Wealth Management Advisor

6 hours ago

Montreal, Quebec, Canada Desjardins Full time US$60,000 - US$150,000 per year

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 financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premium support to members and clients. You carry out and follow up on strategies. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach. 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 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 six years of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • CIRO's registration as Registered Representative - Undefined issuing entity

  • Knowledge of French is required

Action oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Trade Union (If applicable)

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 days ago

    Montreal, Quebec, Canada Diligence Wealth Management | Manulife Wealth Inc. Full time $100,000 - $150,000 per year

    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 days ago

    Montreal, Quebec, Canada Manulife Wealth Full time $60,000 - $120,000 per year

    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...

  • Wealth Compliance Advisor

    6 days ago

    Montreal, Quebec, Canada Richardson Wealth Full time $60,000 - $120,000 per year

    About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...

  • Wealth Compliance Advisor

    6 days ago

    Montreal, Quebec, Canada Richardson Wealth Ltd Full time $60,000 - $120,000 per year

    About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...

  • Manager Client Relations

    1 week ago

    Montreal, Quebec, Canada IG Wealth Management Full time $80,000 - $120,000 per year

    Location: MontrealIGM 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, IG Wealth Management is a key part of IGM's business model,...

  • Bilingual Advisor Support Analyst

    7 days ago

    Montreal, Quebec, Canada Manulife Wealth & Asset Management Full time $58,275 - $97,500 per year

    Advisor Support team is looking for an Advisor Support Analyst to join our team. As a member of our team within the Manulife Wealth organization you will be working closely with the advisors and their support staff to resolve service-related escalations and assist in process related inquiries. Working with Account Managers and partners across Operations, you...

  • Bilingual Banking Advisor

    1 week ago

    Montreal, Quebec, Canada Aviso Wealth Full time $46,000 - $55,000

    Aviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic...

  • Bilingual Banking Advisor

    1 week ago

    Montreal, Quebec, Canada Aviso Wealth Full time $40,000 - $55,000 per year

    Aviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic...

  • Vice-President, Strategic Solutions

    2 days ago

    Montreal, Quebec, Canada IG Wealth Management Full time $150,000 - $200,000 per year

    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...

  • Wealth Management Advisor

    1 week ago

    Montreal, Quebec, Canada Desjardins Full time $90,000 - $120,000 per year

    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...