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Journeyed Trade, Machinist/Millwright
SaskPower
Estevan, SK
- Full-time
At SaskPower, we believe in the importance of fostering and maintaining a workforce that’s representative of the communities we serve. We acknowledge and recognize equity groups designated…
Added 1 min ago
LH
2600001928 - Registered Practical Nurse
Lakeridge Health
Oshawa, ON
- Internship
…accessible. We are committed to employing a workforce that is representative of the diverse community we provide services to and welcome applications from all qualified applicants from all…
Added 1 min ago
SG
Junior Technical Support Specialist
SOLV4EX Group
Richmond, BC
- Full-time
The Junior Technical Support Representative serves as the first point of contact for technical inquiries from customers, installers, distributors, and Authorized Service Providers (ASPs) of…
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Nurse B - Public Health Nurse
HealthCareersInSask.ca
Lloydminster, SK
- Full-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
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Continuing Care Assistant
HealthCareersInSask.ca
Yorkton, SK
- Full-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
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Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Melville, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
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Environmental Services Worker
HealthCareersInSask.ca
Yorkton, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 1 min ago
Continuing Care Assistant
HealthCareersInSask.ca
Ituna, SK
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
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Continuing Care Assistant
HealthCareersInSask.ca
Prince Albert, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
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Continuing Care Assistant
HealthCareersInSask.ca
Watrous, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 16 mins ago
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Coordinator, Construction Services (Electrical)
Defence Construction Canada
Happy Valley-Goose Bay, NL
- Full-time
The duties and responsibilities listed below are representative but not all-inclusive:
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Mill Maintenance Superintendent
The Mosaic Company
Colonsay, SK
- Full-time
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Warranty & Customer Service Representative - Sporting Good Apparel
JRoss Retail Recruiters
AB · Edmonton, AB
- $42,000 to $44,000 CAD / year
- Full-time
Our client is seeking a customer-focused and detail-oriented Warranty & Customer Service Representative to join their team. This junior-level opportunity is ideal for an individual who…
Added 16 mins ago
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Health & Safety Supervisor
FCC Construcción
Toronto, ON
- Contract
Serving as the primary health and safety representative within the tunnel environment, providing direction, guidance, and oversight to ensure all underground activities are executed safely…
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Assistant Route Service Sales Representative (4-Day Workweek)
Cintas Canada
Abbotsford, BC
- Full-time
Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and…
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Assembler - Electrical
Savaria
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
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Assembler - Electrical
Savaria
Toronto, ON · Greater Toronto Area, Canada
- $22.5 CAD / hour
- Full-time
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
Added 16 mins ago
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Outside Sales Rep - ICI Division (Calgary)
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Calgary, AB
- Full-time
Reporting to the Director, Industrial, Commercial and Institutional Sales, the Outside Sales Representative is responsible for account management of assigned accounts, including, price…
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Sales Representative - First Aid and Safety
Cintas Canada
Calgary, AB
- Full-time
Cintas is seeking a Sales Representative to focus on new business-to-business account development in our First Aid and Safety Division. Responsibilities include prospecting, cold calling,…
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Food Services Worker
HealthCareersInSask.ca
Moose Jaw, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
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Registration Clerk
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Saskatoon, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
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Continuing Care Assistant
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
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Environmental Services Worker
HealthCareersInSask.ca
Yorkton, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
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Workforce Planning & Employment Strategies Specialist
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Saskatoon, SK
- Full-time
Commitment to a diverse, representative workforce and cultural safety
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Manager, Acute Care Therapies
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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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