Find work in Canada.

624,694 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 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 3 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 11 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 12 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 14 hours ago
NB
CONSEILLER, STRATEGIE RETRAITE
National Bank of Canada
Mont-Royal, QC
- Full-time
Significant experience in financial planning, wealth management, retirement strategies or advisory servicesen cours de l'obtention
Added 14 hours ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
Deliver credit solutions and wealth management advice to high-net-worth clients and their families, in close collaboration with Wealth Advisors.
Added 15 hours ago
HI
Insurance Advisor, Mobile Auto
HUB International
Langley (District), BC · Langley, BC
- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 23 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 23 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 1 day ago
C
Associate Insurance Advisor - Farm Specialist
Co-operators
Ponoka, AB
- Full-time
Identify referral opportunities for Life, Disability and Wealth Management services
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
This is not a traditional administrative position. We are looking for a confident wealth management professional who demonstrates sound judgment, takes initiative, anticipates client and…
Added 1 day ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
CF
Compliance Officer, Registrations
CI Financial
Toronto, ON
- Full-time
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently…
Added 2 days ago
K
Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
KPMG’s Management Consulting practice is growing its Strategy & Operations team focused on insurance and wealth management. We are looking for Consultants who want to help leading financial…
Added 2 days ago
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Developing as a trusted advisor within Financial Services, with a focus on Wealth and Asset Management and related sectors.
Added 2 days ago
MF
Solution Architect
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 days ago
K
Senior Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
KPMG’s Management Consulting practice is growing its Strategy & Operations team focused on insurance and wealth management. We are looking for Senior Consultants who want to help leading…
Added 2 days ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
A passion for learning and growing in the wealth management space.
Added 2 days ago
TW
Business Advisor, Agriculture
Thrive Wealth Management
Humboldt No. 370, SK · Prince Albert, SK · Humboldt, SK
- Full-time
You will be providing needs-based holistic financial advice (e.g. credit and wealth solutions; cash management services to support banking and deposit management) to our agriculture members.
Added 2 days ago
TW
Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a full-time, temporary Financial Advisor in Saskatoon, SK at our Eighth branch, with an end date February 2028, you are responsible for understanding our members’ financial goals and…
Added 2 days ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Calgary, AB
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 2 days ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Montreal, QC
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 2 days ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Chilliwack, BC
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 2 days ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Vancouver, BC
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…

Desjardins

Wealth Management Advisor

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

Full-time

Apply About employer

Applications open in a new tab.

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

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 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

Report this job