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Added 13 mins ago
D
Senior Manager, Technology Procurement
Deloitte
Toronto, ON
- Full-time
…technical and commercial requirements, providing structured financial comparisons and other necessary analyses to arrive at optimal…
Added 13 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
…administration and school operations including human resources, financial planning, resources allocation, space management, capital projects, health and safety, strategic plan…
Added 13 mins ago
S
Financial Advisor - Willowbrook Park, Langley BC
Scotiabank
Langley (District), BC · City of Langley, BC
- Full-time
Added 13 mins ago
GO
Land Registration Officer
Government of Nova Scotia
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
The following would be viewed as assets: experience handling financial transactions, accounting for payments and balancing day end transactions; related experience preparing and viewing…
Added 13 mins ago
NG
Finance Manager
New Gold Inc.
Emo, ON
- Full-time
The Manager, Finance is a key member of the mine site leadership team responsible for the accounting, financial reporting, budgeting and forecasting, Life of Mine preparation, site payroll,…
Added 13 mins ago
MS
Executive Assistant
Marberg Staffing
Toronto, ON
- $40 to $55 CAD / hour
- Temporary
Preferred Sector Experience: Experience from venture capital, private equity, or similar entreprenerial / start up financial services environment preferred.
Added 13 mins ago
TC
Director, Portfolio
Travelers Capital Corp.
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
Added 13 mins ago
RD
Investment Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 13 mins ago
OI
Client Operations Specialist
Orbis Investments
Burnaby, BC
- Full-time
Prior experience in financial services is not mandatory; however, a keen interest in the investment industry is an asset
Added 13 mins ago
RH
Tax Advisory/Planning/Reorganizations Manager - Public Practice
Robert Half
Calgary, AB
- Full-time
Lead the design and execution of tax planning strategies tailored to the individual financial situations of our private clients.
Added 13 mins ago
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Client Advisor - Brampton (Bilingual: Arabic, Tagalog)
RBC
Brampton, ON
- Full-time
Experience in the financial or service industry
Added 13 mins ago
RD
Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 13 mins ago
RD
Associate
RBC Dominion Securities
BC · West Vancouver, BC
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 13 mins ago
RI
AI & Cloud Resiliency Architect
Raas Infotek
Toronto, ON · Scarborough, ON
- Contract
Experience working within banking, financial services, or other highly regulated industries.
Added 13 mins ago
J
Accountant
JGL
Moose Jaw, SK
- Full-time
We are seeking a detail-oriented and dependable Accountant to join the JGL team. This role is ideal for an accounting professional with intermediate-level experience who enjoys a mix of…
Added 13 mins ago
CS
Manager, Supply Chain Operations and Analytics
Canadian Standards Association
Toronto, ON
- $100,890 to $132,416 CAD / year
- Full-time
Prepare ad hoc analyses, business cases, financial models, and recommendations to support procurement and operational decision-making.
Added 13 mins ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Toronto, ON
- Full-time
A world-class training program in financial services
Added 13 mins ago
K
Solutions Architect
Kelly
Toronto, ON
- Contract
…interactive business applications on Microsoft Azure. The focus is on financial data applications supporting reporting, data adjustments, scenario modelling and analytical workflows - not…
Added 13 mins ago
BF
Loan Operations Specialist
BridgePoint Financial
Toronto, ON
- Contract
BridgePoint Financial has been a leader in Canada’s legal finance market since 2005, delivering innovative, value-added funding solutions with an unwavering commitment to client service.…
Added 13 mins ago
VB
Senior Financial Analyst (16 Month Contract)
Vaco by Highspring
Toronto, ON
- Full-time
· Prepare financial analyses and reports related to employee costs, headcount and hiring.
Added 13 mins ago
L
Accounting Technician
LawZero
Montreal, QC
- Full-time
As an Accounting Technician, you will help oversee LawZero’s financial and accounting operations. LawZero is a non-profit organization funded through two main sources: donations from…
Added 13 mins ago
D
Senior SDET / Quality Engineering Lead/Architect
Droisys
Brampton, ON
- Contract
Build data validation frameworks for complex financial data pipelines across SQL and NoSQL stores.
Added 13 mins ago
RH
Risk and Audit Manager
Robert Half
Guelph, ON
- Full-time
Leading reviews across operational, financial, technology, cybersecurity, procurement, and compliance functions
Added 13 mins ago
CL
Licensed Customs Broker
Charger Logistics Inc.
Brampton, ON
- Full-time
Added 13 mins ago
FC
Supervisor, Group Life and Disability Claims - Alberta
First Canadian Financial Group
Sherwood Park, AB
- Full-time

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

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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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