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Added 5 mins ago
GV
Senior Project Manager Construction & Commissioning / Chef de projet Senior Construction & Mise en service
GE Vernova
Brossard, QC
- Full-time
Added 21 mins ago
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Administrative Assistant, Human Resources (Temporary)
Elk Valley Resources
Elkford, BC
- Full-time
Reporting to the Senior Advisor, Human Resources, the Administrative Assistant, Human Resources is responsible for providing support to the Human Resources (HR) department on site.
Added 21 mins ago
Associate
Richardson Wealth Ltd
Calgary, AB
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 36 mins ago
M
Lead, Pharmacy Enablement
McKesson
Edmonton, AB
- Full-time
…known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we…
Added 36 mins ago
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Senior Advisor, Delivery Excellence and Innovation
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a Senior Advisor, Delivery Excellence and Innovation, you help transform and continuously improve ServiceNow delivery capabilities, ensuring alignment with industry best practices and…
Added 36 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 36 mins ago
Administrative Assistant, Human Resources (Temporary)
Elk Valley Resources
Elkford, BC
Reporting to the Senior Advisor, Human Resources, the Administrative Assistant, Human Resources is responsible for providing support to the Human Resources (HR) department on site.
Added 36 mins ago
Financial Planner, Scotia Financial Planning - Calgary
Scotiabank
Calgary, AB
…learning more about this role, please review our “Financial Advisor Investment and Retirement planning”…
Added 50 mins ago
K
Sea Logistics Customer Care Specialist
Kuehne+Nagel
AB · Edmonton, AB
- Full-time
…Representative, Sea Logistics Import, where you'll serve as a trusted advisor to customers, ensuring seamless shipment execution while building long-term partnerships. In this…
Added 50 mins ago
Employee Services Supervisor
Pembina Pipeline Corporation
Calgary, AB
…multifunctional team responsible for delivering consistent, high-quality HR services across the…
Added 50 mins ago
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Manager, US Commercial Services Finance
EPCOR
AB · Edmonton, Alberta
- Full-time
Delivering high-quality financial reporting, analysis, and business insights that support operational and business development decision-making while meeting established performance…
Added 1 hour ago
Sr Director RSM Marketing
Rogers Communications
Toronto, ON
Create a clear operating model, shared standards and an inclusive performance culture that strengthens capabilities, develops talent and improves speed, quality and accountability.
Added 1 hour 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 1 hour ago
SE
Outside Services Sales Representative (OSSR)
Schneider Electric
Ottawa, ON · ON · UNAVAILABLE, Ontario
- Full-time
This position will drive incremental growth of our Services revenue, cultivate the ‘trusted advisor’ relationship with our end-user / consultant /contractor clients, and provide education…
Added 1 hour ago
BC
Segment Interface Manager
Bechtel Corporation
Toronto, ON
- Full-time
Differentiated by the quality of our people and our relentless drive to deliver the most successful outcomes, we align our capabilities to our customers' objectives to create a lasting…
Added 1 hour ago
PA
Portfolio Manager
Purpose Advisor Solutions
Canada
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 1 hour ago
TD
Head of Performance Marketing
Tiller Digital
Calgary, AB
- Full-time
Ensure reliable measurement and analytics through oversight of GA4, GTM, conversion tracking, attribution, data quality, and technical QA.
Added 1 hour ago
Senior Finance Analyst - Energy Construction
Kiewit
Calgary, AB
…accounting and finance related functions. You’ll serve as a trusted advisor to both operations managers and executive management. The Senior Financial Analyst position requires strong…
Added 1 hour ago
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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
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Senior Audit Group Manager, Wealth (1245)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
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
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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…
Added 1 hour ago
B
Manager, Reporting & Analytics
BMO
Toronto, ON · FCP
- Full-time
Consults on analytical solutions to address the data and business intelligence to enable high-quality, fact-based business decisions and insights and optimize the user experience for BMO’s…
Added 1 hour ago
SB
05624 Inside Sales
Sally Beauty
Airdrie, AB
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 1 hour ago
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HS&E Field Advisor
Ledcor
Calgary, AB · Edmonton, AB · Fort McMurray, AB
- Full-time
You are an established Health & Safety Advisor with an extensive pipeline background that includes minimum 5+ years of supporting HS&E pipeline projects.

Desjardins

Wealth Management Advisor

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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