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Added 18 mins ago
Banking Advisor
National Bank of Canada
Aurora, ON
Part-time
A career as a Banking Advisor at National Bank is a versatile and 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…
Added 18 mins ago
Wealth Associate
National Bank of Canada
Oakville, ON
Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 18 mins ago
BANKING ADVISOR
National Bank of Canada
Terrebonne, 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 18 mins ago
Advisor
Covenant Health Canada
AB · Edmonton, AB
Full-time
Reporting to the Manager, Medical Workforce, the Advisor plays an important role in physician workforce planning and recruitment across Covenant Health and Covenant Care. Working closely…
Added 18 mins ago
Banking Advisor
National Bank of Canada
Kirkland, 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 18 mins ago
Manager, Financing Solutions - Real Estate Group
National Bank of Canada
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Full-time
Serve as a trusted advisor and real estate financing expert by monitoring market trends, identifying sector risks, and supporting the development of team expertise.
Added 49 mins ago
Senior Government Affairs and Public Policy Officer (Alberta)
National Council of Canadian Muslims (NCCM)
AB · Alberta, Canada
Full-time
The Senior Government Affairs and Public Policy Officer supports NCCM’s Government Affairs and Community Engagement departments by implementing advocacy strategies, coordinating grassroots…
Added 49 mins ago
Solution Architect / Senior Solution Architect - PubSec - Canada
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Full-time
…practices teams. They will chip in both internally in their Community and externally in the…
Added 1 hour ago
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Surrey, BC
Full-time
Act as a trusted advisor on health informatics, decision support, and information system best practices
Added 1 hour ago
Relationship Manager, Business Markets
Royal Bank of Canada
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Full-time
Business development and client acquisition and prospecting skills, including building and leveraging valuable Centres of Influence within the local business community
Added 2 hours ago
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Royal Bank of Canada
Toronto, ON
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…Security expertise within RBC and act as a key Cyber Control advisor to internal business and technology clients. In this role, you will offer Cyber Control assessment services for…
Added 2 hours ago
Bilingual Associate, Sales and Customer Service (October)
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Vancouver, BC
Full-time
Join us as a Bilingual Sales and Customer Service Associate working in an in-bound call center. You’ll become a trusted advisor, helping Canadians protect what matters most to them.
Added 2 hours ago
Associate, Sales and Customer Service (October)
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Vancouver, BC
Full-time
Join us as a Sales and Customer Service Associate working in an in-bound call center. You’ll become a trusted advisor, helping Canadians protect what matters most to them.
Added 2 hours ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Mississauga, ON · Ottawa, ON · Montreal, QC
Full-time
…results and organizational strategy. You will also act as a key advisor to senior management on the development of overall policies and long-term goals of the organization. If you have a…
Added 2 hours ago
Manager, Government Solutions
KPMG
Halifax, NS
Full-time
Growing your reputation as a trusted advisor and champion within the government community
Added 3 hours ago
Account Representative- Sales Training Program (Toronto) October 2026
CDW
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Full-time
…need to know to become a trusted technology consultant and advisor. Whether an organization needs a single tablet or an entire virtual environment, you’ll have the sales training,…
Added 3 hours ago
Investment Associate
RBC
Ottawa, ON
Full-time
Assist the Advisor team with client onboarding.
Added 3 hours ago
Client Advisor
RBC
Meadow Lake, SK
Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 3 hours ago
Associate
RBC
Vancouver, 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 3 hours ago
Cyber Controls Assurance Analyst (Global Security)
RBC
Toronto, ON
Full-time
…Security expertise within RBC and act as a key Cyber Control advisor to internal business and technology clients. In this role, you will offer Cyber Control assessment services for…
Added 3 hours ago
Relationship Manager, Business Markets
RBC
Winnipeg, MB
Full-time
Business development and client acquisition and prospecting skills, including building and leveraging valuable Centres of Influence within the local business community
Added 3 hours ago
Administrative Assistant
RBC
Vancouver, 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 3 hours ago
Administrative Sales Assistant
RBC
AB
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 3 hours ago
Client Advisor
RBC
Moosomin, SK
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 3 hours ago
Senior Director-Head of CNB Wealth Business Architecture
RBC
Toronto, ON
Full-time
…organizational oversight for the Toronto-based CNB Wealth Technology…

Desjardins

Wealth Management Advisor

Saint-Ubalde, QC, Canada
Caisse Desjardins de l'Ouest de Portneuf, Canada

Job type: Full-time
Apply by: Oct 12, 2026
Posting language: English
Posted: Sep 25, 2026

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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 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

2026-10-11

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 represent the organization within the community.

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 advising
Relationship management
Investment strategy
Risk management
Customer service
Interpersonal skills
Financial planning
Market analysis
Sales
Communication
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
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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