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Added 5 mins ago
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Personal Finance Advisor
Desjardins
Mont-Laurier, QC · Caisse Desjardins du Coeur des Hautes-Laurentides
- 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 mins ago
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Mobile Mortgage Advisor (Richmond Hill, ON) - 100% Commission
CIBC
Richmond Hill, ON · ON
- Full-time
As a member of the Personal and Business Banking team, you’ll leverage your banking and mortgage experience to help clients achieve their home ownership dreams. As a Mobile Mortgage…
Added 5 mins ago
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Sr. Financial Advisor CIRO-ID (Urban)
CIBC
Toronto, ON
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 5 mins ago
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Estate Planning Consultant
BMO
Saskatoon, SK · RC_Sask
- Full-time
…increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter…
Added 5 mins ago
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Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 19 mins ago
VF
Member Advisor (Penticton Main Branch)
Valley First
Penticton, BC
- $46,900 to $50,200 CAD / year
- Full-time
We are currently seeking a Member Advisor to join our team.
Added 19 mins ago
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Senior Advisor, Market Strategy & Commercialization
TransUnion
Toronto, ON
- Full-time
…through strategic insights and market activation. As Senior Advisor, Market Strategy & Commercialization, you will be a catalyst for transformation, shaping commercial strategies,…
Added 19 mins ago
K
Sea Logistics Customer Care Specialist
Kuehne+Nagel
AB · Edmonton, AB
- Full-time
As a member of the Freight Forwarding team Kuehne+Nagel, you will play a key role in transporting goods, optimising processes, and fulfilling our customers' promises. And by transporting…
Added 34 mins ago
Sr Director RSM 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 34 mins ago
DC
Electrical Engineer
Dillon Consulting Limited
St. John's, NL · Halifax, NS · Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
…multidisciplinary team environment? Are you a thought leader, a trusted advisor, and a problem solver? We are currently seeking an Electrical Engineer to join our Halifax team. As our…
Added 49 mins ago
B
Estate Planning Consultant
BMO
Saskatoon, SK
- Full-time
…increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter…
Added 49 mins ago
PA
Portfolio Manager
Purpose Advisor Solutions
Canada
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 49 mins ago
TD
Head of Performance Marketing
Tiller Digital
Calgary, AB
- Full-time
…marketing practice serving mid-market B2B SaaS clients. As a member of Tiller's leadership team, you will own client performance outcomes, team development, and the systems that enable…
Added 1 hour ago
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Personal Insurance Advisor
BrokerLink
Canmore, AB
- Full-time
We are looking for a Personal Insurance Advisor to join our Canmore Team.
Added 1 hour ago
M
Co-op Accountant, Assurance and Accounting (May 2027)
MNP
Mitchell, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
M
Co-op Accountant, Assurance and Accounting (May 2027)
MNP
Mount Forest, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
M
Co-op Accountant, Assurance and Accounting (September 2027)
MNP
Mitchell, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
M
Co-op Accountant, Assurance and Accounting (September 2027)
MNP
Mount Forest, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
Financial Advisor - Vernon, BC
Scotiabank
Vernon, BC
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…
Added 1 hour ago
Senior Financial Advisor Trainee - Whitehorse, Yukon, Territory
Scotiabank
Whitehorse, YT
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…
Added 1 hour ago
M
Senior Analyst, Transfer Pricing
MNP
Toronto, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll deliver innovative tax solutions that mitigate clients’ risk of transfer pricing adjustments and…
Added 1 hour ago
Member Advisor (Penticton Main Branch)
First West
Penticton, BC
We are currently seeking a Member Advisor to join our team.
Added 1 hour ago
GF
Sales (Fitness Advisor) - Vaughan Keele and Highway 7
GoodLife Fitness
Vaughan, ON
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Montreal, QC
- 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. Your…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Blainville, 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…

Desjardins

Wealth Management Advisor

Montreal, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 19, 2026
Posting language: English
Posted: Nov 6, 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)

CAISSE DU CENTRE-EST DE MONTRÉAL (30261 / Conv_Col_00085) (2016-04-07 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-18

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with affluent clients to provide tailored financial advice and investment strategies. Additionally, you will manage business relationships, monitor service quality, and collaborate with experts to design integrated financial solutions.

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 also required.

Skills

Wealth management
Financial advice
Investment strategies
Relationship management
Customer service
Risk management
Financial planning
Interpersonal savvy
Market trends analysis
Sales
Insurance products
Business development
Communication
Strategic planning
Problem solving
Financial analysis

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
Loans
Insurance
Mutual Fund Representative
Financial Planning
Risk Management
Client Satisfaction
Business Development
Hybrid Work
Pension Plan
Telemedicine
Market Trends
Financial Strategy
Relationship Management
Portfolio Management
Asset Management
Financial Advisor

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