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Added 2 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 2 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 2 mins ago
TU
Traffic Control Person (TCP)
The Universal Group
Saanichton, BC
- Full-time
…and hazards. You will also play a critical role in upholding quality, delivery, safety, and responsiveness requirements, ensuring that the company's operations run smoothly and without…
Added 17 mins ago
BG
Technicien·ne d’équipement lourd | Service Technician - Shop
Brandt Group of Companies
Lac-des-Écorces, QC
- Full-time
Use computer applications and information systems (i.e. John Deere Service Advisor) to document maintenance, inspection, and diagnosis
Added 17 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 32 mins ago
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Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
In this role, you will actively cultivate strategic partnerships, positioning our organization as a trusted advisor and partner and you will put the clients' needs at the forefront and seek…
Added 32 mins ago
OC
Agent de liaison médicale, Néphrologie / Medical Science Liaison, Nephrology
Otsuka Canada Pharmaceutical Inc.
Canada
- Full-time
Added 32 mins ago
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Account Director
Citylitics Inc.
Toronto, ON
- Full-time
Infrastructure includes the foundational systems that shape our quality of life: water, transportation, transit, roads and highways, broadband, and power. It represents a…
Added 32 mins ago
RB
Director, Real Estate
Royal Bank of Canada
Vancouver, BC
- Full-time
…syndicated facilities. You will act as a trusted strategic advisor, connecting clients with other RBC partners to meet their diverse commercial and personal financial needs. While credit…
Added 32 mins ago
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Account Manager - Chemical Water Treatment Solutions
Veolia Environnement SA
Toronto, ON
- Full-time
…world’s most complex challenges related to water scarcity, quality, productivity, and energy. Together, we pursue a shared mission to create a more sustainable…
Added 32 mins ago
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H&M Sales Advisor
H&M Group
West Vancouver, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 47 mins ago
CM
Associate, Advisory (Toronto)
ClearBlue Markets
Toronto, ON
- Full-time
…relationship at working and management level, and delivering high quality strategic consulting day in and day…
Added 47 mins ago
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Senior Delivery Consultant
Diligent
Vancouver, BC
- Full-time
…product enablement lifecycle. This role serves as a trusted advisor to customers, helping drive successful adoption of Diligent solutions while reducing implementation risk through best…
Added 47 mins 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 47 mins ago
VC
Director, Project Accounting
Valard Construction
AB · Edmonton, AB
- Full-time
Set quality standards for percentage-of-completion accounting and approve significant estimate-at-completion adjustments
Added 1 hour ago
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Data & AI Transformation Director
PwC
Toronto, ON
- Full-time
Own program outcomes including scope, budget, governance, risk management, quality, and delivery success.
Added 1 hour ago
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Manager, Valuations
MNP
Winnipeg, MB
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
Added 1 hour ago
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Advisor, Procurement and purchasing
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a purchasing and procurement advisor, you help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services. Your responsibilities…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
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…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Longueuil, QC
- Full-time
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…
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
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Strategic Partnership Manager
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Function as a trusted advisor, ensuring alignment with all Procurement policies, sourcing best practices, and enterprise standards related to contracting.
Added 1 hour ago
WORKFORCE CONSULTANT
City of Toronto
Toronto, ON
Reporting to the Advisor Strategic Workforce Development, as a Workforce Consultant you will coordinate a wide range of workforce and organizational development initiatives, solutions,…
Added 1 hour ago
CW
Senior Workplace Design Specialist
CTI Working Environments Inc.
Mississauga, ON
- Full-time
…clients, you will support successful project delivery through high-quality drawings, technical documentation, and responsive…
Added 1 hour ago
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H&M Sales Advisor
H&M
BC · West Vancouver, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…

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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