within the Strategy and Policy unit, you will be responsible for coordinating priorities, policy development, consultation and liaising with various…
Added 54 mins ago
NB
banking advisor
National Bank of Canada
L'Île-Perrot, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
AC
Workplace Practices Advisor - International
Air Canada
Dorval, QC
- Full-time
Participate in team meetings, case consultations, peer learning, and professional development activities.
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Terrebonne, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Aurora, ON
- Part-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
NB
Manager, Financing Solutions - Real Estate Group
National Bank of Canada
Vancouver, BC
- Full-time
Serve as a trusted advisor and real estate financing expert by monitoring market trends, identifying sector risks, and supporting the development of team expertise.
Added 1 hour ago
NC
Manager, Security Programs and Governance
NAV CANADA
Ottawa, ON
- Full-time
Reporting to the Director, Security and Emergency Planning, the Manager, Security Programs and Governance provides portfolio leadership, strategic program direction and enterprise…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- 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. You…
Added 1 hour ago
CI
Principal Architect
Camis Inc
Guelph, ON
- Full-time
This is a highly influential senior technical leadership role. You will lead and evolve the architectural vision across our platform, partnering closely with the CTO, Engineering…
Added 1 hour ago
Tangerine Growth Advisor - Tangerine
Scotiabank
Toronto, ON
Establish and maintain personal finance expertise by participating in ongoing professional development.
Added 2 hours ago
KF
Branch Ambassador - Lansdowne
Kawartha Financial Services
Peterborough, ON
- Part-time
Compensation for this position is determined by skills, experience, and education. It is aligned with the locations market data, as well as internal equity. Candidates whose qualifications…
Added 2 hours ago
OM
Director, Audience Strategy
Omnicom Media
Toronto, ON
- Full-time
Serving as a trusted advisor, you will connect client priorities to the right data capabilities (1P, 2P, 3P), technology, and strategy, to help drive measurable business outcomes.
Added 2 hours ago
SS
Senior ETL developer with Snowflake
Syncredible Solutions
Calgary, AB
- Contract
We are looking for a Senior ETL developer with Snowflake experience to serve as a technical leader and trusted advisor for business/stakeholders. This role is not just about building data…
Added 2 hours ago
CH
Chief Medical Officer
Clearpoint Health Network Inc.
Calgary, AB · Burnaby, BC · Winnipeg, MB · Toronto, ON · Brossard, QC · Regina, SK · Saskatoon, SK · Etobicoke, ON
- Full-time
The Chief Medical Officer (CMO) provides executive medical leadership across Clearpoint Health Network (CHN) and serves as a senior advisor on medical governance, clinical quality, patient…
Added 2 hours ago
A
Business Architecture Advisor
Alithya
QC · QC, Canada
- Full-time
Continuous growth and learning: Through partnerships with world-renowned education leaders, we provide access to thousands of top-rated online courses and certifications. With exclusive…
Added 2 hours ago
Financial Advisor - Eglinton & Laird Branch
Scotiabank
Toronto, ON
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 2 hours ago
AC
Allstate Sales Agent Trainee
Allstate Canada
Toronto, ON
- Full-time
…the more you can make. You’ll learn how to become a trusted advisor to your clients and make a real impact on their lives, all while building a rewarding career in…

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

Full-time

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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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