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Added 8 mins ago
WI
Sales Representative
Wilsonart International
Winnipeg, MB
- Full-time
…hardware, and building products, is seeking an experienced Sales Representative to join our team in Winnipeg,…
Added 8 mins ago
WI
Specification Representative
Wilsonart International
Winnipeg, MB
- Full-time
The Wilsonart Specification Representative is responsible for driving commercial growth by securing, managing, and converting specifications for all Wilsonart products. This role serves as…
Added 8 mins ago
WI
Specification Representative
Wilsonart International
AB · Edmonton
- Full-time
The Wilsonart Specification Representative is responsible for driving commercial growth by securing, managing, and converting specifications for all Wilsonart products. This role serves as…
Added 1 hour ago
ZS
Sales Representative - Toronto, ON
Zedcor Security Solutions
Toronto, ON · Etobicoke, Ontario
- Full-time
Zedcor is looking to add to our existing sales organization in the Toronto area. We are looking to hire Sales Representative. Sales Representatives are a crucial position as we continue to…
Added 1 hour ago
TP
Sales Representative
Target Products Ltd.
Calgary, AB
- $70,000 to $80,000 CAD / year
- Full-time
- On-site
…seeking a highly motivated & energetic *Consumer Products Sales Representative *for Alberta. We offer a competitive salary to commensurate with experience, an auto allowance, an excellent…
Added 2 hours ago
L
Customer Service Representative (Casual)
LCBO
Richards Landing, ON
- $20.82 CAD / hour
- Part-time
- On-site
Added 2 hours ago
L
Customer Service Representative (Casual)
LCBO
Fort Frances, ON
- $20.82 CAD / hour
- Part-time
- On-site
Added 2 hours ago
L
Customer Service Representative, Casual
LCBO
Lucknow, ON
- $20.82 CAD / hour
- Part-time
- On-site
Added 2 hours ago
L
Customer Service Representative (Casual)
LCBO
Ignace, ON
- $20.82 CAD / hour
- Part-time
- On-site
Added 2 hours ago
W
Heavy Duty Technician - Fort McMurray Rotation
Wajax
Fort McMurray, AB
- Full-time
Education: Trade certification, Journeyman Red Seal and/or currently registered in a related Provincial Apprenticeship program.
Added 2 hours ago
7
Software Developer
7shifts
Toronto, ON
- $95,000 to $135,000 CAD / year
- Full-time
We’re building an inclusive work environment that is representative of the diverse industry we have the pleasure of serving, and encourage candidates from all backgrounds to apply.
Added 2 hours ago
7
Software Developer
7shifts
Saskatoon, SK
- $95,000 to $135,000 CAD / year
- Full-time
We’re building an inclusive work environment that is representative of the diverse industry we have the pleasure of serving, and encourage candidates from all backgrounds to apply.
Added 3 hours ago
TG
Senior Listings Manager (Legal), TSXV
TMX Group
Vancouver, BC · Greater Vancouver Metropolitan Area
- $130,000 to $150,000 CAD / year
- Full-time
Reporting to the Director in the Listings department of TSX Venture Exchange (TSXV), as a client-facing representative of TSXV’s Listed Issuer Services Department. TSXV is part of TMX…
Added 3 hours ago
RD
Associate Advisor
RBC Dominion Securities
Vancouver, BC
- Full-time
…experience in the investment field and work as a licensed Registered Representative (RR) with an IIROC…
Added 3 hours ago
VC
outside sales representative
VELUX Canada
Calgary, AB
- $65,000 to $70,000 CAD / year
- Full-time
- On-site
…we work. *Job Summary* We are looking for an OUTSIDE SALES REPRESENTATIVE based in the Calgary area looking after the Prairie Provinces territory. This position requires an experienced…
Added 3 hours ago
RB
Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
…experience in the investment field and work as a licensed Registered Representative (RR) with an IIROC…
Added 4 hours ago
R
B2B Field Sales / Outside Sales Rep
RYSE
Toronto, ON
- $45,000 to $150,000 CAD / year
- Full-time
Build your territory pipeline from scratch through in-person prospecting, cold visits, outbound outreach, referrals, local networking, trade events, and follow-up
Added 4 hours ago
DW
Agriculture Sales Representative
Delta Water Products
Medicine Hat, AB
- Full-time
We’re looking for an Agriculture Sales Representative who understands the agriculture space in Southern Alberta, knows how to build genuine relationships, and is comfortable getting out…
Added 4 hours ago
DH
Director of Sales
Design Home Gift & Paper
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…18,000+ sq. ft. and participate twice annually in industry trade…
Added 4 hours ago
Project Coordinator
Pomerleau
Delta, BC
Utilize your passion for client services in ensuring open lines of communication when it comes to our team members, trade partners, consultants and clients.
Added 5 hours ago
HH
HVAC Sales Representative
Hammer's Heating & Cooling
Pitt Meadows, BC
- $41,600 to $140,000 CAD / year
- Full-time
We are looking for an experienced HVAC Sales Representative/Comfort Advisor to help homeowners choose heating and cooling solutions that meet their needs, homes, and budgets. This is a…
Added 5 hours ago
KA
Inside Sales Representative - Bilingual (Fr/Eng)
Keystone Automotive Operations
Mississauga, ON
- Full-time
Inside Sales Representative – Automotive Aftermarket – Bilingual (French/English)
Added 5 hours ago
KA
Outside Sales Representative
Keystone Automotive Operations
Calgary, AB
- Full-time
Travel: Monday through Friday within the assigned market, with occasional weekend travel for trade shows
Added 5 hours ago
DS
Sales Representative
DYNAMIC SECURITY GROUP INC.
Etobicoke, ON
- $60,000 to $126,511.45 CAD / year
- Full-time
- On-site
Job Summary* We are seeking a motivated and results-driven Sales Representative to join our dynamic team. The ideal candidate will be responsible for driving sales growth through effective…
Added 5 hours ago
RB
Associate Advisor
Royal Bank of Canada
Laval, QC
- Full-time

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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