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Added 2 mins ago
P
Indirect Tax – Recovery, Senior Manager (Bilingual FR/EN)
PwC
Toronto, ON · Ottawa, ON · Montreal, QC · Quebec, QC · Halifax, NS
- Full-time
Building and maintaining strong, long-term client relationships and acting as a trusted advisor who proactively supports clients with their indirect tax needs
Added 17 mins ago
K
Associate Director - Cloud Technology Advisor
Kyndryl
Calgary, AB · BC
- Full-time
Develop and execute account growth strategies aligned to client business objectives.
Added 31 mins ago
AC
Senior Manager, Canadian Corporate Tax
ACCA Careers
Markham, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 2 hours ago
R&
Level IV Quality Engineer (QE)
Robertson & Company Ltd.
Toronto, ON
- Contract
The resource will build and maintain automated API/integration test suites that validate advisor-facing data, application/transaction lifecycle status (eTrack) and client statements/tax…
Added 2 hours ago
D
Client Financial Services Agent
Desjardins
Montreal, QC
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 2 hours ago
K
Cloud Consultant
Kyndryl
Toronto, ON · Ottawa, ON · Montreal, QC · Calgary, AB
- Full-time
…business outcomes. The successful candidate will act as a trusted advisor and architecture leader, shaping cloud transformation roadmaps while guiding execution across multi-disciplinary…
Added 2 hours ago
SAP Client Delivery Manager
NTT DATA Services
Toronto, ON
…in contact with the Management / C-Level and acts as trusted advisor who grows the business by driving the client’s digital transformation and generating higher customer value. The CDM…
Added 2 hours ago
SENIOR ENTERPRISE TECHNOLOGY PROCUREMENT & CONTRACT SPECIALIST
City of Toronto
Toronto, ON
…contract administration and close-out. The role sits between client divisions and service delivery within the Technology Services Division (TSD), acting as both a strategic advisor and an…
Added 2 hours ago
RB
Client Advisor
Royal Bank of Canada
Virden, MB
- Part-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 2 hours ago
RB
Client Advisor
Royal Bank of Canada
Thunder Bay, ON
- Part-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 2 hours ago
RB
Client Advisor
Royal Bank of Canada
Flin Flon, MB
- 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 2 hours ago
IW
Coordinator, Region Office Operations, Kelowna, BC
IG Wealth Management
BC · British Columbia, Canada
- Full-time
Advisor Network Support: Providing guidance on policies, procedures, and resources, including training on digital tools.
Added 3 hours ago
PC
Avocat(e), Fusions et acquisitions (5-7 ans) / Mergers & Acquisitions Lawyer (5-7 Years)
Prelia Canada
Montreal, QC
- Full-time
Added 3 hours ago
C
Senior Tax Advisor
Copoint
Calgary, AB
- Full-time
As a Senior Tax Advisor, you'll become a trusted advisor to these businesses. You'll work directly with owners, executives, finance leaders, and the rest of the Copoint team to help them…
Added 3 hours ago
TI
Insurance Advisor (Level 1 or Level 2) - Kensington Insurance Services Ltd.
The InsureBC Group
Burnaby, BC
- Full-time
Kensington Insurance is looking for a motivated, customer-focused Insurance Advisor with a minimum Level 1 General Insurance License to join our team. This is a full-time, permanent role…
Added 4 hours ago
SC
Vice President Business Development / Portfolio Manager / Investment Advisor - British Columbia / Vancouver / Vancouver Island- Partner Track
Schwaben Capital Group Limited
Toronto, ON
- Full-time
Investment Advisor / Portfolio Manager - Business Development, Partner Track
Added 4 hours ago
Business Advisor - Nashwaaksis, Fredericton, NB
Scotiabank
Fredericton, NB
Added 4 hours ago
HI
Insurance Advisor, Auto
HUB International
Burnaby, BC
- Full-time
Are you an experienced Insurance Advisor looking to grow their career? If you’re a self-motivated and sales-driven individual seeking work-life balance and a team-oriented culture – YOU can…
Added 4 hours ago
A
Hse Manager
Actalent
Calgary, AB
- $80 to $100 CAD / hour
- Contract
Position: HSE Lead / Senior HSE Advisor / HSE Manager
Added 5 hours ago
A
Performance Coach, Client Care Learning & Development
ATB
Calgary, AB
- Full-time
…potential and their initial performance. You serve as a strategic advisor, acting as a coach and facilitator. This role combines meaningful learning experiences with advanced facilitation…
Added 5 hours ago
A
Mastery Coach, Regional
ATB
Edmonton, AB · Calgary, AB
- Full-time
Mastery Coaches empower advisors, advisor teams, and leaders to reach their full potential at all stages of their career journey. Through personalized coaching, strategic Learning &…
Added 5 hours ago
WF
Insurance Advisor
Western Financial Group
Beaverlodge, AB
- Full-time
Follow up on all client accounts to resolve outstanding activities
Added 5 hours ago
AC
Accountant, Assurance and Accounting (September 2027)
ACCA Careers
Windsor, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 5 hours ago
M
Accounting Technician, Assurance & Accounting
MNP
Langley (District), BC · Langley, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 5 hours ago
BT
Territory Sales Manager
Bumper To Bumper Auto Parts
Barrie, ON
- Full-time
Grow your territory by identifying new opportunities while nurturing existing client relationships.

Desjardins

Wealth Management Advisor

Saint-Alexandre-de-Kamouraska, QC, Canada
Saint-Pascal, QC, Canada
Caisse Desjardins du Centre Est de Kamouraska, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 18, 2026
Posting language: English
Posted: Oct 6, 2026

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

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

2026-11-17

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and integrated strategies. Your role involves managing business relationships, assessing satisfaction, and driving results through investment, loan, and insurance recommendations.

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, along with strong knowledge of financial products and legislation.

Skills

Wealth management
Financial advising
Relationship management
Investment strategy
Debt management
Risk management
Customer satisfaction
Financial planning
Tax knowledge
Succession planning
Interpersonal savvy
Market analysis
Compliance
Communication
Strategic planning

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
Investments
Loans
Insurance
Financial Planning
Taxation
Succession Planning
Debt Management
Compliance
Market Trends
Customer Focus
Relationship Management
Financial Cooperatives
Desjardins
Mutual Fund Representative
Hybrid Work
Financial Strategy

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