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Added 4 mins ago
M
Technical Customer Service Representative
MDA
Richmond, BC
- Full-time
The Technical Client Services Representative (TCSR) works directly with our international customers to provide solutions to their geospatial information requirements. Working in a team…
Added 4 mins ago
CC
Financial Services Representative
Conexus Credit Union
La Ronge, SK
- Full-time
We have a Financial Services Representative opportunity at our La Ronge branch. You are one of the first people our members encounter at the branch. You will help them with whatever they…
Added 5 mins ago
NF
District Sales Manager- GTA (Scarborough)
Neo Financial
Toronto, ON · Scarborough, Ontario
- Full-time
…within your district, including facilitating large-scale sales representative onboarding sessions during mall launches and delivering ongoing company and product training to both Store…
Added 5 mins ago
CF
Member Services Rep
Crunch Fitness Canada
Sarnia, ON
- $17.95 CAD / hour
- Part-time
Join our dynamic team as a Member Services Representative and be a key contributor to creating a warm, inviting atmosphere that enriches the lives of our team members and community. If…
Added 18 mins ago
SW
ScotiaMcLeod Senior Associate
Scotia Wealth Management
Montreal, QC
- Full-time
Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
Added 18 mins ago
SW
ScotiaMcLeod Administrative Associate, Laval
Scotia Wealth Management
Laval, QC
- Full-time
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
Added 18 mins ago
CS
Inside Sales Representative
Certified Sales and Rentals
Saskatoon, SK
- Full-time
Certified Sales & Rentals is growing, and we're on the lookout for a passionate, detail driven Inside Sales Representative, whose primary responsibilities are processing order desk sales,…
Added 18 mins ago
ZR
Concierge
Zen Residential Ltd.
AB · Edmonton, AB
- Full-time
Key Responsibilities: Resident and Guest Services
Added 34 mins 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 34 mins ago
H
Nurse B - Public Health Nurse
HealthCareersInSask.ca
Lloydminster, SK
- Full-time
Job Description: Public health nursing provides services that include postnatal care; childhood, school, and adult immunizations; client and staff education/orientation; influenza…
Added 34 mins ago
H
Continuing Care Assistant
HealthCareersInSask.ca
Yorkton, SK
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 34 mins ago
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Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Melville, SK
- Part-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 34 mins ago
Continuing Care Assistant
HealthCareersInSask.ca
Ituna, SK
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 49 mins ago
DC
Coordinator, Construction Services (Electrical)
Defence Construction Canada
Happy Valley-Goose Bay, NL
- Full-time
The Coordinator, Construction Services, manages and administers medium-complexity construction, professional services and service contracts during construction to ensure compliance with…
Added 49 mins ago
CC
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…
Added 49 mins ago
R
Outside Sales Rep - ICI Division (Calgary)
RONA
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…
Added 49 mins ago
CC
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,…
Added 49 mins ago
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Registration Clerk
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
Department: Registration and Information Services
Added 49 mins ago
H
Continuing Care Assistant
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 49 mins ago
H
Workforce Planning & Employment Strategies Specialist
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…the design, delivery, and implementation of human resource services and strategies to improve operations, achieve goals, and resolve issues. The Specialist provides human resources…
Added 49 mins ago
H
Manager, Acute Care Therapies
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
Job Description: The Primary Health Care Manager provides operational leadership for inpatient Therapies services, ensuring the effective and timely delivery of safe, high-quality patient…
Added 49 mins ago
H
Continuing Care Assistant
HealthCareersInSask.ca
Yorkton, SK
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 49 mins ago
H
Nurse B - Medical Teaching Nursing Coordinator
HealthCareersInSask.ca
Regina, SK
- Full-time
Basic Cardiac Life Support Certificate (BCLS)
Added 49 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
…direction in establishing innovative practices and programs in support of strategic priorities and operational requirements to meet the School s mandate of teaching, research and service.…
Added 49 mins ago
W
Representative - Inside Sales
Wesco
London, ON
- Full-time
As a Representative - Inside Sales, you will interact with existing customers, to increase sales of the Company's products and/or services. You will obtain, create, and up-sell orders,…

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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