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Added 11 mins ago
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Banking Advisor
RBC
Alexis Whitecourt 232, AB
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 26 mins ago
Senior Customer Engineer, Named Enterprise - Montreal, QC
Cloudflare
Montreal, QC
The Customer Engineer (CE) is the core driver of our technical go-to-market strategy: a trusted technical advisor and primary architect of the customer journey. You will bridge the gap…
Added 26 mins ago
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PIA Client Service Associate
TD
Markham, ON
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 26 mins ago
HR
Spécialiste, Conseiller(ère) Beauté Désigné(e) /Specialist, Designated Beauty Advisor - Tom Ford
Holt Renfrew
Montreal, QC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 26 mins ago
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Associate Financial Advisor
CIBC
Port Elgin, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 26 mins ago
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People and Culture Business Partner
Progressive
Montreal, QC
- $81,500 to $99,200 USD / year
- Full-time
You'll be the trusted advisor to leaders, the go-to resource for employees, and the Canadian employment law expert helping drive business success while creating an exceptional employee…
Added 26 mins ago
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Energy Marshal
GagaMuller
Regina, SK
- Full-time
In this client-side safety and energy management role, you will support the safe energization, commissioning, and turnover of electrical and mechanical systems on large-scale data center…
Added 26 mins ago
SL
Advisor
Sun Life Insurance & Investments
Richmond Hill, ON
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 26 mins ago
RC
Manager - International Tax Business
RSM Canada
Toronto, ON
- Full-time
Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback – approximately 10- 20% of your time
Added 40 mins ago
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Senior Audit Manager - Capital Markets
BMO
Toronto, ON · FCP
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 40 mins ago
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Commercial Insurance Advisor
BrokerLink
Calgary, AB
- Full-time
We’re looking for a Commercial Insurance Advisor to join our IBU (Independent Business Unit) Service team.
Added 40 mins ago
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Senior Manager, U.S. Corporate Tax
MNP
Edmonton, AB · AB · Winnipeg, MB · Calgary, AB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll deliver innovative, strategic plans that address clients’ cross-border needs and minimize tax…
Added 40 mins ago
HI
Personal Insurance Advisor
HUB International
Red Deer, AB
- Part-time
HUB International is looking for a Personal Insurance Advisor to join our Red Deer team. In this role, you will manage and grow a book of personal lines business, providing clients with…
Added 55 mins ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Val-d'Or, QC
- Full-time
Added 55 mins ago
NB
Banking Advisor
National Bank of Canada
Kelowna, 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 55 mins ago
AS
Financial Licensed Assistant
Allan Small Financial Group with iA Private Wealth
Toronto, ON
- Full-time
· Supporting advisor with the review of client portfolios to ensure alignment with risk profile and applicable investment objectives
Added 55 mins ago
NB
Loan Syndication Agency Advisor
National Bank of Canada
Montreal, QC
- Full-time
As an Advisor - Syndication Agency, you play a key role in analyzing, coordinating and executing syndicated financing, in collaboration with numerous internal and external partners.
Added 55 mins ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
Bank Financial (NBF) means acting as a trusted advisor to high-net-worth
Added 56 mins ago
PB
Director of SEO
Powered by search
Remote, Canada
- Full-time
- Remote
You’ll manage 4-6 direct reports, work directly with executive stakeholders internally, and serve as a trusted advisor to senior client leaders.
Added 56 mins ago
Director, Product Marketing - Scotia Global Asset Management
Scotiabank
Toronto, ON
…support business growth, increase market share, and strengthen advisor and client adoption of priority products and asset classes. Accountable for delivering successful, compliant, and…
Added 56 mins ago
ScotiaMcLeod Senior Financial Planning Associate
Scotiabank
White Rock, BC
Support Advisor in creating and delivering client seminars related to financial planning topics
Added 56 mins ago
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Beauty Advisor - Part Time
Sephora
Red Deer, AB
- $17 to $20 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 56 mins ago
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Paid Services Beauty Advisor - Full Time
Sephora
Milton, ON
- $19.7 to $23.2 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 1 hour ago
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Client Advisor
RBC
Foremost, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 1 hour ago
UO
Senior Advisor, Research Chairs
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Client Service Orientation: Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to…

Desjardins

Wealth Management Advisor

Châteauguay, QC, Canada
Mercier, QC, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 18, 2026
Posting language: English
Posted: Nov 2, 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. Your role is to 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. You work closely with a client base consisting of affluent individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:

Advise members and clients on the best strategies and work with them to identify expected results.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Participate in outreach activities and represent the caisse in the community.

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 two 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, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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

2026-11-17

Apply About employer

More about this job

Responsibilities

The wealth management advisor develops and maintains trusting relationships with affluent clients to provide tailored financial advice and investment strategies. They collaborate with internal partners to design integrated solutions that balance client satisfaction with business objectives and risk management.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least two years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required.

Skills

Wealth management
Financial advisory
Investment strategies
Relationship management
Risk management
Customer service
Financial planning
Market analysis
Interpersonal skills
Sales
Portfolio management
Insurance products
Strategic planning
Communication
Problem solving
Business development

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 Services
Investments
Mutual Funds
Risk Management
Financial Planning
Client Relations
Insurance
Loans
Market Trends
Business Development
Portfolio Management
Financial Advisory
Strategic Planning
Customer Satisfaction
Telemedicine
Pension Plan
Hybrid Work
Financial Analysis

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