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Added 4 mins ago
WH
Digital Transformation Intern
WELL Health Technologies Corp
Toronto, ON
- Full-time
Understand the current state. You will meet with the people doing the work, map how a process runs today, and find where time, quality or data is being lost.
Added 4 mins ago
WH
Digital Transformation Intern
WELL Health Technologies Corp
Vancouver, BC
- Full-time
Understand the current state. You will meet with the people doing the work, map how a process runs today, and find where time, quality or data is being lost.
Added 4 mins ago
OD
Salesforce Lead
OSI Digital
Toronto, ON
- $40,000 to $130,000 CAD / year
- Full-time
Act as the primary Salesforce solution advisor to business stakeholders, translating business requirements into scalable Salesforce architecture and implementation strategies.
Added 4 mins ago
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MANAGER, ENTREPRENEUR EXPERIENCE
Endeavor
Calgary, AB
- Full-time
…impact than about executing predefined playbooks perfectly. The quality of judgment in this role directly shapes who enters the Endeavor…
Added 18 mins ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…a supportive and inter-professional team, you will provide quality care for clients and help them live an active life as they reintegrate into the community. This new model of health care…
Added 18 mins ago
DC
Project Manager – Community-Based Research & Engagement
DIVERSEcity Community Resources Society
Surrey, BC
- Full-time
Acts as a key advisor to external partners and stakeholders, shaping collaborative initiatives and shared system priorities.
Added 19 mins ago
ME
Seasonal Store Advisor
Mountain Equipment Company
Essa, ON
- $19.18 to $19.89 CAD / hour
- Temporary
…new things and plan new adventures – and as a Seasonal Store Advisor, you’ll be there to help make it all…
Added 47 mins ago
HS
HSW Advisor - 1 Full-Time, Permanent, Position in Edmonton or Calgary
Health Sciences Association of Alberta
AB · Edmonton, AB
- Full-time
We are looking for a full-time, permanent Health, Safety and Wellness (HSW) Advisor. The position will be located in either the Edmonton or Calgary office, reporting to the Director,…
Added 1 hour ago
SI
Senior Director, Revenue Management
Saputo Inc.
Georgetown, ON · Vaughan, ON · Montreal, QC
- Full-time
At Saputo, we bring good to the table by making high-quality products, investing in our people, and supporting communities around the world . As a top 10 global dairy processor, we value…
Added 1 hour ago
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Senior Product Manager, Digital Assets Squad
Purpose
Toronto, ON
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 1 hour ago
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Senior Product Manager, Fund Management
Purpose
Toronto, ON
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 1 hour ago
HH
HVAC Sales Representative
Hammer's Heating & Cooling
Pitt Meadows, BC
- $41,600 to $140,000 CAD / year
- Full-time
…trust through honest recommendations, reliable service, and quality workmanship. Our approach is guided by three core values: Communication, Professionalism, and…
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…values. We are dedicated to offering our customers the highest quality products and services and are looking for people with the inspiration and talent to develop with us as we pursue our…
Added 1 hour ago
Engineer, Capital Projects
Trans Mountain
Edmonton, AB
A track record of delivering high‑quality work, managing competing priorities, and supporting key business processes or operational functions.
Added 1 hour ago
ST
Customer Service Representative - CANADA
StableX Technologies, Inc.
Blainville, QC
- Full-time
Validates the accuracy of the information required for notifications in collaboration with the technical advisor.
Added 1 hour ago
SP
Customer Success Manager - Global Public Sector
Salesforce Partner Canada
Toronto, ON
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, providing guidance and advice to customer organizations. The CSM is responsible for identifying and addressing…
Added 1 hour ago
CR
Site manager - Homeless shelter
Canadian Red Cross
Montreal, QC
- Full-time
Responsibility 3: Quality of services and operational support
Added 1 hour ago
CR
Conseiller(ère) en itinérance
Canadian Red Cross
Montreal, QC
- Full-time
The Canadian Red Cross is seeking a Homelessness Intervention Advisor to help plan, coordinate and deliver frontline support for people experiencing homelessness at warming centres in…
Added 1 hour ago
CD
School Training Advisor (CFP des Carrefours)
Centre de services scolaire Marguerite-Bourgeoys - CSSMB
Montreal, QC
- Full-time
The CFP des Carrefours trains the next generation in sought-after trades thanks to modern facilities and quality support. The center maintains close ties with the job market. Contribute to…
Added 1 hour ago
EI
Senior Advisor
ExcelGens, Inc.
Montreal, QC
- Contract
Job Title: Senior Advisor – Operational & Closure Readiness
Added 1 hour ago
S
Customer Success Manager - Global Public Sector
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, providing guidance and advice to customer organizations. The CSM is responsible for identifying and addressing…
Added 1 hour ago
I
Executive Recruiter
Infoblox
Burnaby, BC
- Full-time
…AI-enabled tools, and sound judgement to drive efficient, high-quality hiring…
Added 1 hour ago
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TECH LEAD - GRC ENGINEERING
BDC
Montreal, QC
- Full-time
…implementation of GRC engineering capabilities, ensure the quality and consistency of squad deliverables, and drive the adoption of scalable analytics, automation, and reporting solutions.…
Added 2 hours ago
W
Medical Advisor - Physician
WorkSafeBC
BC · British Columbia, Canada
- Part-time
How you’ll make a difference: You’ll help people injured at work recover, return to work safely, and regain quality of life.
Added 2 hours ago
AL
Senior Human Resources Business Partner
Air Liquide
Montreal, QC
- Full-time
Job Summary: As a Senior HR Business Partner, you act as a performance catalyst and a key strategic advisor for the Eastern region. Your mission is to translate Air Liquide's (ALC) vision…

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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