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Added 6 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON · Soudan Office
- Full-time
Facilitate research engagement with clients, carers, and point-of-care professionals in advisor and collaborator capacities across research projects.
Added 6 mins ago
E
Talent Acquisition Specialist
EllisDon
Mississauga, ON
- Full-time
EllisDon is growing, and we’re looking for a sharp, driven Talent Acquisition Specialist to help us hire the people who build our business. You will own full-cycle recruitment across a…
Added 6 mins ago
D
Senior Advisor, Buildings, development and security
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior property management, build-out and safety advisor, you assist with fire prevention and building safety and management. You help create plans, assist with build-outs and lease…
Added 19 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON
- Full-time
Facilitate research engagement with clients, carers, and point-of-care professionals in advisor and collaborator capacities across research projects.
Added 21 mins ago
D
Credit Risk Modelling Data Scientist
Desjardins
Montreal, QC
- Full-time
The Data Valorization Department develops, monitors and maintains our credit risk models so that we can offer innovative financing products to our members and clients while ensuring…
Added 21 mins ago
D
Senior Advisor, Data governance
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
Serve as a specialist advisor to teams in developing and applying data management processes and controls
Added 21 mins ago
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Advisor, Procurement Governance and Systems
Cogeco
Montreal, QC
- Full-time
Reporting to the Manager, Governance and Analytics, the Advisor, Procurement Governance and Systems has critical responsibilities for strengthening our procurement framework across North…
Added 21 mins ago
Director Strategic Initiatives & Innovation (18 month contract) | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Act as a trusted advisor and delegate to the AVP across multiple workstreams.
Added 36 mins ago
PI
Project Technologist
Pinchin in Canada
Kelowna, BC
- Full-time
Be part of a team that values collaboration, accountability, and hands‑on technical work that supports responsible development and healthier communities.
Added 49 mins ago
GL
Senior Manager, Brand & Integrated Marketing
goeasy Ltd.
Mississauga, ON
- Full-time
Lead the development and execution of brand strategy, positioning, architecture, identity, and voice.
Added 51 mins ago
Pension Advisor
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mississauga, ON
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 51 mins ago
Manager, Community Partnerships (Events)
Make-A-Wish Canada / Rêves d'enfants Canada
Halifax, NS
Continuous learning, development and internal training opportunities
Added 51 mins ago
Manager, Community Partnerships
Make-A-Wish Canada / Rêves d'enfants Canada
Dartmouth, NS
Continuous learning, development and internal training opportunities
Added 51 mins ago
A
Pre-Sales Solution Consultant
ADP
Mississauga, ON
- Full-time
Ongoing learning, development, and career growth opportunities.
Added 1 hour ago
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Relationship Manager Intern, Business Markets
RBC
Regina, SK
- Full-time
Active Learning, Adaptability, Best Practice Implementation, Business Development, Communication, Customer Relationship Management (CRM), Decision Making, Financial Planning and Analysis…
Added 1 hour ago
D
Senior Advisor, System and infrastructure operations, maintenance and development,
Desjardins
Montreal, QC · Levis, QC
- Full-time
As a Senior System and infrastructure operations, maintenance and development advisor, you provide leadership to practitioners and development teams on business relations, development…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Saguenay, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Donnacona, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…

Desjardins

Wealth Management Advisor

Saint-Jérôme, QC, Canada
Caisse Desjardins de la Rivière-du-Nord, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 8, 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. You 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 and make their projects happen. You work closely with mass-affluent individuals, businesses and business owners across all life stages. Your client base has high business development potential. Interpersonal savvy is therefore essential. You prepare comprehensive financial plans, targeted investment and financing strategies and insurance offers for your clients. You serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers and tax strategies. You also serve as a resource person for your team at the caisse. You use your expertise to support the financial empowerment of members and clients and to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You promote digital solutions and help members and clients start using them. As needed, you carry out financial transactions for members and clients. You also listen to their needs and present self-serve solutions for their future transactions. You work with partners and specialists to design integrated strategies that meet the needs of members and clients. You identify business opportunities and direct members and clients to your colleagues or to other entities for their specialized or day-to-day needs.More specifically, you will be required to:

Advise members and clients on the best strategies and determine target outcomes.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay on top of financial services industry news, market trends and best practices in your field so you can identify business development opportunities.
Participate in outreach activities and be present in the community.
Conduct onsite visits of the businesses you serve.

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 four years 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

Action oriented, Complexity, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning, Tech savvy

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

2026-10-22

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and comprehensive financial plans. Additionally, you will identify business development opportunities and collaborate with specialists to design integrated strategies that meet client needs.

Requirements

The role requires a bachelor's degree in a related field and a minimum of four years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Wealth management
Financial planning
Investment strategies
Business development
Interpersonal savvy
Portfolio diversification
Tax strategies
Risk management
Customer service
Financial analysis
Digital solutions
Relationship management
Insurance
Market trends
Financial empowerment

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Investment
Financing
Insurance
Portfolio Diversification
Tax Strategies
Business Development
Risk Management
Digital Solutions
Financial Transactions
Market Trends
Mutual Fund Representative
Caisse Desjardins
Hybrid Work
Defined Benefit Pension Plan
Telemedicine
Client Satisfaction
Intergenerational Transfers

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