Strategic Wealth Advisor

About the Company At Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies. As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with...

About the Company We are a high-performing wealth management team serving established professionals, business owners, and families with complex financial needs. Our practice centers on disciplined investment management, thoughtful retirement planning, and long-term wealth structuring, delivered with professionalism, accountability, and a personal CFO...

Junior Advisor / Wealth Management Associate Career-Track Role – Client-Facing & Developmental About Us We are a high-performing wealth management team serving established professionals, business owners, and families with complex financial needs. Our practice centers on disciplined investment management, thoughtful retirement planning, and long-term wealth...

A leading wealth management firm in Montreal is seeking a Wealth Management Associate to build their own advisory practice from scratch. This role focuses on developing client relationships while being mentored by experienced advisors. Key responsibilities include outreach to prospects, financial analysis preparation, and participating in client meetings....

A global provider of financial technology solutions is seeking a Sales Director to drive growth within the Advisor Wealth Technology segment in Canada. This role involves building strategic sales initiatives and managing a full sales cycle while targeting advisory groups. The ideal candidate will have over 5 years of B2B software sales experience and a...

A global provider of financial technology solutions is seeking a Sales Director to drive growth within the Advisor Wealth Technology segment in Canada. This role involves building strategic sales initiatives and managing a full sales cycle while targeting advisory groups. The ideal candidate will have over 5 years of B2B software sales experience and a...

A global provider of financial technology solutions is seeking a Sales Director to drive growth within the Advisor Wealth Technology segment in Canada. This role involves building strategic sales initiatives and managing a full sales cycle while targeting advisory groups. The ideal candidate will have over 5 years of B2B software sales experience and a...

A leading financial institution in Montreal West seeks a Wealth Management Advisor responsible for developing and maintaining client relationships. Candidates will advise on financial strategies and products, requiring a Bachelor's degree and a mutual fund certificate. Knowledge of French is essential. The position offers a competitive salary, four weeks of...

A leading cooperative financial group in Montreal is seeking a Wealth Management Advisor to develop and sustain strong business relationships with clients and manage their financial needs. The ideal candidate should have a bachelor's degree, relevant experience, and proficiency in both French and English. This role involves advising on strategies to meet...

Join to apply for the Wealth Management Advisor role at Desjardins Responsibilities 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...