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Added 1 min ago
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Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 1 min ago
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Personal Finance Advisor
Desjardins
Boucherville, QC · Varennes, QC · Verchères, QC · Caisse Desjardins des Patriotes
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 1 min ago
D
Personal Finance Advisor
Desjardins
Boucherville, QC · Sainte-Julie, QC · Varennes, QC · Verchères, QC · Caisse Desjardins des Patriotes
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 16 mins ago
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Speech Language Pathologist Masters
HealthCareersInSask.ca
Lloydminster, SK
- Part-time
Job Description: The Speech and Language Pathologist (SLP), under the direction of the Manager of Rehabilitation Services is responsible for providing diagnostic, therapeutic and…
Added 16 mins ago
Senior Policy Analyst (Program Admin Officer 4)
The Government of Nova Scotia
Halifax, NS
…Senior Policy Analyst works in the Strategic Policy & Corporate Services division, contributing to and leading complex policy development and implementation. In this dynamic role, you will…
Added 16 mins ago
Route Service Sales Representative (4-Day Workweek)
Cintas
Cambridge, ON
Cintas is seeking a Route Service Sales Representative (4-Day Workweek) to manage and grow customer accounts in the Rental Division. RSSRs drive a truck along an established route and…
Added 45 mins ago
TS
Shelter Worker
The Salvation Army in Canada
Campbell River, BC
- Part-time
Minimum one year's experience in the Social Services Field would be considered an asset.
Added 45 mins ago
CC
Sales Representative - Facility Services
Cintas Canada
Sudbury, ON
- Full-time
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 45 mins ago
CO
Truck Driver IV - Transit (part-time) - Open until filled - Applications processed as received
City of Powell River BC
Powell River, BC
- Part-time
Willing and able to work shifts to meet service requirements and respond to operational needs. Serves as a visible representative of City Transit and provides courteous, inclusive…
Added 1 hour ago
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Représentant des ventes techniques (Québec City)
Rittal LLC
Quebec, QC
- Full-time
We are currently looking for a driven, customer-focused Technical Sales Representative to grow our market presence in the Quebec City territory, reporting to the Regional Sales Director.…
Added 1 hour ago
Responsable des projets en éducation en français/Education Officer 3) Bilingue
The Government of Nova Scotia
Halifax, NS
Notre objectif est d'avoir une main-d'œuvre diversifiée représentative de la population que nous servons, et ce, à tous les niveaux d'emploi. Le gouvernement de la Nouvelle-Écosse a adopté…
Added 1 hour ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
The Director, Child Care Services is accountable for the overall leadership, vision, and management of the unit’s programs and contributes to the long-term planning required to achieve…
Added 1 hour ago
RC
Représentant des ventes techniques (Québec City)
Rittal Canada
Quebec, QC
- Full-time
We are currently looking for a driven, customer-focused Technical Sales Representative to grow our market presence in the Quebec City territory, reporting to the Regional Sales Director.…
Added 2 hours ago
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Manager, Business Continuity Planning
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Collaborate with our Business Continuity & Disaster Recovery team to help strengthen our ability to deliver critical services when they matter most. In this role, you will partner with…
Added 2 hours ago
Sales Representative - Facility Services
Cintas
Sudbury, ON
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 3 hours ago
JA
Business Development Representative
JADX Agency
Kawartha Lakes, ON · Victoria Road, ON
- Full-time
…at a time, and to walk away from the wrong ones. This is a field role: most days you are out meeting merchants face to face across…
Added 4 hours ago
NB
Account Representative
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
A career as an Account Representative at National Bank, your ability to work in synergy with a variety of partners will be a key asset. You’ll use your excellent customer service skills and…
Added 4 hours ago
M
Project Manager
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…automation, data, and responsible AI capabilities that improve how HR services are experienced and operated…
Added 4 hours ago
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CEP, Design Engineering - CAP Hydro
ANDRITZ
Pointe-Claire, QC
- Full-time
Open positions in turbines, alternators, auxiliary services or dam gates engineering
Added 8 hours ago
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Manager-Unit Support
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
Department: Environmental Services - Housekeeping
Added 8 hours ago
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Social Worker Degree
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Facility: MHAS Community Recovery Adult Services
Added 8 hours ago
H
Dietitian Degree
HealthCareersInSask.ca
Meadow Lake, SK
- Full-time
Job Description: Services are delivered within a constantly changing and challenging health care setting. The Dietitian is responsible to ensure the provision of safe, high quality…
Added 8 hours ago
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Social Worker Degree
HealthCareersInSask.ca
Weyburn, SK
- Full-time
Facility: Weyburn Community Health Services Building
Added 8 hours ago
A
Senior Sales Representative, HRO, Human Resources Outsourcing, Mid-Market Accounts
ADP
Burnaby, BC
- $97,500 to $147,500 CAD / year
- Other
ADP is hiring a Senior Sales Representative, HRO, Human Resources Outsourcing, Major Accounts
Added 10 hours ago
RC
Therapeutic Recreation Manager
Retirement Concepts
Chilliwack, BC
- $65,000 to $71,500 CAD / year
- Full-time
…and needs and develops, implements, and evaluates Recreation services in order to meet those…

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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