Find work in Canada.

356,524 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 7 mins ago
P
Representative
Primerica
Toronto, ON · Greater Toronto Area, Canada
- Part-time
Role Description: This is a part-time remote/hybrid Independent Representative role focused on helping clients understand and access life insurance and related financial service products.…
Added 12 mins ago
Membership Services Representative- Durham
YMCA of Northeastern Ontario
Sudbury, ON · Greater Sudbury, ON
Under the leadership of the Supervisor of Membership Services, the Membership Services Representative is responsible for all membership data entry, financial payments, and course…
Added 28 mins ago
T
Associate Investment Advisor I
TD
Kitchener, ON
- Full-time
…protection to provide highly personalized advice, solutions, and service to…
Added 28 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins de l'Éducation
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 28 mins ago
D
Personal Finance Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Sillery-Saint-Louis-de-France
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 28 mins ago
D
Wealth Management Advisor
Desjardins
Sept-Îles, QC
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 28 mins ago
C
Financial Services Representative
CIBC
Toronto, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 28 mins ago
C
Client Service Representative (Hourly)
CIBC
Arborg, MB
- Part-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day…
Added 28 mins ago
Customer Sales and Service Representative
UFA Co-operative Ltd.
Hanna, AB
Reporting to the Store Manager, the Customer Sales and Service Representative 2 (CSSR 2) is responsible for serving and assisting customers in the selection and purchase of goods and…
Added 43 mins ago
Primary Care Nurse - Repost
Winnipeg Regional Health Authority
Winkler, MB
…the multidisciplinary team that will maintain high quality service delivery within the primary care clinic. The incumbent will demonstrate the ability to establish and maintain positive…
Added 43 mins ago
L
Financial Service Representative - LendDirect Office 1640
LendDirect
Sarnia, 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 57 mins ago
AF
Financial Service Representative - LendDirect Office 1640
Attain Finance
Sarnia, 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 1 hour ago
R&
Risk Analyst II
Robertson & Company Ltd.
Toronto, ON
- Contract
Prioritize and manage own workload to meet service level requirements for service and productivity
Added 1 hour ago
LH
2600002470 - Registered Nurse
Lakeridge Health
Oshawa, ON
- Internship
As an integral member of the Nephrology Program, the Registered Nurse is highly skilled and responsible for supporting a system that delivers person-centred, safe and effective kidney care…
Added 1 hour ago
S
PET Manager
Shell
Scotford, AB
- Full-time
Manage the SEAM service delivery for Project Delivery and Engineering Disciplines including funding, priorities, work scope.
Added 1 hour ago
Bilingual Claims Technical Specialist, Auto Claims
Wawanesa Insurance
Toronto, ON · AB · Winnipeg, MB · Wawanesa, MB · Moncton, NB · Ottawa, ON · Kitchener, ON · Montreal, QC · Vancouver, BC · Dartmouth, NS · Calgary, AB · Lethbridge, AB · Edmonton, AB (Hybrid), AB · North York - Toronto, ON (Hybr, ON
…with key stakeholders to improve operational excellence and member…
Added 2 hours ago
LH
2600002233 - DRCC Radiation Therapist
Lakeridge Health
Oshawa, ON
- Internship
…patient, and environmental safety and participation in regular in service education in this…
Added 2 hours ago
LH
2600002654 - DRCC Radiation Therapist
Lakeridge Health
Oshawa, ON
- Full-time
…patient, and environmental safety and participation in regular in service education in this…
Added 2 hours ago
T
Financial Planner - Yarmouth, NS
TD
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
Engaging fully as a valued team member and contributing to a positive, service-oriented workplace
Added 2 hours ago
NS
Psychologist PhD/PsyD - Community Based - Mental Health and Addictions
Nova Scotia Health Authority
Halifax, NS
- Internship
Reporting to the Health Services Manager, the Psychologist is a member of the interdisciplinary team. The incumbent will collaborate with other members of the team while providing…
Added 2 hours ago
NS
Psychologist (PHD) - Early Psychosis Program - Mental Health & Addictions
Nova Scotia Health Authority
Halifax, NS
- Internship
…psychosocial therapies, neuroimaging, cannabis, and psychosis service delivery, as well as supervising numerous clinical and research learners at all…
Added 2 hours ago
Physiotherapist, Orthopaedic Care Team
Nova Scotia Health and IWK Health
Halifax, NS
…2SLGBTQIA+ to apply to support our goal for our workforce to be representative of the patients, families, and communities that we care for at all job…
Added 3 hours ago
DIETITIAN
Southbridge Healthcare LP
Thornbury, ON
As a member of the Clinical Team, the Dietitian consults with and advises the Food Service Manager and Director of Care concerning nutrition and hydration program needs. The Dietitian is…
Added 3 hours ago
DIETITIAN
Southbridge Healthcare LP
Owen Sound, ON
As a member of the Clinical Team, the Dietitian consults with and advises the Food Service Manager and Director of Care concerning nutrition and hydration program needs. The Dietitian is…
Added 3 hours ago
DIETITIAN
Southbridge Healthcare LP
Shelburne, ON
As a member of the Clinical Team, the Dietitian consults with and advises the Food Service Manager and Director of Care concerning nutrition and hydration program needs. The Dietitian is…

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

Report this job