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Added 11 mins ago
Technical Services Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
$33,000 to $83,000 CAD / year
Full-time
Viessmann is seeking a sophisticated, solutions-oriented Technical Services Representative to elevate our technical support operations and drive customer excellence across the USA and…
Added 11 mins ago
Entry Level Sales Representative
Atlantic Connect Marketing Inc
Halifax, NS · Greater Halifax Metropolitan Area
Full-time
Join Atlantic Connect Services Inc. as a Sales Representative and be part of a team that values growth, success, and collaboration.
Added 11 mins ago
Local Area Coordinator 1-2 (Designated)
The Government of Nova Scotia
Sydney, NS
…services including Child and Family Wellbeing (CFW), Employment Support Services (ESS), Income Assistance (IA), Homelessness and Supportive Housing, and the Disability Support Program…
Added 27 mins ago
Pest Technician - We'll Train (Base Salary, Commission & Bonus Included)
Abell Pest Control
Mississauga, ON
Full-time
…skills and be equally considered: route sales, route service, field sales, field service, service technician, territory representative, restaurant manager, restaurant server, construction,…
Added 42 mins ago
Medical Laboratory Technologist
Interior Health Authority
Williams Lake, BC
Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 2 hours ago
Manager, Business Function Products, BC Health Workday
Sanya’k̓ula
BC · British Columbia, Canada
Full-time
…matter expertise, input into communication strategies, and support for training initiatives, and the development of training materials and job aids to facilitate end-user adoption and…
Added 2 hours ago
AI Developer
Cameco Corporation
Saskatoon, SK
Full-time
At Cameco we understand the value of a diverse workforce and we embrace, encourage and support workplace inclusion and diversity. New ideas, perspectives, experiences, and expertise make…
Added 2 hours ago
Sr. AI Developer
Cameco Corporation
Saskatoon, SK
Full-time
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Added 3 hours ago
Regional Administrative Manager
National Bank of Canada
Calgary, AB
Full-time
Hold a bachelor's degree in a related field and relevant leadership experience, or an equivalent combination of education and experience.• Hold a valid CIRO Investment Representative…
Added 4 hours ago
Stock Keeper (Chetwynd, British Columbia, CA)
Vestas
Chetwynd, BC
Full-time
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be…
Added 6 hours ago
Manager, Planning
sephora.com
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Full-time
Drive allocation strategies that support inventory and merchandising goals for newness, animations, and promotional events
Added 7 hours ago
Instructor - Medical Laboratory Technology
Saskatchewan Polytechnic Alumni
Saskatoon, SK · Greater Saskatoon Metropolitan Area
Full-time
Saskatchewan Polytechnic is committed to building a diverse and representative workforce that reflects the communities we serve. We recognize that First Nations, Métis, and Inuit peoples…
Added 9 hours ago
Advertising Operations Specialist – Retail Media
Newfoundland Capital Corporation Limited
Montreal, QC
Full-time
…objectives are understood and executed correctly. Provide technical support and guidance throughout the campaign…
Added 10 hours ago
Geomatics Internship - May 2027
McElhanney
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Volunteer
…to take your career by gaining hands-on experience in both field and office settings. We connect you with industry-leading mentors and a cohort of top-tier students across Canada. We are…
Added 10 hours ago
Senior Planner
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Support and help build the planning practice in Alberta, while coordinating with planning teams in other branches to ensure excellent project delivery.
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Geomatics Internship - May 2027
McElhanney
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Added 10 hours ago
Field Sales Representative
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Calgary, AB
Full-time
We are seeking field sales representatives in Calgary to support a growing client in the residential home services industry. This role offers hands-on sales experience, structured training,…
Added 10 hours ago
Civil Engineering Internship - May 2027
McElhanney
Calgary, AB
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Added 10 hours ago
Wealth Advisor
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Coach and mentor branch colleagues to elevate financial literacy, build referral confidence, and support a culture of teamwork and performance.
Added 11 hours ago
Stationary Mechanical Technician, NA
Vantage
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Full-time
…emergency procedures for critical installations, including support of new systems and research of technical…
Added 11 hours ago
HVAC Technician, NA
Vantage
Montreal, QC
Full-time
…emergency procedures for critical installations, including support of new systems and research of technical…
Added 12 hours ago
Field Sales Representative - Part-time
Techtronic Industries Canada Inc.
Toronto, ON · North York, ON
Part-time
As a Part Time Field Sales Representative, you will drive sales of our premier product lines within Canadian Tire. This position will allow you to enhance your selling, account management,…
Added 12 hours ago
AutoCAD Detailer (Trade Shows & Events)
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Support the development of setup and installation drawings that help field teams assemble exhibits and experiences.
Added 12 hours ago
Graduate Recruitment Opportunities (GRO) - Operations
Manulife
Toronto, ON
Full-time
…talent development, designed to launch your career with the support, structure, and opportunities you need to thrive. GRO is Manulife John Hancock ’s flagship early talent program and…
Added 12 hours ago
Manager, Maintenance Services
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…improvement of maintenance programs, systems, and processes that support asset reliability and cost optimization. Working closely with Regional Operations Directors (RODs) and the Fleet…

Desjardins

Wealth Management Advisor

Thetford Mines, QC, Canada
Caisse Desjardins de la Région de Thetford, Canada

Job type: Full-time
Apply by: Oct 20, 2026
Posting language: English
Posted: Sep 28, 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 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

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

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

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

2026-10-19

Apply About employer

More about this job

Responsibilities

Build and maintain trusted relationships with individual and business clients, assess their financial needs, and recommend suitable investment, loan, insurance, and integrated financial strategies. Monitor client satisfaction and service quality, stay informed about industry and market developments, and represent the caisse in community outreach activities.

Requirements

A bachelor's degree in a related field and at least one year of relevant experience are required, although equivalent combinations of qualifications and experience may be considered. The role requires a mutual fund representative certificate, French-language knowledge, and expertise in financial products, tax and succession matters, debt management, regulatory compliance, and cooperative financial services.

Skills

Financial Advice
Relationship Management
Investment Recommendations
Loan and Insurance Products
Financial Planning
Tax Planning
Succession Planning
Debt Management
Risk Management
Client Satisfaction
Customer Service
Market Trend Analysis
Regulatory Compliance
Interpersonal Skills
Results Orientation
Community Outreach

Benefits

Competitive Salary
Annual Bonus
Flexible Vacation
Defined Benefit Pension Plan
Group Insurance
Telemedicine
Health and Wellness Expense Reimbursement
Telework Equipment Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Financial Advice
Investment Products
Loans
Insurance Products
Financial Planning
Tax Planning
Succession Planning
Debt Management
Mutual Fund Representative Certificate
Risk Management
Regulatory Compliance
Financial Products and Services Distribution
Cooperative Financial Services
Market Trends
Business Owners
Community Outreach
Desjardins Business Centres
Caisse

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