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Added 3 mins ago
Leak Detection Advisor
SGS
Calgary, AB
Full-time
Streamline Control is seeking a Leak Detection Advisor to support the delivery of computational pipeline monitoring (CPM) advisory services to oil and gas pipeline clients across western…
Added 3 mins ago
Client Advisor
Royal Bank of Canada
Sault Ste. Marie, ON
Part-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 3 mins ago
Associate, Wealth Management - 18 month contract
Royal Bank of Canada
Mississauga, ON
Full-time
…the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional…
Added 3 mins ago
Associate
Royal Bank of Canada
Toronto, ON
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 3 mins ago
Client Advisor
Royal Bank of Canada
Cross Lake 19A, MB · CROSS LAKE, Manitoba
Full-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 3 mins ago
Senior Manager, Supplier Relationship Management
Royal Bank of Canada
Toronto, ON
Full-time
Join our Enterprise Supplier Management and Procurement Operations services team as a Senior Manager where you'll shape the future of how we work with our most critical business partners.…
Added 17 mins ago
Senior Customs Analyst
Cole International
Calgary, AB · Greater Calgary Metropolitan Area
Full-time
Foster strong client relationships by acting as a trusted advisor and point of contact for complex customs matters.
Added 17 mins ago
National Account Director
OPENLANE
Toronto, ON · Greater Toronto Area, Canada
Full-time
Identify opportunities for revenue growth, upselling, and cross-selling of services using a solution selling, data-driven approach, including educating the client on all OPENLANE services…
Added 17 mins ago
Director, Analytics & Insights
Securian Canada
Waterloo, ON
$130,000 to $170,000 CAD / year
Full-time
Oversee the development of curated datasets, semantic models, certified metrics, dashboards, scorecards, and client-facing reporting solutions.
Added 17 mins ago
Director, Analytics & Insights
Securian Canada
Toronto, ON
$130,000 to $170,000 CAD / year
Full-time
Oversee the development of curated datasets, semantic models, certified metrics, dashboards, scorecards, and client-facing reporting solutions.
Added 17 mins ago
Director of Client Accounts
Starport Managed Services
Toronto, ON
Full-time
We are looking for a service-oriented Managed IT Services Director of Client Accounts who can lead strategic client relationships, guide IT strategy/budget planning and act as a trusted…
Added 17 mins ago
Account Director, Creator
Zeno Group
Toronto, ON
Full-time
Client Leadership & Strategic Counsel: Serve as a trusted client advisor, translating cultural and audience insights into clear recommendations and helping clients navigate the evolving…
Added 17 mins ago
Sales Executive - IT Solutions
Xerox
Saskatoon, SK
Full-time
…production print technology, we’ve expanded into software and services to sustainably power the hybrid workplace of today and tomorrow. Today, Xerox is continuing its legacy of innovation…
Added 17 mins ago
Sales Executive - IT Solutions
Xerox
Winnipeg, MB
Full-time
…production print technology, we’ve expanded into software and services to sustainably power the hybrid workplace of today and tomorrow. Today, Xerox is continuing its legacy of innovation…
Added 19 mins ago
Pharmacy Technician
Fraser Health
Chilliwack, BC
Full-time
Get to know Lower Mainland Pharmacy Services:
Added 19 mins ago
Pharmacy Technician
Fraser Health
Abbotsford, BC
Full-time
Get to know Lower Mainland Pharmacy Services:
Added 34 mins ago
Senior Consultant
I M P Group International Inc.
Gagetown, NB · Moncton, NB · Gander, NL · Amherst, NS · Dartmouth, NS · Greenwood, NS · Halifax, NS · Hammonds Plains, NS · Sydney, NS · Western Shore, NS · Charlottetown, PE
We’re growing our Professional Services team and are looking for an experienced consultant who can combine strategic thinking, strong client relationships, and delivery expertise to help…
Added 47 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 47 mins ago
Banking advisor
National Bank of Canada
Repentigny, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 47 mins ago
BANKING ADVISOR
National Bank of Canada
Laval, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 47 mins ago
Wholesaler/Advisor Investment Consultant
Cidel
Toronto, ON
Full-time
Portfolio Integration: Consult with advisors and advisor teams to demonstrate how Lorica’s SMA strategies fit within various client portfolio models.
Added 47 mins ago
Leak Detection Advisor
SGS
Calgary, AB
Full-time
Streamline Control is seeking a Leak Detection Advisor to support the delivery of computational pipeline monitoring (CPM) advisory services to oil and gas pipeline clients across western…
Added 47 mins ago
Leak Detection Advisor
SGS
Calgary, AB
Full-time
Streamline Control is seeking a Leak Detection Advisor to support the delivery of computational pipeline monitoring (CPM) advisory services to oil and gas pipeline clients across western…
Added 49 mins ago
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Sainte-Foy
Full-time
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…
Added 49 mins ago
Advisor, Marketing
Desjardins
Levis, QC · Montreal, QC
Full-time
As a marketing advisor, you help develop and update the organization’s products and services to meet member/client needs and support business development. You analyze market needs and…

Desjardins

Wealth Management Advisor

Mascouche, QC, Canada
Caisse Desjardins Le Manoir, Canada

Job type: Full-time
Apply by: Oct 2, 2026
Posting language: English
Posted: Sep 25, 2026

Apply About employer

Applications open in a new tab.

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 affluent individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. 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 two years 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

Drive results, Interpersonal Savvy

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

2026-10-1

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with affluent clients to provide tailored financial advice and investment strategies. Additionally, you will manage business relationships, assess service quality, and collaborate with experts to meet client financial goals.

Requirements

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

Skills

Wealth management
Financial advisory
Relationship management
Investment strategies
Risk management
Interpersonal savvy
Financial planning
Customer service
Market analysis
Insurance products
Loan advisory
Business development

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
Investments
Loans
Insurance
Mutual Fund Representative
Financial Planning
Risk Management
Client Relations
Business Development
Market Trends
Hybrid Work
Pension Plan
Telemedicine

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