Wealth Management Advisor

4 days ago

Montreal, Quebec, Canada Desjardins 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 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

  • Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

  • Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners

  • Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors

  • Knowledge of compliance with legislation respecting the distribution of financial products and services

  • Knowledge of policies, legislation and standards related to products and services offered by the caisse

  • Available to work one evening per week, until 8pm

Action oriented, Customer Focus, Differences, Nimble learning

#LI-Hybrid

Trade Union (If applicable)

CAISSE D'ÉCONOMIE DES TRAVAILLEURS UNIS / Conv_Col_

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

Job Family

Member/client sales and service (FG)

Unposting Date

  • Junior Wealth Management Advisor

    2 weeks ago

    Montreal, Quebec, Canada Diligence Wealth Management | Manulife Wealth Inc. Full time

    About the CompanyAt 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 the...

  • Junior Wealth Management Advisor

    2 weeks ago

    Montreal, Quebec, Canada Manulife Wealth Full time

    About the CompanyAt 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 the...

  • Junior Advisor

    6 days ago

    Montreal, Quebec, Canada Manulife Wealth Full time

    About the CompanyWe 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...

  • ScotiaMcLeod Administrative Associate

    3 days ago

    Montreal, Quebec, Canada Scotia Wealth Management Full time

    Requisition ID: 244823ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...

  • Portfolio Manager, Managed Programs

    16 hours ago

    Montreal, Quebec, Canada Worldsource Wealth Management Full time

    English BelowÉNONCÉ DU POSTE :Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients à...

  • Wealth Management Advisor

    2 weeks ago

    Montreal, Quebec, Canada Desjardins 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 assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their...

  • ScotiaMcLeod Administrative Support Assistant

    6 days ago

    Montreal, Quebec, Canada Scotia Wealth Management Full time

    Requisition ID: 242013As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

  • ScotiaMcLeod Wealth Advisor Development Program

    4 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be empowered to...

  • Vice-President, Strategic Solutions

    2 weeks ago

    Montreal, Quebec, Canada IG Wealth Management Full time

    Location: Montreal or WinnipegIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, Investors Group is a key part of IGM's business...

  • Associate Wealth Advisor

    2 weeks ago

    Montreal, Quebec, Canada RBC Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team's wealth management strategy for clients is the main focus...