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Added 9 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Newmarket, ON
- $18 CAD / hour
- Part-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 24 mins ago
OC
Customer Support Representative II, Bilingual - OCI
Olympus Corporation
Richmond Hill, ON
- Full-time
The Customer Service Representative – Sales Level II in addition to continuing to be responsible for the daily functions of a Customer Service – Sales Level I will also be responsible to…
Added 24 mins ago
MI
CN - Lead, Hand
MSC Industrial Supply Co.
Beamsville, ON
- Full-time
…essential duty satisfactorily. The requirements listed below are representative of knowledge, experience level and abilities required. Reasonable accommodation may be made to enable…
Added 53 mins ago
BM
Aquatics Customer Service Representative (Plunge) - Winter - Part Time
Blue Mountain Resort
The Blue Mountains, ON
- Part-time
…of a team that creates memorable experiences? As an Aquatics Customer Service Representative, you'll be the friendly face that welcomes guests to our aquatic facilities and helps set the…
Added 53 mins ago
LP
Customer Service Specialist - Calgary, AB
LAZ Parking
Calgary, AB
- $17 to $19 USD / hour
- Part-time
The Customer Service Specialist greets and creates a welcoming atmosphere for our customers and clients.
Added 53 mins ago
TN
Dealer Sales Rep
Trouw Nutrition
Foothills No 31, AB · Foothills, AB
- Internship
Get ready to Own Your Impact as a Dealer Sale Representative at Trouw Nutrition, Okotoks a Nutreco company. As global leaders in animal nutrition and aquafeed, our shared purpose of Feeding…
Added 53 mins ago
I
Représentant(e) aux réclamations II - Atlantic Subro
Intact
Mississauga, ON
- Full-time
A continuous improvement mindset with a focus on customer experience and operational excellence.
Added 53 mins ago
G-
Customer Service Representative
GFL - Sewer Technologies Division
Pickering, ON
- Full-time
Under the general direction of the customer service manager, the customer service representative (CSR) plays a crucial role in facilitating effective communication between customers and…
Added 54 mins ago
Maintenance
McDonald's
Halifax, NS
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 54 mins ago
C
Client Service Representative
CIBC
Gibsons, BC
- Part-time
…clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the…
Added 54 mins ago
GT
Softgoods Associate (Full-Time)
Giant Tiger
Thompson, MB
- Full-time
…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 54 mins ago
GT
Store Associate (Part-Time)
Giant Tiger
Kitchener, ON
- Part-time
…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 54 mins ago
GT
Store Associate (Part-Time)
Giant Tiger
Laval, QC
- Part-time
…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 1 hour ago
GO
Clerk 3
Government of Manitoba
Brandon, MB
- Full-time
…financial and clerical support while delivering exceptional customer service? The Manitoba government is seeking qualified individuals to fill several Clerk 3 (CL3) positions that support a…
Added 1 hour ago
RC
Financial Services Representative
Rosenort Credit Union
Morden, MB
- Full-time
A minimum of a Grade 12 diploma and 1-3 years of job-related experience; or an equivalent combination of education and experience.
Added 1 hour ago
RC
Member Service Representative
Rosenort Credit Union
Morden, MB
- Full-time
As a Member Services Representative (MSR), you are the primary financial guide and the trusted transaction expert for our members. You don't just process routine transactions; you play an…
Added 1 hour ago
NC
Outside Sales Representative
NAPA Canada
Bridgenorth, ON
- Full-time
Automotive aftermarket, outside sales, or customer service experience preferred.
Added 1 hour ago
IF
Commercial Driver
Impact Fulfillment Services
Woodstock, ON
- Full-time
Loading/Unloading freight or assisting in the loading/unloading of freight if required by customer
Added 1 hour ago
TL
Driveline Technician
TruckPro, LLC
Hamilton, ON
- Full-time
Company culture grounded in customer service and values its people
Added 1 hour ago
IF
DZ Driver
Impact Fulfillment Services
Oshawa, ON
- Internship
…orders and pick up of returned products by providing superior customer service. In addition, this position also acts as a back up to the Sales Representative in the collection of checks…
Added 1 hour ago
KM
Technology Sales Representative/Représentant des ventes technologiques (GTA)
Konica Minolta Business Solutions Canada
Mississauga, ON
- Full-time
We’re looking for a Technology Sales Representative to join our team! As an Account Executive, you will provide professional and ethical representation of Konica Minolta Business Solutions…
Added 1 hour ago
A/R Representative
The Descartes
Waterloo, ON
…opportunity is ideal for an individual who is seeking professional experience, is enthusiastic about the prospect of working at a growing company with a global focus, and who has a keen…
Added 1 hour ago
PC
Sales Representative
Prime Communications Canada Inc
Lethbridge, AB
- Up to $17.5 CAD / hour
- Full-time
As a Solution Specialist (Sales Representative) on our Retail Team and working at our Oakville Rogers Store, you will be an entrepreneur of Rogers and Fido plans, products, and services.…
Added 1 hour ago
FP
Executive Sous Chef
Fresh Prep Foods Inc
Montreal, QC
- Full-time
…Managed Companies - reflect our commitment to excellence in both customer experience and employee satisfaction. Our collaborative culture brings together passionate food lovers,…
Added 1 hour ago
FP
Order Picking Supervisor
Fresh Prep Foods Inc
Montreal, QC
- Full-time
…Managed Companies - reflect our commitment to excellence in both customer experience and employee satisfaction. Our collaborative culture brings together passionate food lovers,…

Closed listing

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Oct 10, 2026
Posting language: English
Posted: Sep 25, 2026

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Original job description

Archived listing. The details below describe a past opening.

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
Hold the title of Financial Planner
Knowledge of French is required
Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients 🗣️
Available to work one evening per week 📅

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

2026-10-9

About employer

More about this job

Responsibilities

The wealth management advisor develops and maintains trusting relationships with clients to provide tailored financial advice and solutions. They manage comprehensive financial plans, investment strategies, and insurance offers while identifying business development opportunities.

Requirements

Candidates must hold a bachelor's degree in a related field and have at least four years of relevant experience. A mutual fund representative certificate and the title of Financial Planner are required, along with proficiency in both English and French.

Skills

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

Benefits

Competitive salary
Annual bonus
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 Planning
Investment
Financing
Insurance
Portfolio Diversification
Tax Strategies
Business Development
Risk Management
Digital Solutions
Financial Services
Market Trends
Mutual Fund Representative
Financial Planner
Hybrid Work
Customer Satisfaction
Intergenerational Transfers
Relationship Management

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