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Jobs in Canada

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Added 8 mins ago
Lead Compliance & Operational Risk Officer, Vice President
Wells Fargo
Toronto, ON
Full-time
…front-to-end with the legal entities in mind, leveraging the shared services from Enterprise and WFIP and enabling senior leadership and other vertical teams to focus on advisory…
Added 8 mins ago
Resource Officer - 6 Month FTC
Pwc UK
London, ON
Full-time
…the implementation and delivery of Resource Management (RM) services to provide operational excellence. Resource Management works collaboratively with our business to deliver successful…
Added 8 mins ago
Deals Tax - PECS - Senior Associate
Pwc UK
London, ON
Full-time
…transactions including; Mergers & Acquisition, Business Recovery Services and Real Estate. Part of the wider Corporate Tax network, we work collaboratively across specialisms to drive value…
Added 8 mins ago
Senior Client Services Specialist (CAN)
Avison Young Canada
Calgary, AB
Full-time
…offering transaction, management, financial and consulting services. We’ve designed our corporate structure to best serve our clients by enhancing collaboration across our organization.Real…
Added 22 mins ago
Manager, National Tax Services
ACCA Careers
Winnipeg, MB
Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 1 hour ago
Senior, Leisure Travel Agent
Transat AT
Oshawa, ON
$21 to $23 CAD / hour
Full-time
In collaboration with the Sales Manager, the Travel Advisor is responsible for providing exceptional travel planning services, building strong client relationships, and contributing to the…
Added 1 hour ago
Relationship Manager
Computershare Canada
Toronto, ON
Full-time
The Relationship Manager also coordinates all major client activities and services by engaging with the client, with Computershare operational units and the entire organization as needed.…
Added 1 hour ago
Senior, Leisure Travel Agent
Air Transat
Oshawa, ON
$21 to $23 CAD / hour
Full-time
In collaboration with the Sales Manager, the Travel Advisor is responsible for providing exceptional travel planning services, building strong client relationships, and contributing to the…
Added 2 hours ago
Temporary HR Generalist (14 Months)
The Corporation of the Town of Ajax
Ajax, ON · Town Hall
Full-time
…the HR Generalist provides forward-thinking, practical, and client-focused human resources support to assigned client groups across the organization. Acting as a trusted advisor and primary…
Added 2 hours ago
Senior Client Manager
State Street
Toronto, ON
Full-time
Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As a Senior Client Manager, you will be…
Added 3 hours ago
Pharmacy Technician - Richmond Hospital
Fraser Health
Vancouver, BC
Full-time
Get to know Lower Mainland Pharmacy Services:
Added 3 hours ago
Senior Manager - Third-Party Risk Management
KPMG
ON · Toronto, Ontario
Full-time
Serve as a trusted advisor to senior client executives, translating regulatory, operational, technology, and business priorities into pragmatic TPRM strategies and transformation roadmaps.
Added 3 hours ago
Banking Advisor
National Bank of Canada
Quebec, 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 3 hours ago
Multi-Property VIP & Luxury Reservations Specialist
Fairmont Hotels & Resorts
Jasper, AB
Full-time
Previous experience in luxury hospitality, reservations, or concierge services
Added 3 hours ago
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, 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 3 hours ago
(Senior) Director, Credit Execution - Tech & Innovation
National Bank of Canada
Toronto, ON
Full-time
trusted advisor to companies that are transforming the world and to support
Added 3 hours ago
MT-02 and MT-03 Meteorologist – Direct Entry INVENTORY
Southwestern Ontario Field Unit, Parks Canada
Ottawa, ON
Full-time
No endorsement of any products or services is expressed or implied.
Added 3 hours 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 3 hours ago
Banking Advisor
National Bank of Canada
Saint-Eustache, 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 3 hours ago
Banking Advisor
National Bank of Canada
Rawdon, 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 6 hours ago
Senior Living Advisor
Spectrum Health Care
Ottawa, ON
Full-time
Visavie, a company of Spectrum Health Care, is seeking a Senior Living Advisor to serve the Ottawa region.
Added 8 hours ago
Associate Manager, Data Engineering
Avanade
Toronto, ON
Full-time
This role is ideal for professionals who enjoy balancing hands-on technical leadership with client engagement, mentoring, and solution ownership.
Added 10 hours ago
Branch Operations Manager
Royal Bank of Canada
Newmarket, ON
Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Branch…
Added 10 hours ago
Banking Advisor
Royal Bank of Canada
Estevan No. 5, SK · ESTEVAN, Saskatchewan
Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 11 hours ago
Financial Planner, Scotia Financial Planning - Whitehorse, Yukon
Scotiabank
Whitehorse, YT
Full-time
Internal clients – As a Financial Planner, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited…

Desjardins

Wealth Management Advisor

Quebec, QC, Canada
Caisse Desjardins de Québec, Canada

Job type: Full-time
Apply by: Oct 15, 2026
Posting language: English
Posted: Sep 29, 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 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

2026-10-14

Apply About employer

More about this job

Responsibilities

The wealth management advisor develops and maintains trusting relationships with clients to provide tailored financial advice and investment strategies. They collaborate with experts to design integrated solutions that balance client satisfaction, profitability, and prudent risk management.

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
Financial analysis
Market trends
Business development
Communication
Problem solving
Strategic planning
Financial 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
Risk Management
Client Relations
Financial Planning
Business Development
Market Trends
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Customer Focus
Strategic Planning

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