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Added 2 mins ago
BG
Représentante des ventes d’équipements lourds – Division de la location | Heavy Duty Equipment Sales Representative - Rentals Division
Brandt Group of Companies
Laval, QC
- Full-time
Brandt est une entreprise privée et familiale, guidée par le client. Notre solidité repose sur la diversification de nos activités et notre succès sur la spécialisation de nos expertises.…
Added 2 mins ago
BG
Représentant·e des ventes - Construction et foresterie | Heavy Duty Equipment Sales Representative
Brandt Group of Companies
Laval, QC
- Full-time
Brandt est une entreprise privée et familiale, guidée par le client. Notre solidité repose sur la diversification de nos activités et notre succès sur la spécialisation de nos expertises.…
Added 2 mins ago
GO
Land Registration Officer
Government of Nova Scotia
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
To be considered for this position, you hold a one-year post-secondary certificate/diploma + 3 years related experience; or an equivalent combination of education and/or experience will be…
Added 2 mins ago
RD
Investment Associate
RBC Dominion Securities
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- Full-time
Execute all other trading for team members. (i.e. post client review portfolio changes, monthly AFT & RIF payments, on off EFTs & bank wires) – Trade Execution only
Added 3 mins ago
SM
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- Full-time
As a frontline representative of the company, the Service Technician builds strong customer relationships through professionalism, responsiveness, and technical expertise. Through…
Added 3 mins ago
Service Technician
Swish Group of Companies
Barrie, ON
As a frontline representative of the company, the Service Technician builds strong customer relationships through professionalism, responsiveness, and technical expertise. Through…
Added 3 mins ago
BB
Service Billing
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ON
- $38,950 to $47,150 CAD / year
- Full-time
Experience working with service technicians, Client Service Representatives, or operational leadership.
Added 3 mins ago
GO
Community Health Nurse
Government of Nunavut Recruitment
NU · NU, Canada
- Full-time
…societal values, promotes use of the Inuktut language, achieves a representative public service, and collaborates with partners to achieve the promise of Nunavut. Successful applicants will…
Added 18 mins ago
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Addictions Counsellor Degree
HealthCareersInSask.ca
Regina, SK
- Full-time
Strong organizational skills with ability to prioritize urgent client needs
Added 33 mins ago
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Personal Lines Customer Service Representative
Impact Recruitment
Toronto, ON · North York, ON
- Full-time
Join a dynamic insurance brokerage nestled in North York, where opportunity meets growth! Our client, a forward-thinking team dedicated to exceptional client service, is seeking a…
Added 33 mins ago
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Portfolio Administrator
Aviso
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
Manage client and inventory accounts on the Portfolio Management & Custodial systems and resolving any data discrepancies
Added 33 mins ago
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2600002866 - Crisis Secondary - Crisis Support Worker
Lakeridge Health
ON · Durham, ON
- Internship
complete comprehensive client assessment and service plan (identify needs and goals that are attainable and time-specific) - ensure client is integral in decision-making process
Added 33 mins ago
LH
2600002864 - Crisis Secondary - Crisis Support Worker
Lakeridge Health
ON · Durham, ON
- Internship
complete comprehensive client assessment and service plan (identify needs and goals that are attainable and time-specific) - ensure client is integral in decision-making process
Added 33 mins ago
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Représentant·e des ventes | Heavy Duty Equipment Sales Representative
Brandt Group of Companies
Lac-des-Écorces, QC
- Full-time
Brandt est une entreprise privée et familiale, guidée par le client. Notre solidité repose sur la diversification de nos activités et notre succès sur la spécialisation de nos expertises.…
Added 33 mins ago
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- Full-time
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Added 33 mins ago
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Toronto, ON
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Added 33 mins ago
Wealth Management Intern (Student/New Grad)
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Bring experience in sales, hospitality or other client-facing roles that require strong communication and interpersonal skills
Added 48 mins ago
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Member Service Representative II
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- Full-time
The position is responsible for responding to member client inquiries and taking action to reconcile discrepancies in records and accounts. Routinely receives and pays cash or other…
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Under general supervision, performs a variety of member client service within clearly defined policies and procedures. Promotes, up sells and cross sells the full range of deposit and…
Added 48 mins ago
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PT - Residence Worker, Mental Health (Aspen House Supported Living)
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PT Residence Worker, Mental Health (Aspen House Supported Living)
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Maintains client files including statement of goals, case/care plans, summaries, case notes, reviews, and closing reports
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Maintains client files including statement of goals, case/care plans, summaries, case notes, reviews, and closing reports

Desjardins

Wealth Management Advisor

Longueuil, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 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

Knowledge of current financial, economic, political and legislative events
Specialized knowledge of tax, financial and succession issues for individuals and businesses
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of the Desjardins business processes

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)

CAISSE DU VIEUX-LONGUEUIL (30200 / CONV_COL_00061) (2018-12-20 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-10

Apply About employer

More about this job

Responsibilities

The wealth management advisor is responsible for building trusting relationships with clients to provide tailored financial advice and investment strategies. They must balance client satisfaction with business objectives while managing risk and staying current on market trends.

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 required, along with strong knowledge of financial products and legislation.

Skills

Wealth management
Financial advice
Relationship management
Investment strategy
Loan management
Insurance products
Risk management
Tax knowledge
Succession planning
Debt management
Customer service
Interpersonal skills
Market trends analysis
Financial compliance
Strategic planning

Benefits

Competitive salary
Annual bonus
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
Risk Management
Taxation
Succession Planning
Debt Management
Compliance
Market Trends
Financial Cooperatives
Client Relations
Strategic Planning
Mutual Funds
Desjardins
Hybrid Work
Pension Plan
Telemedicine

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