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Added 55 mins ago
Social Worker Degree
HealthCareersInSask.ca
Saskatoon, SK
Job Description: To provide clinical and related services to individuals who are admitted to the Mental Health Inpatient units in order to facilitate their early discharge and recovery in…
Added 55 mins ago
Physical Therapist Degree Senior
HealthCareersInSask.ca
Rosetown, SK
Part-time
…to clients. Reports directly to Manager. Plans and delivers community therapy services to individuals, families and groups. Completes a needs analysis for individuals and groups within…
Added 55 mins ago
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Regina, SK
Part-time
Facility: Four Directions Community Health Centre
Added 55 mins ago
Pharmacy Technician
HealthCareersInSask.ca
Kindersley, SK
Full-time
…products and supplies to Nursing Units, facilities and other community based health care…
Added 1 hour ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Mississauga, ON
Full-time
You will lead the sales community to success. Communicate effectively to set direction for the team in line with the company’s vision and strategy.
Added 2 hours ago
Member Service Representative
Jobbe
Alberton, PE
Full-time
Looking for an opportunity to build a career in financial services? Join our Alberton branch as a Member Service Representative and gain valuable banking experience. This role is ideal for…
Added 2 hours ago
Member Service Representative
Jobbe
O'leary, PE
Full-time
Looking for an opportunity to build a career in financial services? Join our O'Leary branch as a Member Service Representative and gain valuable banking experience. This role is ideal for…
Added 2 hours ago
Member Service Representative
Jobbe
Tyne Valley, PE
Full-time
Looking for an opportunity to build a career in financial services? Join our Tyne Valley branch as a Member Service Representative and gain valuable banking experience. This role is ideal…
Added 2 hours ago
Market Development Manager
Desjardins
Brossard, QC · Caisse Desjardins de Brossard
Full-time
Promote the Desjardins brand and strengthen the organization’s roots in the community.
Added 4 hours ago
Seasonal Customer Experience Representative
Indigo Books & Music
Mississauga, ON
$17.6 CAD / hour
Contract
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 4 hours ago
Seasonal Customer Experience Representative
Indigo
Mississauga, ON
$17.6 CAD / hour
Contract
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 6 hours ago
Seasonal Customer Experience Representative
Indigo Books & Music
Cornwall, ON
Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 6 hours ago
Seasonal Customer Experience Representative
Indigo
Cornwall, ON
Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 10 hours ago
Community Disability Worker (Part-time)
Catholic Social Services Alberta
Delburne, AB
Part-time
…persons with developmental disabilities, supporting mental health challenges and implementing programs tailored to individual needs. The successful candidate will be creative, energetic,…
Added 10 hours ago
Seasonal Customer Experience Representative
Indigo Books & Music
Regina, SK
Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 10 hours ago
Seasonal Customer Experience Representative
Indigo
Regina, SK
Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 11 hours ago
Portfolio Administrator
Aviso
Toronto, ON
$70,000 to $80,000 CAD / year
Full-time
…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…
Added 11 hours ago
Banking advisor
National Bank of Canada
Kamloops, BC
Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 11 hours ago
Investment Development Specialist
National Bank of Canada
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Full-time
Health and wellness program, including many options
Added 11 hours ago
Kettle Runner - Temporary
The Salvation Army Canada and Bermuda Territory
Kelowna, BC · Sutherland, ON · Okanagan Central Community Church - Sutherland
Part-time
Be a positive and outgoing representative of The Salvation Army Okanagan Central.
Added 12 hours ago
Customer Service Representative
Farm Boy Inc.
Kitchener, ON
From $17.95 CAD / hour
Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 12 hours ago
Customer Service Representative
Farm Boy Inc.
Kitchener, ON
$17.95 CAD / hour
Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 12 hours ago
Kettle Counter Lead - Temporary
The Salvation Army Canada and Bermuda Territory
West Kelowna, BC · Okanagan Central Community Church - Westbank
Part-time
Be a positive and outgoing representative of The Salvation Army Okanagan Central
Added 13 hours ago
2026 Seasonal Customer Experience Representative
Indigo Books & Music
Welland, ON
$17.6 to $26.4 CAD / hour
Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 13 hours ago
2026 Seasonal Customer Experience Representative
Indigo
Welland, ON
$17.6 to $26.4 CAD / hour
Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…

Desjardins

Wealth Management Advisor

Saint-Charles-de-Bellechasse, QC, Canada
Saint-Anselme, QC, Canada
Saint-Raphaël, QC, Canada
Levis, QC, Canada
Saint-Henri, QC, Canada
Sainte-Claire, QC, Canada
Beaumont, AB, Canada
Caisse Desjardins de Bellechasse, Canada

Job type: Full-time
Apply by: Dec 25, 2026
Posting language: English
Posted: Sep 24, 2026

Apply About employer

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Original 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.

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 – Autorité des marchés financiers
Knowledge of French is required

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

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

2026-12-24

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and integrated strategies. Your role involves managing business relationships, assessing service quality, and representing the organization within the community.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required.

Skills

Wealth management
Financial advising
Relationship management
Investment strategy
Risk management
Customer service
Interpersonal savvy
Market analysis
Financial planning
Sales
Communication
Problem solving
Strategic planning

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investment
Loans
Insurance
Risk Management
Market Trends
Customer Satisfaction
Business Development
Financial Planning
Mutual Funds
Hybrid Work
Pension Plan
Telemedicine
Client Relations

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