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Added 2 days ago
Wealth Management Senior Advisor
Desjardins
Beloeil, QC · Saint-Hyacinthe, QC · Sorel-Tracy, QC
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 3 days ago
Wealth Management Senior Advisor
Desjardins
Saint-Georges, QC · Service Signature Beauce-Appalaches-Etchemins
Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and…
Added 2 days ago
Senior Financial Advisor (Wealth Advisor)
MT Talent Solutions Inc.
Hamilton, ON
Full-time
MT Talent Solutions is proud to partner with a respected and well-established private wealth management practice in the Hamilton region to recruit an experienced Senior Financial Advisor /…
Added 12 days ago
Senior Advisor/Lead Advisor, Wealth Management
Wealthsimple Technologies
Remote, Canada
$124,000 to $192,000 CAD / year
Full-time · Remote
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and…
Added 16 days ago
Wealth Management Senior Advisor
Desjardins
Montreal, QC · Repentigny, QC · Longueuil, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 16 days ago
Wealth Management Senior Advisor
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.
Added 29 days ago
Senior Manager, Advisor Services, International Wealth Management - Toronto, ON
Scotia Wealth Management
Toronto, ON
Full-time
The Senior Manager, Advisor Services is a strategic leader responsible for advancing the advisor experience and driving the successful adoption, optimization, and evolution of the Total…
Added 1 month ago
Senior Manager, Advisor Services, International Wealth Management - Toronto, ON
Scotiabank
Toronto, ON
The Senior Manager, Advisor Services is a strategic leader responsible for advancing the advisor experience and driving the successful adoption, optimization, and evolution of the Total…
Added 10 days ago
Wealth Management Senior Advisor
Desjardins
Beloeil, QC · Saint-Hyacinthe, QC · Sorel-Tracy, QC
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 4 months ago
(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)
Wealthsimple Technologies
Remote, Canada
$124,000 to $192,000 CAD / year
Full-time · Remote
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and…
Added 3 months ago
Wealth Management Advisor (Junior to Experienced)
Manulife Wealth
Dorval, Quebec
Full-time
#WealthManagement #FinancialAdvisor #FinanceCareers #MontrealJobs #EntrepreneurialCareers
Added 9 days ago
Senior Wealth Advisor
Sylvain Morin & Associates
Halifax, NS
Full-time
Role Description The Senior Wealth Advisor is a full-time, on-site role based in Halifax, NS. The individual in this role will provide holistic financial and retirement planning advice,…
Added 11 days ago
Senior Manager, Wealth Management Finance
Scotiabank
Toronto, ON
The Senior Manager, Wealth Management Finance is responsible for leading the financial planning, analysis, reporting, and consolidation activities for Canadian Wealth Management business…
Added 1 month ago
Senior Wealth Advisor
ATB
Edmonton, AB · Fort Saskatchewan, AB · Leduc, AB · Sherwood Park, AB · Spruce Grove, AB · St. Albert, AB
Full-time
As ATB Wealth’s next Senior Wealth Advisor you are intrigued by the thought of running an enterprise under the guidance of ATB Wealth, do you have an entrepreneurial mind set and like the…
Added 5 days ago
Senior Wealth Advisor
ATB
Fort McMurray, AB
Full-time
…and resources of an award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies. You are the architect…
Added 29 days ago
Senior Wealth Advisor
ATB
Calgary, AB
Full-time
As ATB Wealth’s next Senior Financial Advisor you are intrigued by the thought of running an enterprise under the guidance of ATB Wealth, do you have an entrepreneurial mind set and like…
Added 9 days ago
Senior Manager, Wealth Management Canada (WMC) Finance
RBC
Toronto, ON
Full-time
Senior Manager, Wealth Management Canada Finance – a strategic finance role supporting Dominion Securities Retail within WMC, Canada's largest full-service brokerage by AUA. As a trusted…
Added 4 days ago
Senior Manager, Canadian Wealth Management Finance
Scotiabank
Toronto, ON
The Senior Manager, Wealth Management Finance manages the financial analysis and reporting functions for Private Banking Business Line of Canadian Wealth Management segment of Global Wealth…
Added 13 days ago
Senior Manager - Asset Management & Wealth (18-mo Contract)
Scotiabank
Toronto, ON
Act as a trusted advisor to senior leaders across asset management and wealth
Added 8 days ago
Senior Manager, Wealth Management Canada (WMC) Finance
RBC Dominion Securities
Toronto, ON
Full-time
Senior Manager, Wealth Management Canada Finance – a strategic finance role supporting Dominion Securities Retail within WMC, Canada's largest full-service brokerage by AUA. As a trusted…
Added 9 days ago
Senior Manager, Wealth Management Canada (WMC) Finance
Royal Bank of Canada
Toronto, ON
Full-time
Senior Manager, Wealth Management Canada Finance – a strategic finance role supporting Dominion Securities Retail within WMC, Canada's largest full-service brokerage by AUA. As a trusted…
Added 29 days ago
Senior Insurance Advisor, Wealth Insurance, GWM
Scotiabank
Toronto, ON
The Senior Insurance Advisor works under the guidance of an established Senior Insurance Consultant (SIC) to help drive life insurance results within a growing region. The incumbent will…
Added 15 days ago
Senior Test Manager (Wealth Management SME)
Cognizant
Toronto, ON
$100,000 to $133,000 CAD / year
Full-time
In this role, you will lead end-to-end testing and delivery governance for large-scale Canadian Wealth Management transformation programs. You will serve as the Senior Test Manager, you…
Added 9 days ago
Senior Tax Planner, Wealth Management
Wealthsimple Technologies
Remote, Canada
$124,000 to $155,000 CAD / year
Full-time · Remote
As a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your job isn't to build a…
Added 1 month ago
Business Transformation Architecture - Senior Manager - Wealth and Asset Management
EY
Toronto, ON
…energy and a strong desire to succeed. As a leader in EY’s Wealth Management team, you will play a critical role in providing a wide range of advisory services across various lines of…

Desjardins

Wealth Management Senior Advisor

Montreal, QC, Canada
Repentigny, QC, Canada
Longueuil, QC, Canada
Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny), Canada

Job type: Full-time
Apply by: Sep 29, 2026
Posting language: English
Posted: Sep 4, 2026

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Original job description

As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor for the 360° wealth management approach and for savings and investments, providing members and clients with premium support. As a business relationship leader, you develop high-level financial strategies. You work closely with a team of expert professionals and specialized partners from various fields to implement the 360° approach. Interpersonal savvy and communication skills are therefore essential. You work with a large client base, made up mainly of high-income earners, professionals and business owners with complex, specific needs. Your work and initiatives require extensive, in-depth knowledge of your line of business and cross-sector, detailed understanding of the organization. You balance member/client satisfaction, objectives, sound and prudent risk and compliance management, and rigorous implementation of the business model, its offerings and delivery. You represent Desjardins and enter the organization into agreements with members and clients. You have leeway and opportunities to establish and negotiate product and service terms. You serve as an expert in your line of work, mentoring and coaching members of your team. More specifically, you will be required to :

Drum up new business and develop the full potential of existing members and clients.
Set goals and advise members and clients on the best strategies.
Develop a comprehensive 360° offering based on member and client needs.
Actively contribute to meeting sales objectives by developing action plans based on the business plan.
Monitor stock market movements and trends likely to influence investments.
Stay up-to-date on market trends and best practices in your field.
Play an active role in promotional and public relations activities and maintain a presence in the business 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

* Benefits apply based on eligibility criteria.

What you bring to the table

Bachelor's degree in a related field
A minimum of eight years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required

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

2026-09-28

Apply About employer

More about this job

Responsibilities

You will manage and develop business relationships with high-income clients while providing tailored 360° wealth management strategies. Additionally, you will lead sales initiatives, mentor team members, and ensure compliance with organizational risk management standards.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least eight years of relevant professional experience. Proficiency in French is a mandatory requirement for this role.

Skills

Wealth management
Business development
Financial strategy
Relationship management
Investment advice
Risk management
Compliance management
Mentoring
Coaching
Communication skills
Interpersonal skills
Sales
Public relations
Market analysis

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Advisor
Business Development
Investment Strategy
Client Relations
Risk Management
Compliance
Sales Objectives
Market Trends
Public Relations
Mentoring
Coaching
High-net-worth
Financial Planning
Portfolio Management
Banking
Desjardins
Hybrid Work

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