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Jobs in Canada

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Added 41 mins ago
Customer Service Representative
NetworkPedia
AB · Edmonton, AB
Contract
Job Title: Processing Center Advisor (Customer Service Representative)
Added 4 hours ago
Client Advisor
RBC
Windsor, NS
Part-time
…a great career with us as a future Account Manager/Banking…
Added 4 hours ago
Administrative & Marketing Assistant
RBC
Courtenay, BC
Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 4 hours ago
Managing Director, Value Creation Private Markets
OPTrust
Toronto, ON
Full-time
Added 5 hours ago
Investment Advisor Wood Gundy Investment Center
CIBC
Toronto, ON
Full-time
…manages a smaller group of accounts nationally. The Investment Advisor, WGIC, provides trusted investment advice and exceptional client service to establish and reach their financial and…
Added 5 hours ago
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
Thornhill, ON
Full-time
…encourage open conversations about compensation throughout the recruitment…
Added 5 hours ago
Financial Advisor
CIBC
Rouyn-Noranda, QC · Principale & Perreault
Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 5 hours ago
Financial Advisor - Saint-Léonard, Qc
CIBC
Montreal, QC
Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 5 hours ago
Advisor Natural Gas Policy - Regulatory Affairs
bp
Calgary, AB · CA: Calgary
Full-time
The Advisor – Natural Gas Policy within gas & power trading organization’s Regulatory Affairs department is a subject matter expert (SME) on federally regulated natural gas pipelines in…
Added 6 hours ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Fort Saskatchewan, AB
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 6 hours ago
Paid Services Beauty Advisor - Full Time
sephora.com
Ottawa, ON
$19.7 to $23.2 CAD / hour
Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 8 hours ago
Beauty Advisor - Part Time
sephora.com
Brandon, MB
$17.8 to $20.95 CAD / hour
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Added 8 hours ago
Paid Services Beauty Advisor - Part Time
sephora.com
Regina, SK
$17.5 to $20.6 CAD / hour
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 10 hours ago
Physiotherapist
Lifemark Health Group
St. Thomas, ON
$36.92 to $54.14 CAD / hour
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Brockville, ON
$36.9 to $54.14 CAD / hour
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Townsend, ON
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Physiotherapist
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Ottawa, ON
$43 to $55 CAD / hour
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Added 12 hours ago
BANKING ADVISOR
National Bank of Canada
Drummondville, 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 13 hours ago
BANKING ADVISOR
National Bank of Canada
Drummondville, 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 13 hours ago
Leadership Advisor
ghSMART
Canada
Full-time
Are you ready to take the next step in your career, being a trusted advisor to Fortune 500 and non-profit boards, CEOs, and private equity investors? Do you want to shape the future of…
Added 13 hours ago
Winter Intern 2027 - Marketing
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ON · Ontario, Canada
Internship
IG is an accessible employer committed to providing a barrier- free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the…
Added 13 hours ago
Beauty Advisor - Part Time
Sephora
Brandon, MB
$17.8 to $20.95 CAD / hour
Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 14 hours ago
Elementary Long Term Occasional (LTO) 40% MLL & P/J/I Prep
York Region District School Board
Markham, ON
Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 14 hours ago
Elementary Long Term Occasional (LTO) 20% P/J/I Prep Coverage
York Region District School Board
Markham, ON
Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins du Réseau de la santé, Canada

Job type: Full-time
Apply by: Oct 13, 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

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

2026-10-12

Apply About employer

More about this job

Responsibilities

The wealth management advisor develops and maintains trusting relationships with affluent clients to provide tailored financial advice and investment strategies. They collaborate with experts to design integrated solutions while balancing client satisfaction, business objectives, and prudent risk management.

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 required.

Skills

Wealth management
Financial advice
Investment strategies
Relationship management
Risk management
Customer service
Interpersonal savvy
Financial planning
Market analysis
Sales
Communication
Strategic planning

Benefits

Competitive salary
Annual bonus
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
Risk Management
Business Development
Client Satisfaction
Financial Planning
Market Trends
Portfolio Management
Strategic Advisory
Relationship Management
Hybrid Work

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