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 ...
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 ...
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 ...
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 ...
As a wealth management advisor at Caisse Desjardins de Lachine, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure they ...
As a wealth management advisor at Caisse Desjardins de Lachine, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure they ...
Wealth Management Advisor
Levis, QC · Hybrid
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 ...
Wealth Management Advisor
Levis, QC · Hybrid
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 ...
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 ...
New
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 ...
New
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 ...
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 ...
Wealth Management Advisor
Nicolet, QC · Hybrid
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 ...
Wealth Management Advisor
Nicolet, QC · Hybrid
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Wealth Management Advisor
Matane, QC · Hybrid
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 ...
Wealth Management Advisor
Matane, QC · Hybrid
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
This role delivers holistic wealth management solutions aligned with clients' short and longterm goals by representing the full Total Wealth offering and collaborating closely with the Centralized ...
This role delivers holistic wealth management solutions aligned with clients' short and longterm goals by representing the full Total Wealth offering and collaborating closely with the Centralized ...
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 ...
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 ...
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 ...
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 ...
Cross Border Tax and Estate Planning Consultant, Private Wealth
CA$135K - CA$185K/yr
Wealth Sales & Service Please note that the location is flexible. Preference for Vancouver. This ... Able to manage ambiguity. * Broad knowledge of financial institutions, services and products.
Cross Border Tax and Estate Planning Consultant, Private Wealth
CA$135K - CA$185K/yr
Wealth Sales & Service Please note that the location is flexible. Preference for Vancouver. This ... Able to manage ambiguity. * Broad knowledge of financial institutions, services and products.
As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and ...
As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and ...
As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and ...
As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and ...
Wealth Management information
See Quebec salary details
$25K - $37.5K
7% of jobs
$46.9K is the 25th percentile. Wages below this are outliers.
$37.5K - $50K
23% of jobs
The median wage is $60.7K / yr.
$50K - $62.5K
22% of jobs
$62.5K - $75K
15% of jobs
$84K is the 75th percentile. Wages above this are outliers.
$75K - $87.5K
10% of jobs
$87.5K - $100K
6% of jobs
$100K - $112.5K
5% of jobs
$112.5K - $125K
4% of jobs
$125K - $137.5K
3% of jobs
$137.5K - $150K
2% of jobs
$150K - $162.5K
1% of jobs
$25K
$76.9K
$162.5K
How much do wealth management jobs pay per year?
What is wealth management?
Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.
What are some common challenges faced by professionals in wealth management and how can they be addressed?
What is the difference between Wealth Management vs Financial Advisor?
| Aspect | Wealth Management | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often preferred | CFP, Series 7, Series 66 often required |
| Work Environment | High-net-worth client focus, comprehensive services | General client financial planning, investment advice |
| Employer & Industry | Private banks, wealth management firms | Independent, banks, financial planning firms |
Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.
Is wealth management a high paying career?
What are the key skills and qualifications needed to thrive in wealth management, and why are they important?
What is wealth management?

Full-time
Medical, Retirement, PTO
This job post has expired today. Applications are no longer accepted.
Job description
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 - Autorite des marches 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)