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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…
Added 14 mins ago
DC
Coordinator, Construction Services (Electrical)
Defence Construction Canada
Happy Valley-Goose Bay, NL
- Full-time
…administers medium-complexity construction, professional services and service contracts during construction to ensure compliance with contract requirements. The incumbent engages in daily…
Added 15 mins ago
JR
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 15 mins ago
UO
Director, Strategic Planning & Operations
University of British Columbia
Vancouver, BC · UBCV | Gordon B. Shrum Building (SHRM)
- $8,810.92 to $13,202.5 CAD / month
- Full-time
…requirements to meet the School s mandate of teaching, research and service. This position provides authoritative administrative advice to the School Director on finance, human resources,…
Added 15 mins ago
TS
Business Development Representative - Microsoft Cloud Software (SAAS) | Représentant du développement des affaires - Logiciels Cloud Microsoft (SAAS)
TD SYNNEX
Montreal, QC
- Full-time
Build your career in cloud technology and business development with TD SYNNEX. As a Business Development Representative supporting Microsoft Cloud Software (SaaS), you’ll work directly with…
Added 15 mins ago
B
Customer Service Representative (Cantonese & Mandarin)
BMO
Toronto, ON
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 15 mins ago
B
Customer Service Representative - Speedy Glass
Belron
Mississauga, ON · Speedy - Mississauga
- Full-time
You are the person who likes to set the tone for the customer’s experience. As a Customer Service Representative, you will create ease in a fast-paced, action-oriented role. You will enjoy…
Added 15 mins ago
H
Représentant de services technique / Technical Field Service Representative
Hitachi
Mont-Saint-Hilaire, QC · (HE)Office_QC_Mont-Saint Hilaire
- Full-time
Are you ready to power up your career with Hitachi Energy? We are seeking a dynamic and skilled Field Service Representative to join our team. This role offers the chance to work on…
Added 30 mins ago
Territory Sales Representative - Halifax
Molson Coors
Halifax, NS
In the role of Territory Sales Representative working based out of Nova Scotia you will be part of the Atlantic Commercial team. This position reports to the Nova Scotia District Sales…
Added 44 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
Servir de point de contact principal pour les clients, en assurant la coordination interne pour le service, la facturation et la logistique.
Added 44 mins ago
TU
Director, Strategic Planning & Operations
The University of British Columbia
Vancouver, BC
- $8,810.92 to $13,202.5 CAD / month
- Full-time
…requirements to meet the School s mandate of teaching, research and service. This position provides authoritative administrative advice to the School Director on finance, human resources,…
Added 45 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 45 mins ago
Sr Service Specialist (Field Technician, Building Automation Systems), Ottawa ON
Siemens
Ottawa, ON
The main function of a Service Specialist is to attend on-site service visits, provide preventative maintenance, troubleshooting, and repair. Additional responsibilities related to the…
Added 45 mins ago
OH
Inside Sales Representative
O’Dell HVAC Group
Ottawa, ON
- Full-time
We are seeking an Inside Sales Representative to join our Sales team in our Ottawa - Nepean Office. Reporting to the Regional Sales Manager, you will support the sales process by responding…
Added 45 mins ago
BB
Service Billing
Bosch Building Technologies
ON
- $38,950 to $47,150 CAD / year
- Full-time
Previous experience in a service-based, construction, security, fire/life safety, or technical field-service environment.
Added 1 hour ago
H
Addictions Counsellor Degree
HealthCareersInSask.ca
Regina, SK
- Full-time
Knowledge of community outpatient and inpatient service delivery systems
Added 1 hour ago
LH
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 1 hour 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 1 hour ago
UO
Assistant Professor - Higher Education Governance and Policy
University of Toronto
Toronto, ON
- $120,000 to $160,000 CAD / year
…demonstrated through a record of publications in top-ranked and field relevant journals or forthcoming publications that meet high international standards, the submitted research statement,…
Added 1 hour ago
R|
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…clinical trials, data-sharing, confidentiality, third-party service agreements, etc.) based on the requirements of the…
Added 1 hour ago
AT
Senior Cybersecurity Analyst - 26-040 - Hybrid - 2 positions available
AUSGAR Technologies Inc.
Newport, QC
- 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. Reasonable…
Added 1 hour ago
BH
Property Representative 1 - Distribution Acquisitions
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Vancouver, BC
- Full-time
Works in a normal office environment with regular field trips to perform required work. Work and project assignments can include frequent overnight travel from time to time, attendance at…
Added 1 hour ago
P&
Production Supervisor
Parrish & Heimbecker, Limited
ON · Inkerman, ON
- Full-time
Collaboration: Work with management on team-oriented approaches to customer service and quality; communicate regularly with the Plant Manager.
Added 1 hour ago
PT Residence Worker, Mental Health (Aspen House Supported Living)
Connective
Mission, BC
…from a CSSEA-member employer to Connective will port their service hours for vacation and wage purposes (within last 12…
Added 1 hour ago
PT Residence Worker, Mental Health (Aspen House Supported Living | Thu-Sat | 24 HR)
Connective
Mission, BC
This is a male-designated position, established as a bona fide occupational requirement due to client-specific safety and service needs.

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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