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Added 10 mins ago
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(12 Month Co-op) Portfolio Management Specialist
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Our co-op program offers more than just experience; you'll join a vibrant community, participate in engaging events, receive competitive compensation with exam study support, benefit from…
Added 10 mins ago
M
Business Systems Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Demonstrated experience in business systems analysis, technical analysis, or a related technology role, with experience translating business and technical needs into implementable solutions.
Added 10 mins ago
M
Elite Inforce Case Coordinator
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Exhibit excellent communication skills, both oral and written, and demonstrate proven customer service experience with the ability to interact effectively and professionally with all levels…
Added 10 mins ago
M
Associate Applied AI Engineer – GenAI Systems
Manulife
Toronto, ON
- Full-time
0–3 years of experience in applied data science / machine learning, including internships, co-ops, research, or early-career industry experience; strong academic project work may also be…
Added 10 mins ago
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Representative - Inside Sales
Wesco
Brossard, QC
- Full-time
As a Representative - Inside Sales, you will interact with existing customers, to increase sales of the Company's products and/or services. You will obtain, create, and up-sell orders,…
Added 10 mins ago
Senior Underwriter - Commercial Lines Mid Market-Maritimes
Wawanesa Insurance
Moncton, NB · Dartmouth, NS
…salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $70,000 -…
Added 10 mins ago
JT
Inside Sales Representative
JM Test Systems
AB · Edmonton, Alberta
- Full-time
2 - 4 years’ experience in inside sales or customer service.
Added 10 mins ago
JT
Inside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
2 - 4 years’ experience in inside sales or customer service.
Added 10 mins ago
JT
Inside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
2 - 4 years’ experience in inside sales or customer service.
Added 10 mins ago
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Account Manager
Fiserv
Mississauga, ON
- Full-time
…complex issues and ensuring a consistent, high-quality client experience that protects and grows…
Added 10 mins ago
Senior Demand Planner - Service Parts
Olympus Corporation of the Americas
Richmond Hill, ON
The Senior Demand Planner drives planning execution and continuous improvement initiatives to balance customer service, inventory investment, and operational efficiency while ensuring…
Added 10 mins ago
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Operations Officer II
Robertson & Company Ltd.
Mississauga, ON
- Contract
Positively contributes to the overall customer experience and loyalty index in each interaction.
Added 10 mins ago
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Field Sales Representative
ALLDATA
Sherbrooke, QC
- $50,000 to $125,000 CAD / year
- Full-time
The ALLDATA Business Solutions Manager / Field Sales Representative is responsible for planning, executing, and managing the sales activities required to drive success within an assigned…
Added 10 mins ago
A
Field Sales Representative
ALLDATA
Longueuil, QC
- $50,000 to $125,000 USD / year
- Full-time
The ALLDATA Business Solutions Manager / Field Sales Representative is responsible for planning, executing, and managing the sales activities required to drive success within an assigned…
Added 10 mins ago
CH
Customer Service Representative
Citus HR
Woodbridge, ON
- Full-time
The Customer Service Representative is responsible for managing customer service operations and assigned retail accounts, handling inquiries and complaints, processing orders, verifying…
Added 24 mins ago
W
Inside Sales Representative- Bearings, Power Transmission
Wajax
Timmins, ON
- Full-time
We are seeking a results-driven and customer-focused Inside Sales Representative to join our growing team. In this role, you will act as the primary point of contact for inbound inquiries,…
Added 24 mins ago
Customer Service Representative 1 1
PABCO Building Products
Shalath, BC
Two years customer service experience preferred, experience in the concrete block, pavers and/or sack industry are preferred. Marketing skills an asset.
Added 24 mins ago
Simulator Qualification Coordinator
FlightSafety International
Toronto, ON · Downsview, ON
Perform Customer configuration changes to Simulators and FTDs, evaluate and confirm proper operation and posts changes.
Added 40 mins ago
Senior CNC Machinist/Machine Shop Programmer - 5-Axis
Westerkirk
Calgary, AB
We are seeking a highly skilled Senior CNC Machinist/Machine Shop Programmer with advanced experience in 5-axis machining and Mastercam Programming to join our aerospace manufacturing team.…
Added 40 mins ago
Service Technician
Swish Group of Companies
Winnipeg, MB
As a frontline representative of the company, the Service Technician builds strong customer relationships through professionalism, responsiveness, and technical expertise. Through…
Added 40 mins ago
NF
Inside Sales Representative - Bilingual
NorthLake Financial ULC
Barrie, ON
- Full-time
The Sales Representative will service multiple dealers across Canada. The position involves building a book of business, managing a set region, and encouraging the adoption and usage of our…
Added 40 mins ago
JT
Inside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
2 - 4 years' experience in inside sales or customer service
Added 40 mins ago
JT
Inside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
2 - 4 years' experience in inside sales or customer service
Added 40 mins ago
JT
Inside Sales Representative
JM Test Systems
AB · Edmonton, AB
- Full-time
2 - 4 years' experience in inside sales or customer service
Added 40 mins ago
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Représentant(e) de l’expérience client - saisonnier / Seasonal Customer Experience Representative
Indigo
Laval, QC
- Part-time
…and that stories – big and little – connect us. Indigo is our customer’s happy place – for joyful moments of discovery and to connect with people who share their passion for reading, their…

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Oct 26, 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
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

2026-11-27

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide tailored financial advice, investment strategies, and comprehensive financial plans. Additionally, you will identify business development opportunities, support digital solution adoption, and collaborate with specialists to meet client needs.

Requirements

Candidates must hold a bachelor's degree in a related field and possess 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
Wealth management
Investment strategies
Financing strategies
Insurance
Portfolio diversification
Tax strategies
Business development
Interpersonal savvy
Risk management
Customer service
Financial analysis
Digital solutions
Relationship management

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 Planning
Investment
Financing
Insurance
Portfolio Diversification
Tax Strategies
Business Development
Risk Management
Financial Services
Mutual Fund Representative
Financial Planner
Digital Solutions
Relationship Management
Client Satisfaction
Hybrid Work
Desjardins

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