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Added 11 mins ago
NB
Associate
National Bank of Canada
Saint-Félicien, QC · St-Félicien, 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 11 mins ago
NB
Associate
National Bank of Canada
Victoriaville, 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 11 mins ago
NB
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, 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 11 mins ago
NB
Senior Director Benefits Governance
National Bank of Canada
Montreal, QC
- Full-time
…offering. As a recognized leader in the field, you act as a trusted advisor to the leadership teams and contribute to attracting, engaging, and retaining talent through competitive,…
Added 11 mins ago
NB
Wealth Associate
National Bank of Canada
Mississauga, ON
- 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 11 mins ago
NB
Wealth Associate
National Bank of Canada
London, ON
- 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 11 mins ago
NB
Senior Market Intelligence Advisor Insurance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Market Intelligence Advisor within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner to accelerate growth and optimize the…
Added 11 mins ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- 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 11 mins ago
NB
Senior Advisor Operational Risk Management
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor Operational Risk within the Operational Risk Governance and Transformation team at National Bank means acting as the lead specialist responsible for the…
Added 11 mins ago
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Director / Partner - Business Tax
Gravita
London, ON · Bristol-London, ON
- Full-time
Act as a trusted advisor to business owners, shareholders and senior leadership teams on a broad range of business tax matters.
Added 11 mins ago
NB
Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- 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 11 mins ago
NB
Associate
National Bank of Canada
Richmond, BC
- 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 11 mins ago
NB
Retirement Strategy Advisor
National Bank of Canada
Vancouver, BC
- Full-time
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during…
Added 11 mins ago
B
Head of People & Talent
BrandBastion
Remote, Canada
- Remote
Talent acquisition will be at the heart of your role. You'll take ownership of our recruitment strategy, partner with leaders across the business to define what great talent looks like, and…
Added 41 mins ago
BV
BILINGUAL HUMAN RECOURSES GENERALIST
Bureau Veritas | Marine & Offshore
Halifax, NS
- Full-time
2-4 years of progressive experience in an HR Generalist, HR Advisor, or similar role.
Added 1 hour ago
Automotive Sales Consultant - Canyon Creek Toyota
The Jim Pattison Auto Group
Calgary, AB
As a Product Advisor, you will be responsible for guiding customers through the entire vehicle purchase journey, while delivering a premium customer experience aligned with the Toyota brand.
Added 4 hours ago
MC
Bilingual Wish Discovery Coordinator (12-month contract)/Coordonnateur.trice, exploration des rêves (contrat 12 mois)
Make-A-Wish Canada
Montreal, QC
- Full-time
Added 4 hours ago
D
Personal Finance Advisor
Desjardins
Repentigny, QC · Terrebonne, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 5 hours ago
SR
Contract Specialist
STRIVE Recruitment Inc.
Hamilton, ON
- Full-time
STRIVE is a specialist recruitment firm offering proactive recruitment solutions in Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various…
Added 5 hours ago
EF
Assistant Branch Manager (Willoughby Branch)
Envision Financial
Langley (District), BC · Langley, BC
- $64,400 to $82,500 CAD / year
- Full-time
The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive…
Added 5 hours ago
TA
Automotive Parts Advisor
Trotman Auto Group
Abbotsford, BC
- Full-time
Abbotsford Chrysler - Automotive Parts Advisor
Added 5 hours ago
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Senior Manager, Complex Accounting-EN
CAE
Montreal, QC
- Full-time
Be a strategic business partner and advisor on accounting related issues to management and different finance teams, including: business units, merger and acquisition, tax, treasury,…
Added 5 hours ago
Service Specialist
The Canada Life Assurance Company
Vancouver, BC
Act as a liaison with head office and claims offices on issues/problems with respect to assigned clients. Actively seek to find solutions for client/advisor issues
Added 5 hours ago
Dir. Sportsnet Marketing
Rogers Communications
Toronto, ON
Act as a senior marketing advisor to business and content leaders, bringing a portfolio view to investment choices, market opportunities and competitive challenges.
Added 5 hours ago
CL
Service Specialist
Canada Life
Vancouver, BC
- Full-time
Act as a liaison with head office and claims offices on issues/problems with respect to assigned clients. Actively seek to find solutions for client/advisor issues

Desjardins

Wealth Management Advisor

Montreal, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 5, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

The work mode arrangement for the position is full-time on site.

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
Advanced proficiency in Italian due to the nature of the duties or work tools or because the position involves interactions with Italian-speaking partners, members and/or clients
Available for travel between the various service locations

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

2026-12-4

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with affluent clients by providing expert financial advice on investments, loans, and insurance. Additionally, you will manage client satisfaction, monitor market trends, and collaborate with internal partners to design integrated financial strategies.

Requirements

The role requires a bachelor's degree in a related field and a minimum of two years of relevant experience. Candidates must hold a mutual fund representative certificate and possess advanced proficiency in both English and Italian.

Skills

Wealth management
Financial advisory
Relationship management
Investment strategy
Risk management
Interpersonal savvy
Customer focus
Financial services
Market trends
Sales
Insurance products
Loan advisory
Business development
Communication
Problem solving
Strategic planning

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 Advisor
Mutual Fund Representative
Investments
Loans
Insurance
Risk Management
Financial Services
Market Trends
Business Owners
Strategy Development
Portfolio Management
Financial Planning
Customer Satisfaction
Banking
Asset Management
Financial Analysis
Relationship Building

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