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Added 8 mins ago
Senior Supply Chain Advisor
NorQuest College
Edmonton, AB
Hey NQer! We’re excited to see you explore the opportunity to join our Supply Chain team as a Senior Supply Chain Advisor. Thank you for being a Difference Maker and working together in the…
Added 8 mins ago
Simulation Centre Coordinator
NorQuest College
Edmonton, AB
This role plays a critical part in supporting simulation-based learning by coordinating complex schedules, room bookings, purchasing activities, inventory processes, and session logistics.…
Added 8 mins ago
Senior Employee Relations Advisor
Insurance Corporation of British Columbia
Burnaby, BC
The Employee Relations department is hiring a Senior Employee Relations (ER) Advisor to join their team in Burnaby at the CRLC location. As a Senior ER Advisor, you will provide technical…
Added 23 mins ago
KF
Branch Ambassador - Lindsay & Little Britain
Kawartha Financial Services
Kawartha Lakes, ON · Lindsay, ON
- Part-time
Compensation for this position is determined by skills, experience, and education. It is aligned with the locations market data, as well as internal equity. Candidates whose qualifications…
Added 35 mins ago
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Director, Chapter Lead, Mass Affluent
CIBC
Toronto, ON
- Full-time
Business and technical translation - Connect technical possibilities to business strategy, client needs, advisor realities, and risk considerations to guide sound, practical decisions.
Added 35 mins ago
PC
Project Manager - Building Science
Pinchin Canada
Victoria, BC
- Full-time
Participate in business development and marketing to new and existing clients
Added 35 mins ago
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Sr Advisor, Workforce Development
PTAG
Markham, ON
- Contract
…major capital projects successfully. We are seeking a Senior Advisor to join our growing Workforce Development Practice. As the practice’s first senior delivery hire, you will lead…
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 1 hour ago
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UAT Manager
BMO
Toronto, ON · YNG
- Full-time
Performs required business testing on technical solutions to ensure that new product, process, learning program or other technical changes introduced to customers and/or employees meet…
Added 1 hour ago
Training Advisor – Procurement and Logistics
Pomerleau
Montreal, QC · Levis, QC · Saint-Georges, QC
Reporting to the Director, Logistics – Administrative Services, the Training Advisor is responsible for all activities related to user training and competency development. This individual…
Added 1 hour ago
RB
Damage Insurance Agent (Bilingual)
Royal Bank of Canada
Montreal, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 1 hour ago
NC
Manager, Shift Scheduling
NAV CANADA
Winnipeg, MB · Toronto, ON
- Full-time
Collaborate constructively with management and members of the operational units to ensure effective consultation and communication throughout schedule development and implementation, while…
Added 1 hour ago
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Offensive and defensive security advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a defensive security advisor, you help identify, analyze, eradicate and mitigate threats to Desjardins's systems, networks and applications. You analyze security incidents and determine…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- Full-time
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…
Added 1 hour ago
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Senior Advisor, Risk management
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior risk management advisor, you assist with analysis, research and development to recommend risk management and supervision strategies and priorities. You lead and influence…
Added 1 hour ago
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Advisor, Risk management
Desjardins
Montreal, QC
- Full-time
As a risk management advisor, you assist with risk management and supervision analysis, research and development. You advise and assist clients and partners as part of intervention and…
Added 1 hour ago
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Senior Advisor, Risk management
Desjardins
Montreal, QC
- Full-time
As a senior risk management advisor, you assist with analysis, research and development to recommend risk management and supervision strategies and priorities. You lead and influence…
Added 1 hour ago
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BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - Montreal
BDC
Montreal, QC
- Full-time
Opportunities for learning, training and development, and much more...
Added 1 hour ago
Director, Systems & Data Transformation
Munich Re
Toronto, ON
Define clear mandates, decision rights, accountabilities, delivery standards, and career pathways; create a culture of ownership, collaboration, inclusion, innovation, and continuous…
Added 1 hour ago
Financial Advisor - Danforth & Woodbine Branch
Scotiabank
Toronto, ON
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 2 hours ago
HI
Auto Insurance Advisor
HUB International
Winnipeg, MB
- Part-time
Acting as the first point of contact to all clients, the Auto Insurance Advisor is responsible for providing professional, accurate, efficient, and courteous advice to all clients with…
Added 2 hours ago
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Business Partner, Talent & Culture (14-month contract)
Amilia
Montreal, QC
- Full-time
Design and evolve modern, scalable talent & culture programs such as but not limited: performance, compensation, DEIB, learning, workplace culture, systems, and compliance.
Added 2 hours ago
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Human Resources and Labour Relations Business Partner
EORLA - Eastern Ontario Regional Laboratory Association
Ottawa, ON
- Full-time
The Eastern Ontario Regional Laboratory Association (EORLA) is seeking a passionate and strategic Human Resources and Labour Relations Business Partner to help shape an exceptional employee…
Added 2 hours ago
B
BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - Montreal
BDC
Montreal, QC
- Full-time
Opportunities for learning, training and development, and much more...
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Mascouche, 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

Disraeli, QC, Canada
Caisse Desjardins du Carrefour des lacs, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 24, 2026
Posting language: English
Posted: Oct 9, 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

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

2026-10-23

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More about this job

Responsibilities

The wealth management advisor develops and maintains trusting relationships with clients to provide personalized financial advice and investment strategies. They collaborate with partners to design integrated solutions while balancing client satisfaction, business objectives, and prudent risk management.

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.

Skills

Wealth management
Financial advisory
Relationship management
Investment strategy
Risk management
Customer service
Interpersonal savvy
Market analysis
Financial planning
Sales
Action oriented
Customer focus
Nimble learning

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investment
Loans
Insurance
Risk Management
Market Trends
Mutual Fund Representative
Client Relations
Financial Strategy
Hybrid Work
Pension Plan
Telemedicine
Business Development

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