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Added 7 mins ago
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Seasonal Guest Experience Lead | Banff Avenue
lululemon
Banff, AB
- Full-time
Move dynamically and lead from the floor as the Supervisor on Duty to assess and fulfill the needs of the business, team, and guests.
Added 7 mins ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
There may be a requirement to work outside regular business hours, including evenings and weekends.
Added 7 mins ago
OA
Reception Associate - OpenRoad Audi Boundary
OpenRoad Auto Group
Burnaby, BC
- Full-time
OpenRoad reserves the right to modify this job description as business needs require.
Added 7 mins ago
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Director, Strategic Communications
BC Energy Regulator
Fort St. John, BC
- Full-time
Professional accreditation is an asset (APR from Canadian Public Relations Society or CMP/SCMP from International Association of Business Communicators).
Added 7 mins ago
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Policy Analyst
Compass Early Learning and Care
Peterborough, ON · Administration office
- Full-time
…Communications, Early Childhood Education, Human Resources, Business Administration, Law, Policy Studies, or a related…
Added 7 mins ago
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Learning & Development Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
The scope of the role will continue to evolve alongside C&MO and the MCE operating model, including supporting broader Canada capability needs and other areas as needed by the business.
Added 7 mins ago
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Business Analyst III
Seaspan
North Vancouver, BC
- Full-time
The Business Analyst III leads the analysis, design, optimization, and governance of business processes and technology solutions across complex initiatives within Seaspan Shipyards. This…
Added 7 mins ago
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Senior Manager, Supply Chain
Worley
Calgary, AB
- Full-time
…execution, operational readiness, and closeout. The role translates business objectives into executable procurement and contracting plans, protects cost, schedule and service outcomes, and…
Added 22 mins ago
UO
Sessional Instructor - ACCT 323 Multiple Lectures, Winter 2027, Haskayne School of Business
University of Calgary
Calgary, AB
- Full-time
The Haskayne School of Business at the University of Calgary invites applications for a Sessional Instructor(s) to teach Winter 2027 ACCT 323 (Introductory Managerial Accounting). Classes…
Added 22 mins ago
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Admin Supervisor
Cheswold Park Hospital
Halifax, NS
- Full-time
This position is designed to provide a flexible role to support and manage change to meet Business Unit objectives
Added 22 mins ago
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Senior IT Auditor
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
…internal audit plan. These may include system control reviews of business applications and IT infrastructure, IT security practices, technology and data governance, for both on premises and…
Added 22 mins ago
TU
Programmer Analyst II
The University of British Columbia
Vancouver, BC
- $8,810.92 to $13,202.5 CAD / month
- Full-time
This is a hands-on delivery role within a multi-disciplinary technical and business team.
Added 22 mins ago
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Thanks for visiting our Job Board. Please review our open positions and apply to the positions that match your qualifications.
Evertz
Burlington, ON
- Full-time
The Administrative Coordinator role provides support to the sales and business development teams by managing schedules, meetings, documentation, and follow-up for government sales…
Added 22 mins ago
TI
Functional Area Lead - Woodroom
Tolko Industries
High Prairie, AB
- Full-time
…Our focus remains on sustainably managing our forests and our business for upcoming…
Added 22 mins ago
SC
Professor, Nutrition and Food Services Program (Part-Time)
Sheridan College
Mississauga, ON
- Part-time
Excellent knowledge in cross-sectional food business operations and supply chain an asset.
Added 22 mins ago
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Production Assistant
ADM
Windsor, ON
- Full-time
ADM offers opportunities for talented individuals who are ready to join the team and make a contribution to our business. Successful candidates will be graduating with a B.S. in Chemical,…
Added 22 mins ago
S
Optometrist Ownership
Specsavers
AB · Alberta, Canada
- Full-time
…ownership straight forward. As an Optometry Partner, you can be a business owner without worrying about the little things so you can do what you love most – providing quality eyecare to…
Added 22 mins ago
FH
Senior Indigenous Cultural Advisor
Fraser Health Authority
Surrey, BC
- $35.36 to $50.83 CAD / hour
- Part-time
Valid BC Driver's licence and possession of a personal vehicle for business related purposes.
Added 22 mins ago
AC
General Kitchen Helper- Remote Lodge Chapleau, ON
Aramark Canada
Chapleau, ON
- Full-time
…may vary by Aramark location based on client requirements and business needs. Maintain cleanliness through out Aramark Remote Workplace Services kitchen facilities while assisting the…
Added 22 mins ago
GM
Environmental Inspector
got mold?™
Saskatoon, SK
- Full-time
A company vehicle for authorized business travel.
Added 22 mins ago
KG
Controller
Kelson Group Property Management
Kamloops, BC
- $125,000 to $150,000 CAD / year
- Full-time
Founded in 1974, Kelson Group has grown from a family-owned business in Kamloops into one of Western Canada's leading owners, developers, and managers of purpose-built rental housing.…
Added 22 mins ago
S
Optometrist Ownership
Specsavers
AB · Alberta, Canada
- Full-time
…ownership straight forward. As an Optometry Partner, you can be a business owner without worrying about the little things so you can do what you love most – providing quality eyecare to…
Added 22 mins ago
A
Senior Director, Product & Platform Trust
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Create a strong feedback loop between Autodesk's product organizations and Product Security, using developer needs, emerging threats, technology changes, and security insights to…
Added 22 mins ago
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Project Field Coordinator, Mine
Nutrien
Vanscoy, SK
- Full-time
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…
Added 22 mins ago
SC
In Store Bakery - Clerk Sales/Service SW
Safeway Canada
Lethbridge, AB
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…

Desjardins

Wealth Management Advisor

Sainte-Marie, QC, Canada
Caisse Desjardins de La Nouvelle-Beauce, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 18, 2026
Posting language: English
Posted: Oct 27, 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

2026-11-17

Apply About employer

More about this job

Responsibilities

You will develop and maintain business relationships with clients to provide tailored financial advice and investment strategies. Additionally, you will manage client satisfaction, monitor market trends, and represent the organization within the community.

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 also required.

Skills

Wealth management
Financial advising
Relationship management
Investment strategy
Risk management
Customer service
Interpersonal savvy
Market analysis
Financial planning
Sales
Communication
Strategic planning

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
Investments
Loans
Insurance
Mutual Fund Representative
Risk Management
Client Relations
Financial Planning
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Business Development

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