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Added 8 hours ago
Production Attendant 1
University of Alberta Students' Union
Edmonton, AB
…Attendant 1 facilitates the production of print jobs and associated sales transactions, provides customer service, and assists in the overall operations of the Students’ Union’s retail…
Added 8 hours ago
BT
Counter Sales Representative
Bumper to Bumper Canada
Sudbury, ON · Greater Sudbury, ON
- Full-time
We are looking for someone seeking exciting new opportunities as Counter Sales Representative for our thriving team in Sudbury, ON. The successful person will be an energetic, customer…
Added 8 hours ago
C
Customer Service/ Account Receivable Representative
Chemsyn
Vaughan, ON
- Full-time
Role Description The Customer Service/ Accounts Receivable Representative is a full-time, on-site role based in Vaughan, ON. This role is responsible for responding to customer inquiries,…
Added 8 hours ago
N
Junior Account Executive - North America Market
Naboo
Montreal, QC
- Full-time
…trust-based relationships, and guiding them smoothly through the sales journey - all the way to a successful…
Added 9 hours ago
C
Financial Service Representative - Intake
CIBC
Ottawa, ON · Manotick Mews
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 9 hours ago
R
Sales Representative
Rentman
Remote, Canada
- Full-time
- Remote
As our Sales Representative, you’ll play a pivotal role in expanding and strengthening our sales presence in North America, while also supporting other international markets. You’ll take…
Added 9 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
Added 9 hours ago
LG
Field Canvassing Representative
LeafFilter Gutter Protection
Calgary, AB
- Full-time
As a Leaf Home Field Sales Representative, you will provide potential customers with your expertise and educate them on the benefits of LeafFilter gutter protection and gutter replacement.…
Added 9 hours ago
LG
Field Canvassing Representative
LeafFilter Gutter Protection
West Kelowna, BC
- Full-time
As a Leaf Home Field Sales Representative, you will provide potential customers with your expertise and educate them on the benefits of LeafFilter gutter protection and gutter replacement.…
Added 9 hours ago
AC
Agent Jr De La Chaîne D'approvisionnement | Jr Supply Chain Agent
Aston Carter
Longueuil, QC
- Full-time
Gérer un portefeuille incluant les services de réparation de composants et des comptes de transporteurs internationaux, en sassurant dune qualité de service constante.
Added 9 hours ago
IF
Livreur de classe 5/ Class 5 Delivery Driver
Impact Fulfillment Services
Pointe-Claire, QC
- Full-time
…de l'enlèvement des produits retournés, tout en offrant un service client de qualité supérieure. De plus, ce poste sert également de renfort au commercial dans le cadre du processus…
Added 9 hours ago
LG
Field Canvassing Representative
LeafFilter Gutter Protection
Mississauga, ON
- Full-time
As a Leaf Home Field Sales Representative, you will provide potential customers with your expertise and educate them on the benefits of LeafFilter gutter protection and gutter replacement.…
Added 9 hours ago
TM
Wireless Sales Representative
The Mobile Shop
Westbank, BC
- Full-time
…Glentel Inc., Canada’s leading wireless retailer. We are seeking Sales Representatives (Mobilists) to work inside Loblaws where you will guide customers towards their optimal phone and rate…
Added 10 hours ago
PO
Nongsa Project, Batam
PT ODG Indonesia
Clarington, ON
- Volunteer
PT. ODG Indonesia (O’Donnel Griffin) is one of Asia’s leading multi-trade electrical, mechanical, and fire service contractors. Traces its roots back to O’Donnell Griffin (over 100 years of…
Added 10 hours ago
NB
Associate Advice Center Manager
National Bank of Canada
Valleyfield, PE
- Full-time
Added 11 hours ago
TH
Merchandising Execution Associate Part-Time - 7102 Thunder Bay
The Home Depot Canada
Thunder Bay, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 12 hours ago
DT
ROV Technical Support Representative
Deep Trekker Inc.
Kitchener, ON
- Full-time
Manage support tickets and customer repairs throughout the service lifecycle, ensuring timely resolution and a positive customer experience.
Added 14 hours ago
B
Content and Events Coordinator
BCAA
Burnaby, BC · *Head Office
- Full-time
Serve as an on-camera representative of Evo, showcasing services, Member experiences, partnerships, community initiatives, and brand stories.
Added 14 hours ago
QD
Sales Representative (New Homes), StreetSide
Qualico Developments Canada Ltd.
Edmonton, AB
- Full-time
Reporting to the Sales and Marketing Manager, as the Sales Representative you will handle the direct sale of new homes. You will also provide sales expertise and ensure existing and…
Added 14 hours ago
RD
Sales Representative
Roomidea Decoration Inc.
Toronto, ON · North York, ON
- Contract
…dividers, cabinetry and built-in storage. We are looking for a Sales Representative to help customers move from an initial inquiry to a clearly understood project…
Added 14 hours ago
ID
Sales Estimating Representative
Inter-Co Division 10 Inc.
Toronto, ON
- Full-time
We are currently looking for a Sales Estimating Representative for our office in North York, ON.
Added 14 hours ago
TI
Assistant Manager, Visitor Experience Ops
TORONTO INTERNATIONAL FILM FESTIVAL
Toronto, ON
- $50,000 to $70,380 CAD / year
- Full-time
…execute as planned. The Assistant Manager ensures customer service standards are maintained, addresses immediate issues, and is an escalation point for the staff as…
Added 14 hours ago
PC
Sales Representative
Prime Communications Canada Inc
Oakville, ON
- Up to $17.95 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 15 hours ago
IT
Customer Service Representative - Credit
Inland Truck & Equipment
Langley (District), BC · Langley, BC
- Full-time
Inland Truck & Equipment is an industry leader in the heavy-duty truck and equipment sales, service, and parts marketplace. When we say we’re ALL IN, we mean we’re all in on you and your…
Added 15 hours ago
CE
Rental Representative
Cooper Equipment Rentals Limited
Red Deer, AB
- Full-time
Job Summary: We are seeking a driven Rental Representative to join our team. The ideal candidate thrives on prospecting, building relationships, and closing deals. This role is focused on…

Desjardins

Wealth Management Advisor

Bedford, QC, Canada
Farnham, QC, Canada
Caisse Desjardins de la Pommeraie, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 3, 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

2026-11-2

Apply 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 drive results by recommending investments, loans, and insurance products while balancing client satisfaction with sound risk management.

Requirements

Candidates must hold a bachelor's degree in a related field and have at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Wealth management
Financial advice
Relationship management
Investment strategies
Loan management
Insurance products
Risk management
Customer service
Interpersonal savvy
Market trends analysis
Financial services

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 Advisor
Investments
Loans
Insurance
Risk Management
Financial Services
Mutual Fund Representative
Financial Planning
Market Trends
Customer Focus
Action Oriented
Hybrid Work
Pension Plan
Telemedicine

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