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Added 12 mins ago
M
Designated Professional (CPA), Assurance and Accounting
MNP
Williams Lake, BC
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial…
Added 12 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Donnacona, 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 12 mins ago
M
Manager, Recovery & Restructuring
MNP
Calgary, AB
- Full-time
…professionals assists lenders and debtors with managing challenging financial situations. As a trusted advisor, you’ll help clients navigate through times of financial…
Added 12 mins ago
NB
Banking Advisor
National Bank of Canada
Longueuil, 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 12 mins ago
NB
Financial Planner
National Bank of Canada
Montreal, QC
- Full-time
A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you…
Added 12 mins ago
M
Senior Manager / Manager, Recovery & Restructuring (Full Time)
MNP
Montreal, QC
- Full-time
…professionals assists lenders and debtors with managing challenging financial situations. As a trusted advisor, you’ll help clients navigate through times of financial…
Added 12 mins ago
M
Manager, Corporate Finance - Due Diligence
MNP
Montreal, QC
- Full-time
…opportunities in an ever-changing business environment. As a trusted advisor, you will offer innovative solutions that meet our clients’ due…
Added 12 mins ago
M
Manager, Indigenous Services
MNP
Winnipeg, MB
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial…
Added 12 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, 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 12 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, 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 12 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, 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 12 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, 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 12 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, 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 27 mins ago
RB
Financial advisor
Royal Bank of Canada
Montreal, QC
- Full-time
Do you have more than 2 years of experience as a financial advisor and have successfully completed, are in the process of completing, or wish to complete the Certificate of Achievement in…
Added 4 hours ago
OA
Parts Advisor - Bridgewater
O'Regan's Automotive Group
Bridgewater, NS
- Full-time
Added 4 hours ago
C
Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]
CIBC
Brampton, ON
- Full-time
Added 4 hours ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- 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 4 hours ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- 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 7 hours ago
C
Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]
CIBC
Mississauga, ON · Brampton, ON · Maple, ON · Woodbridge, ON
- Full-time
Added 8 hours ago
C
Associate Financial Advisor
CIBC
Mississauga, ON
- Full-time
Added 8 hours ago
C
Associate Financial Advisor
CIBC
Kingston, ON
- Full-time
Added 13 hours ago
C
VP Consulting Services, Banking & Financial Services
CGI
Montreal, QC
- Full-time
We are looking for an accomplished executive to join our Financial Services practice in Greater Montréal as Vice-President, Consulting Services.
Added 13 hours ago
RJ
Licensed Wealth Advisor Assistant
Raymond James Ltd.
Calgary, AB
- Full-time
Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of…
Added 15 hours ago
NB
CONSEILLER, STRATEGIE RETRAITE
National Bank of Canada
Mont-Royal, QC
- 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 15 hours ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
…National Bank means acting as a credit professional and providing financial planning advice to a high-net-worth clientele. Through your relationship-building and business development…

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins du Cœur-de-l'Île, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 25, 2026
Posting language: English
Posted: Nov 9, 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
Available to work one evening per week

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

2026-11-24

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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 partners to design integrated solutions while balancing client satisfaction, business objectives, and prudent 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, along with proficiency in French.

Skills

Wealth management
Financial advisory
Relationship management
Investment strategy
Risk management
Customer satisfaction
Interpersonal savvy
Financial services
Market trends
Sales
Action oriented
Customer focus
Nimble learning

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
Investments
Loans
Insurance
Mutual Fund Representative
Financial Services
Risk Management
Business Development
Client Relations
Hybrid Work
Pension Plan
Telemedicine
Market Trends

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