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Added 19 mins ago
MC
Bilingual Donor Care Representative (12-month contract)
Make-A-Wish Canada
Calgary, AB
- Full-time
Do you want to be part of an organization that is child-focused, values employee experience and is an inspiring workplace? If so, Make-A-Wish Canada is for you!
Added 19 mins ago
H
Manager - Post Anesthesic Recovery
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…to enable an innovative and positive working climate and a client‐centric culture. The Manager must work cross functionally within the portfolio and across the organization to support…
Added 19 mins ago
H
My Connection Specialist
HealthCareersInSask.ca
Regina, SK
- Full-time
…all human resource customers and ensuring a positive employee experience. The Specialist provides technical and strategic advice to all levels of management on issues such as human…
Added 19 mins ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Nipawin, SK
- Part-time
Job Description: The Registered Nurse is accountable for the provision of safe client care. They provide direct client care activities including assessment, planning, implementation, and…
Added 19 mins ago
C
Financial Services Representative
CIBC
Courtenay, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 hour ago
WB
office equipment sales representative - wholesale (non-technical)
Wilson's Business Solutions
Dryden, ON
- Full-time
Added 2 hours ago
BB
Service Billing
Bosch Building Technologies North America
Toronto, ON
- Full-time
Experience working with service technicians, Client Service Representatives, or operational leadership
Added 2 hours ago
HE
Customer Sales Representative
Hype Events
Toronto, ON
- Full-time
We’re looking for a Customer Sales Representative who enjoys meeting people, understanding their needs, and turning conversations into sales.
Added 2 hours ago
D
Senior Advisor, Business development and sales support
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC
- Full-time
…services through multiple distribution channels based on member/client needs and current strategies and practices. You lead clients and practitioners on sales and service development…
Added 2 hours ago
G
Senior Surety Representative
Gallagher
Victoria, BC
- Full-time
We are seeking an accomplished Senior Surety Representative to join our Victoria Surety team. This senior-level opportunity is ideal for an experienced surety professional who brings strong…
Added 3 hours ago
V
Commission Sales Representative (Simcoe County)
VettaTech
Barrie, ON
- Contract
…mid-sized businesses, and we’re looking for an independent sales representative to grow our client base across Simcoe…
Added 4 hours ago
MS
Business Development Representative - Grain
McGill St Laurent
Montreal, QC
- Full-time
Une expérience en vente B2B, développement des affaires, agriculture, logistique, distribution ou en environnement à commission est un atout
Added 4 hours ago
T
Developing Investment Advisor
TD
London, ON
- Full-time
3+ years of experience working directly in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment
Added 4 hours ago
CH
Sales Support Coord
CBRE HV
Saskatoon, SK
- Full-time
Compiles property data for clients, such as tenant surveys, summary reports, maps, status updates and presentations for listing or tenant representative assignments.
Added 4 hours ago
CW
Business Development Representative (BDR)
Canadian Wood Products
Montreal, QC
- Full-time
As a Business Development Representative, you are the engine of our growth. Your mission is to open doors: identify and approach new suppliers and buyers, qualify opportunities, and turn…
Added 5 hours ago
A
Client Service Representative - Strathmore (12 Month Term)
ATB
Strathmore, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 5 hours ago
NS
Psychologist PhD - Forensic Sexual Behaviour Program - Mental Health & Addictions
Nova Scotia Health Authority
Dartmouth, NS
- Volunteer
Minimum of two years related clinical experience with experience in a forensic setting, particularly with sexual offenders, preferred
Added 5 hours ago
WI
HSE Site Representative
WSP in Canada
MB · Manitoba, Canada
- Full-time
Support compliance with applicable health and safety legislation, regulations, codes and standards, along with WSP and client-specific requirements.
Added 5 hours ago
BW
Client Care Coordinator, Reproductive Mental Health - BC Women’s Hospital & Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Full-time
Client Care Coordinator, Reproductive Mental Health
Added 5 hours ago
T
Developing Investment Advisor (Vancouver Island)
TD
Victoria, BC
- Full-time
3+ years of experience working directly in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment
Added 5 hours ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Guelph, ON
- Full-time
…the hunt for a motivated and enthusiastic Automotive Sales Representative. You can join a dealership that has been consistently named one of the Best Dealership to Work…
Added 5 hours ago
PA
Automotive Sales & Finance Consultant
Pfaff Automotive Partners Inc.
Mississauga, ON
- Full-time
Turn your passion for luxury vehicles, sales, and customer experience into a rewarding career with Pfaff BMW Mississauga.
Added 6 hours ago
PT
Service Billing
Paladin Technologies
Toronto, ON
- Full-time
Experience working with service technicians, Client Service Representatives, or operational leadership
Added 6 hours ago
B
Cleaner
BGIS
Barrhead, AB
- Part-time
…on quality control, health and safety & striving to exceed client…
Added 6 hours ago
O
NA Sales Representative, Commercial EXA & Hardware Sales Specialist
Oracle
Canada
- Full-time
Nurture client relationships by building trust, partnership and an emotional connection to the Oracle brand and team

Desjardins

Wealth Management Advisor

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