Wealth Management Advisor
Granby, 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
Granby, 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 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
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 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
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 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, 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 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 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 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 develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized ...
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized ...
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 ...
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 ...
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 ...
RBC Wealth Management is a part of Royal Bank of Canada ("RBC"), one of the largest providers of financial services in the world.RBC Wealth Management Canada is comprised of six complementary lines ...
RBC Wealth Management is a part of Royal Bank of Canada ("RBC"), one of the largest providers of financial services in the world.RBC Wealth Management Canada is comprised of six complementary lines ...
RBC Wealth Management is a part of Royal Bank of Canada ("RBC"), one of the largest providers of financial services in the world.RBC Wealth Management Canada is comprised of six complementary lines ...
RBC Wealth Management is a part of Royal Bank of Canada ("RBC"), one of the largest providers of financial services in the world.RBC Wealth Management Canada is comprised of six complementary lines ...
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?
As of Sep 3, 2026, the average yearly pay for wealth management in Quebec is $76,937.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $91,000.00 per year, depending on experience, location, and employer.
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 is wealth management?
Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.
What are the key skills and qualifications needed to thrive in wealth management, and why are they important?
To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.
What are some common challenges faced by professionals in wealth management and how can they be addressed?
Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.
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?
Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.
What does a wealth management do?
A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs
What are the most commonly searched types of Wealth Management jobs in Quebec?
The most popular types of Wealth Management jobs in Quebec are:
What are popular job titles related to Wealth Management jobs in Quebec?
For Wealth Management jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Wealth Management jobs in Quebec look for?
The top searched job categories for Wealth Management jobs in Quebec are:
What cities in Quebec are hiring for Wealth Management jobs?
Cities in Quebec with the most Wealth Management job openings:
Full-time
Medical, Retirement, PTO
Re-posted 23 days ago
Job description
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 individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. 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.
#LI-Hybrid
What you bring to the table
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate - Autorite des marches financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Specialized knowledge of tax, financial and succession issues for individuals and businesses
- 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 debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards related to products and services offered by the caisse
- Knowledge of the Desjardins business processes
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!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)Unposting Date
2026-09-9