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Financial Advisor - Willowbrook Park, Langley BC
Scotiabank
Langley (District), BC · City of Langley, BC
- Full-time
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal…
Added 1 min ago
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Export Advisor – Lower Mainland
Export Navigator
Vancouver, BC
- Full-time
The program is funded by the Government of British Columbia in partnership with Pacific Economic Development Canada (PacifiCan) and delivered through Community Futures BC.
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RD
Assistant Branch Operations Manager
RBC Dominion Securities
Toronto, ON
- Full-time
…their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing operational and administrative support to the Branch Management Team and Advisor…
Added 1 min ago
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Senior Manager, Operational Risk / IT Risk and Compliance
RBC
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 16 mins ago
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Senior Advisor, Management information
Desjardins
Aurora, ON · Mississauga, ON · Levis, QC · Montreal, QC
- Full-time
As a senior management information advisor, you help extract data and produce reports and indicators for the organization by developing and administering information systems. You analyze…
Added 16 mins ago
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Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 16 mins ago
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Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
As part of the Clinical Services department, this position will also serve as a clinical advisor to the organization and provide leadership to ESC to ensure innovation amongst a competitive…
Added 31 mins ago
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Senior Account Manager
SoTalent
Toronto, ON
- Full-time
We are looking for a Key Account Manager to lead the development and execution of strategic business plans for major retail and commercial accounts. In this role, you will be responsible…
Added 31 mins ago
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Sales Advisor
Sienna Senior Living
Whitby, ON
- Full-time
…community, and caring to life. In this capacity, the Sales Advisor plays a critical role in promoting and maintaining the occupancy of the retirement home by building relationships with…
Added 31 mins ago
Financial Advisor - future opportunity, Humboldt, SK
Scotiabank
Humboldt, SK
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal…
Added 31 mins ago
Financial Advisor - future opportunity, Winnipeg area
Scotiabank
Winnipeg, MB
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal…
Added 31 mins ago
Benefits Advisor
Pembina Pipeline Corporation
Calgary, AB
Pembina Pipeline Corporation’s Calgary office is looking for a Benefits Advisor to join our Human Resources team. Reporting to the Total Rewards Supervisor, this role offers an opportunity…
Added 31 mins ago
Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC
…sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business…
Added 31 mins ago
Senior Policy Advisor
Government of Alberta
AB
This position provides support to the Strategic Policy branch and unit in the development of forward-looking strategic policy, system planning and legislation impacting the transportation…
Added 31 mins ago
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Services Lead, Stores - Full Time
Sephora
Vancouver, BC
- $22.85 to $28.55 CAD / hour
- Full-time
…opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 46 mins ago
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Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
…leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who…
Added 46 mins ago
OC
Agent de liaison médicale, Néphrologie / Medical Science Liaison, Nephrology
Otsuka Canada Pharmaceutical Inc.
Canada
- Full-time
Added 46 mins ago
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National Senior Manager, Enterprise Employee Relations
Hays
Mississauga, ON
- $134,000 to $176,000 CAD / year
- Full-time
This is an excellent opportunity for a senior Employee Relations professional who enjoys acting as a trusted advisor to leaders, navigating complex workplace matters, and developing…
Added 46 mins ago
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Financial Advisor Intern
Royal Bank of Canada
BC · RICHMOND, British Columbia
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 46 mins ago
RB
Director, Real Estate
Royal Bank of Canada
Vancouver, BC
- Full-time
As a Director with the Real Estate team, you will be responsible for business development and management of a portfolio of commercial real estate clients, with a primary focus on providing…
Added 46 mins ago
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Account Manager - Chemical Water Treatment Solutions
Veolia Environnement SA
Toronto, ON
- Full-time
…Focus, and Respect. You'll have opportunities for comprehensive leadership development, career advancement, and the chance to make a meaningful impact on sustainability and environmental…
Added 1 hour ago
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Associate, Advisory (Toronto)
ClearBlue Markets
Toronto, ON
- Full-time
Real operational ownership of enterprise accounts at the award-winning advisor in carbon markets - voted Best Advisory by Environmental Finance multiple years running
Added 1 hour ago
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Senior Delivery Consultant
Diligent
Vancouver, BC
- Full-time
Support senior leadership with business development initiatives when needed.
Added 1 hour ago
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Evidence Delivery Associate/Manager, Medical Evidence Canada
Brunel
Mississauga, ON
- Full-time
…stakeholders include but not limited to Medical Affairs (e.g., Medical Advisor), Drug Supply, Regulatory, Patient Safety, Legal, Finance, and ESR Governance and Operations. This role…
Added 1 hour ago
HV
Controller
Hockley Valley Resort
Mono, ON
- Full-time
Serve as a trusted financial advisor to the General Manager and Executive Committee, providing timely, accurate, and actionable financial insights.

Desjardins

Wealth Management Advisor

Disraeli, QC, Canada
Caisse Desjardins du Carrefour des lacs, 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

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More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and investment strategies. Additionally, you will collaborate with experts to design integrated financial solutions while ensuring satisfaction and prudent risk management.

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 advice
Relationship management
Investment strategy
Risk management
Customer service
Interpersonal savvy
Market trends analysis
Financial services
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 Advisor
Investments
Loans
Insurance
Mutual Fund Representative
Financial Services
Risk Management
Client Relations
Strategic Planning
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Customer Focus
Business Development

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