Posted last month
Wealth Management Senior Advisor
@ Desjardins
Montréal, Quebec
Overview
Desjardins is hiring a Senior Wealth Management Advisor to serve, solicit and develop business relationships with mass-affluent Signature Service members and clients. The role advises clients on savings and investment strategies under a 360° approach, carries out and follows up on plans, and manages risk and compliance. The posting offers a competitive salary with annual bonus, four weeks of flexible vacation, a defined benefit pension and hybrid work.
Responsibilities:
- Advise and assist members and clients on savings and investment strategies
- Follow up on strategies and provide premium support
- Maintain business relationships with clients and expert partners
- Carry out business development activities under the 360° approach
- Ensure sound risk and compliance management
Requirements summary:
- Bachelor's degree in a related field
- Minimum six years of relevant experience
- CIRO registration as a registered representative
- Financial planning designation
- Mutual fund representative certificate from the AMF
- Knowledge of French required
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-09-23
- First seen by our source
- 2026-10-10
- Source record updated
- 2026-10-29
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business development |
| Experience | 6+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | CIRO registered representative, Financial planning designation |
| Education | Bachelor’s degree (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Desjardins
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
- LinkedIn followers
- 379,882
- People associated on LinkedIn
- 43,673
- Reported office locations
- 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
- 11 King St W, Toronto, ON M5H 4C7, CA
- 110 9 Ave SW, Calgary, AB T2P 0T1, CA
- 1 Complexe Desjardins, Montreal, QC H2X, CA
- Business categories
- Banking
- InsurTech
- Insurance
- Financial Services
- Other recorded names
- Desjardins
- Specialties
- Services financiers
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Lévis, Québec |
| Organization type | Privately Held |
| Specialties | Services financiers |
| Open jobs on Jobsy | 124 |
| View page |
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:
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.
#LI-Hybrid
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
Registration with the CIRO as a registered representative
Financial planning designation
Mutual fund representative certificate – Autorité des marchés financiers
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!
Job Family
Member/client sales and service (FG)Journal
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