Wealth Management Advisor
2 weeks ago
Join to apply for the Wealth Management Advisor role at Desjardins. 1 day ago – Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Responsibilities Maintain high-quality personalized business relationships to maximize the potential of existing members and clients. Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies. Recommend strategies and solutions to the senior advisor when developing plans. Monitor market movements and trends likely to influence members’ and clients’ investments. Take part in a range of promotional activities including speaking events, information sessions and other special events. Qualifications Bachelor's degree in a related field. A minimum of six years of relevant experience. Other combinations of qualifications and relevant experience may be considered. Mutual fund representative certificate – Autorité des marchés financiers. Knowledge of French is required. Benefits 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. Unposting Date: 2025-12-5 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 Get notified about new Wealth Management Advisor jobs in Gatineau, Quebec, Canada. #J-18808-Ljbffr
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Bilingual Advisor, IG Wealth Connect
2 weeks ago
Quebec, Canada IG Wealth Management Full timePOSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client experience....
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Remote Advisor
4 weeks ago
Quebec, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada IG Wealth Management Full timeA leading wealth management firm in Quebec City is seeking an Advisor for the Corporate Channel. This remote position requires securities licensing and 3+ years of client-facing financial planning experience. Candidates must be proficient in digital tools, with a strong emphasis on relationship building and customer service. Bilingualism in French and...
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Head of Sales
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Super Advisor Full timeHead of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...
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Wealth Advisor for UHNW Clients
2 weeks ago
Vancouver, Toronto, Montreal, Calgary, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada NW Strategic Private Wealth Management Group Full timeA private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...
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Investment Representative
1 week ago
Quebec, Canada IG Wealth Management Full timeInvestment Representative (IR) – IG Wealth Management Location: Montreal or Winnipeg. IG Wealth Management (part of IGM Financial Inc.) is a leading integrated wealth and asset management company with approximately $271 billion in assets under management. The company offers a broad range of financial planning and investment management services to over...
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Investment Representative
1 week ago
Quebec, Canada IG Wealth Management Full timeInvestment Representative (IR) – IG Wealth Management Location: Montreal or Winnipeg. IG Wealth Management (part of IGM Financial Inc.) is a leading integrated wealth and asset management company with approximately $271 billion in assets under management. The company offers a broad range of financial planning and investment management services to over...
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Wealth Management Advisor
4 weeks ago
Quebec, Canada Desjardins Full timeJoin to apply for the Wealth Management Advisor role at Desjardins. 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...
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Wealth Management Advisor
4 weeks ago
Quebec, Canada Desjardins Full timeJoin to apply for the Wealth Management Advisor role at Desjardins. 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...
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Wealth Management Advisor: Build Client Wealth
4 weeks ago
Quebec, Canada Desjardins Full timeA leading financial institution in Quebec is seeking a Wealth Management Advisor to cultivate relationships with clients and provide tailored financial advice. The ideal candidate will have a Bachelor's degree, relevant experience, and strong interpersonal skills. Join this firm to leverage your expertise in banking services and help clients achieve their...
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Wealth Management Advisor: Build Client Wealth
4 weeks ago
Quebec, Canada Desjardins Full timeA leading financial institution in Quebec is seeking a Wealth Management Advisor to cultivate relationships with clients and provide tailored financial advice. The ideal candidate will have a Bachelor's degree, relevant experience, and strong interpersonal skills. Join this firm to leverage your expertise in banking services and help clients achieve their...
