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Added 3 mins ago
SQ
Partenaire, Développement des Affaires
Sunlife Québec
Quebec, QC
- Full-time
Added 3 mins ago
PA
Automotive Parts Advisor
Pfaff Automotive Partners Inc.
Bolton, ON
- Full-time
…organization? Bolton Ford is looking for an experienced Parts Advisor to join our team, with previous Ford dealership and Ford parts experience strongly…
Added 3 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
…Acura or upgrading to a new model, you’ll be their trusted advisor throughout the…
Added 3 mins ago
PA
Service Advisor
Pfaff Automotive Partners Inc.
Guelph, ON
- Full-time
…service driven individual to work alongside our team as a Service Advisor. Our dealership has been recognized by Automotive News Canada as a Best Dealership to Work for FOUR consecutive…
Added 3 mins ago
PA
Automotive Sales Consultant
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
…buyers to returning Honda customers, you’ll act as a trusted advisor throughout their vehicle-purchasing…
Added 3 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Vaughan, ON
- Full-time
Please note: We do not use artificial intelligence (AI) to screen, assess, or select applicants at any stage of our recruitment process
Added 3 mins ago
PA
Automotive Parts Advisor
Pfaff Automotive Partners Inc.
Mississauga, ON
- Full-time
…BMW Mississauga is seeking a dedicated and enthusiastic Parts Advisor to join our dynamic…
Added 3 mins ago
PA
Junior Parts Advisor
Pfaff Automotive Partners Inc.
Markham, ON
- Full-time
Porsche Centre Markham is seeking a dedicated Junior Parts Advisor to join their team!
Added 3 mins ago
PA
Automotive Sales & Finance Consultant
Pfaff Automotive Partners Inc.
Mississauga, ON
- Full-time
Please note: We do not use artificial intelligence (AI) to screen, assess, or select applicants at any stage of our recruitment process
Added 33 mins ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
Heather Finn, Advisor, Talent Acquisition – Physician Recruitment
Added 33 mins ago
OT
Health and Safety Advisor (Rotating Shifts)
Ontario Transit Group - Ontario Line - Southern Civil, Stations & Tunnel
Toronto, ON
- Full-time
The Health and Safety Advisor champions safety across all OTG construction sites. In this role, you’ll ensure compliance with regulations, conduct site inspections, deliver safety training,…
Added 33 mins ago
D
Product Owner, Product management
Desjardins
Montréal-Ouest, QC
- Full-time
…variety of fields of expertise. You will serve as an expert advisor and subject matter expert, as well as a resource person and coach for senior management and decision-making bodies. More…
Added 33 mins ago
GC
Senior Hydrogeologist
GEI Consultants, Inc.
Markham, ON
- Full-time
Contribute to regional marketing efforts and technical thought leadership, positioning GEI as a trusted advisor in hydrogeological and environmental services.
Added 33 mins ago
BA
SALES - PRODUCT ADVISOR
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
The Product Advisor role offers non-traditional retail hours. All consultants work one evening during the week (Mondays or Tuesdays) as well as every Saturday. The dealership is closed…
Added 33 mins ago
BA
AP & AR ADVISOR
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting Relationship: The AP & AR Advisor reports directly to the Controller.
Added 34 mins ago
GF
Sales (Fitness Advisor) - Winnipeg Grant Park
GoodLife Fitness
Winnipeg, MB
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 48 mins ago
RB
Client Advisor - Brampton (Bilingual: Arabic, Tagalog)
Royal Bank of Canada
ON · BRAMPTON, Ontario
- Full-time
As the first point of contact at RBC retail banking locations, Client Advisor is responsible for assisting members of our community who walk into our branches. Using hospitality-like skills…
Added 48 mins ago
RB
Senior Manager, Operational Risk / IT Risk and Compliance
Royal Bank of Canada
Toronto, ON
- Full-time
Trusted advisor in operations and risk governance processes and strategies in line with Enterprise Operational Risk Standard and IT Risk Centre of Governance
Added 48 mins ago
RB
Client Advisor - Brampton & Mississauga (Bilingual: Mandarin, Cantonese, Arabic, Tagalog)
Royal Bank of Canada
Mississauga, ON
- Full-time
Client Advisor - Mississauga (Bilingual Mandarin/ Cantonese, Arabic, Tagalog)
Added 1 hour ago
K
Sea Logistics Customer Care Specialist
Kuehne+Nagel
Winnipeg, MB
- Full-time
…Representative, Sea Logistics Import, where you'll serve as a trusted advisor to customers, ensuring seamless shipment execution while building long-term partnerships. In this…
Added 1 hour ago
Senior Insurance Advisor (Moose Jaw, SK)
Talent Acquisition Team at Westland Insurance. Text reply only.
Moose Jaw, SK
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 1 hour ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
…both students and faculty and the work of the Accessibility Advisor contributes to the recruitment and retention of students as well as their academic and personal…
Added 1 hour ago
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Learning & Development Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
The Manager, Learning & Development serves as a trusted partner and advisor to Takeda Canada’s commercial teams and the broader organization. The role is responsible for initiating,…
Added 1 hour ago
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Insights & Analytics Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
…which questions to ask to drive results. Acting as a trusted advisor to brand teams and cross-functional leaders across Marketing, Sales, Finance, Medical, Market Access, and Patient…
Added 1 hour ago
S
Business Analyst III
Seaspan
North Vancouver, BC
- Full-time
…initiatives within Seaspan Shipyards. This role serves as a trusted advisor to business and IT leadership, ensuring strategic alignment between business objectives, end-to-end processes,…

Desjardins

Wealth Management Advisor

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

Full-time

Apply About employer

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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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