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Added 16 mins ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
The role of the Sales Representative is essential in identifying, qualifying, and converting new business opportunities into active Chit Chats clients. This role is focused on building…
Added 1 hour ago
GO
Clerk Interpreter 2 positions
Government of Nunavut
Kugluktuk, NU
- Full-time
WHMIS Certification and Transportation of Dangerous Goods and Service certificate must be completed within the first year of employment.
Added 1 hour ago
FU
Janitor
First United Church Community Ministry Society
Vancouver, BC
- Full-time
FIRST UNITED is a registered charity that has been serving Vancouver's Downtown Eastside community for 140 years. We offer responsive, low-barrier services to individuals who are low…
Added 2 hours ago
CC
Sales Representative - Facility Services
Cintas Canada
Kamloops, BC
- 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 2 hours ago
CC
Route Service Representative
Cintas Canada
Toronto, ON
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 3 hours ago
L
Financial Service Representative - LendDirect Office 1534
LendDirect
Cambridge, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 3 hours ago
NS
Therapeutic Assistant - Adult Neurodevelopmental Stabilization Unit - Mental Health & Addictions
Nova Scotia Health Authority
Dartmouth, NS
- Internship
Grade 12 plus completion of year one from an accredited Therapeutic Recreation program which includes the Therapeutic Recreation Foundations Course
Added 3 hours ago
B
Senior Customer Care Representative - Calgary, AB
BASF
Calgary, AB
- Full-time
Hold, or are willing to obtain, a CCSC designation within your first year of employment.
Added 3 hours ago
NS
Therapeutic Assistant - Adult Neurodevelopmental Stabilization Unit - Mental Health & Addictions
Nova Scotia Health Authority
Dartmouth, NS
- Full-time
Grade 12 plus completion of year one from an accredited Therapeutic Recreation program which includes the Therapeutic Recreation Foundations Course
Added 4 hours ago
PM
Entry Level Sales Representative
Premium Merchant Funding
Montreal, QC
- Contract
Potential to earn $50,000-$100,000 USD in your first year
Added 4 hours ago
GO
Serious Injury Investigator
Government of Manitoba
Winnipeg, MB
- Full-time
This is a preference competition. All applicants are encouraged to apply, however first consideration for this competition will be given to Indigenous people. Applicants are requested to…
Added 4 hours ago
L
Financial Service Representative - LendDirect Office 1534
LendDirect
Cambridge, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 4 hours ago
AF
Financial Service Representative - LendDirect Office 1534
Attain Finance
Cambridge, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 5 hours ago
PH
Unit Clerk, Oncology Chemo - BC Cancer Kelowna
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- Temporary
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Added 5 hours ago
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Forensic Clinical Care Coordinator, Forensic Psychiatric Hospital - Coquitlam, BC
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- Full-time
…traditional, ancestral, and unceded core territory of the kwikwəƛ̓əm First Nation (Kwikwetlem). We treat people who have been found not criminally responsible for a crime or unfit to stand…
Added 5 hours ago
Route Service Representative
Cintas
Toronto, ON
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 5 hours ago
Route Service Representative
Cintas
Toronto, ON
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 5 hours ago
V
Client Success Representative
Vistera
Coquitlam, BC
- $80,000 to $85,000 CAD / year
- Full-time
We're looking for a Client Success Representative which we call an “Expert Success Representative” to own the relationship with the professionals (lawyers, HR consultants, and finance…
Added 6 hours ago
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Inbound Business Development Representative
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- Full-time
Want to work directly with global brands, run live events, and build real client relationships in your first year out of school?
Added 6 hours ago
S
Parts & Services Sales Representative
Sandvik
Calgary, AB · Leduc, AB · Prince George, BC · Surrey, BC · Vancouver, BC · BC · Winnipeg, MB · Barwick, ON · Red Lake, ON · Saskatoon, SK · British Columbia
- Full-time
We are ethical and compliant, dedicated to health, safety, and sustainability. We put health and safety first!
Added 6 hours ago
VP
Industrial Automation Specialist
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…safety-circuit verification, functional testing with the customer's representative, punch-list closure on controls…
Added 6 hours ago
H
Nurse Practitioner
HealthCareersInSask.ca
Lloydminster, SK
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One (1) year nursing experience in a primary health care setting preferred
Added 6 hours ago
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
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Minimum one year experience in community and palliative
Added 6 hours ago
H
Provincial Clinical Manager, Nurse Practitioner Services
HealthCareersInSask.ca
Regina, SK
- Full-time
…the successful candidate is required to complete within one year of date of hire to the…
Added 6 hours ago
B
Support Service Representative
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- Full-time
…above represents BMO Financial Group’s expected target for the first year in this…

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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