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Senior Advisor, Full-Scope Cross-Sector Intrusion Testing
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
The Attack Simulation Offensive Security Department is looking for a senior advisor to join the full-scope Cross-Sector Intrusion Testing Team. This team simulates scenarios involving…
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Financial Advisor CIRO-ID
CIBC
London, ON
- Full-time
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Client Services Assistant
BMO
Newmarket, ON
- Full-time
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SENIOR BUSINESS ADVISOR - TECHNOLOGY AND OPERATIONS
BDC
Montreal, QC
- Full-time
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Human Resources Advisor
Domtar Products
Skookumchuck, BC
The location in Skookumchuck, British Columbia, Canada, is seeking talent to fill the position of Human Resources Advisor. This job is full-time permanent.
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Financial Advisor - Bloorcourt Village (37.5 hours/week)
Scotiabank
Toronto, ON
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Senior Legal Counsel, Compliance (Temporary position – 18 to 24 months)
Intact FC
Toronto, ON · Montreal, QC
- Full-time
Act as a strategic advisor and collaborate closely with stakeholders across Canadian lines of business, including Claims, Underwriting, Brokers, Cyber and Technology, and Risk Management.
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Bilingual Talent Acquisition Advisor (12 Month Contract)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC
As a Bilingual Talent Acquisition Advisor, you’ll manage a high-volume portfolio and work closely with hiring leaders to attract, engage and hire great talent. From developing recruitment…
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Senior Advisor, IT Financial Management - EN 956
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $96,557 to $128,743 CAD / year
- Full-time
- Remote
Position: Senior Advisor, IT Financial Management
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District Sales Representative
Gordon Food Service
Ajax, ON · Ottawa, ON
- Full-time
Consultative Sales: Serve as a food service advisor, providing system design guidance and GFS value-added solutions.
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Senior Customer Success Manager
Esri Canada
Vancouver, BC
- $102,600 to $128,200 CAD / year
- Full-time
Serve as a senior trusted advisor, advising customers on enterprise‑level GIS and location intelligence strategies to drive measurable value, ROI, and organizational outcomes.
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Senior Regional Business Administration Manager
Wellington-Altus
Toronto, ON
- Full-time
Partner with the Transitions team to support the transition of new Investment Advisor teams, specifically working with team assistants and administrative staff.
Added 15 mins ago
WHS Specialist
Amazon
Hamilton, ON
Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
Added 15 mins ago
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H&M Sales Advisor
H&M Group
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 30 mins ago
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Tire Technician (Passenger Light Truck)
Tirecraft
Cambridge, ON
- $19 to $23 CAD / hour
- Full-time
Interact with Service Advisor Associates to obtain work orders and customer service specific requirements.
Added 30 mins ago
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Tire Technician (Passenger Light Truck)
Tirecraft
Waterloo, ON
- $19 to $23 CAD / hour
- Full-time
Interact with Service Advisor Associates to obtain work orders and customer service specific requirements.
Added 31 mins ago
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Senior Advisor, IT Financial Management - EN 956
Export Development Canada | Exportation et développement Canada
Ottawa, ON
- $96,557 to $128,743 CAD / year
- Full-time
Position: Senior Advisor, IT Financial Management
Added 31 mins ago
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H&M Sales Advisor
H&M
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 45 mins ago
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Senior Account Manager
Encircle
Kitchener, ON
- Full-time
renewal and expansion across them, and act as a trusted advisor to customer leadership. You will partner
Added 45 mins ago
Beauty Advisor (Freelance/On-Call) - Jo Malone London - PT Seasonal - Pacific Centre, Vancouver, BC
ELC Beauty LLC
Vancouver, BC
Added 45 mins ago
Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - PT Seasonal - Metropolis - Burnaby BC
ELC Beauty LLC
Burnaby, BC
Added 45 mins ago
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Talent Acquisition Specialist, Ontario Wood Products
Domtar Products
Thunder Bay, ON
- $65,000 to $78,000 CAD / year
Reporting to the Regional Human Resources team, you will serve as a trusted recruitment advisor and talent acquisition expert, helping our operations build strong, capable, and engaged…
Added 45 mins ago
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Marketing Advisor, Brand
Air Canada
Toronto, ON · Dorval, QC
- Full-time
Air Canada is seeking a Marketing Advisor, Brand to support the planning, coordination and execution of brand marketing programs and initiatives.
Added 45 mins ago
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Marketing Advisor, Sponsorships and Activations
Air Canada
Toronto, ON · Dorval, QC
- Full-time
Air Canada is seeking a Marketing Advisor, Sponsorships & Activations to support the planning, coordination and execution of sponsorship marketing programs, activations, hospitality…
Added 45 mins ago
Financial Advisor - King & University, Toronto
Scotiabank
Toronto, ON

Desjardins

Wealth Management Advisor

Marieville, QC, Canada
Saint-Césaire, QC, Canada
Caisse Desjardins de Rouville, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Oct 28, 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

2026-11-27

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More about this job

Responsibilities

The wealth management advisor develops and maintains trusting relationships with clients to provide tailored financial advice and investment strategies. They collaborate with partners to design integrated solutions while balancing client satisfaction, business objectives, 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 advisory
Relationship management
Investment strategy
Risk management
Customer service
Interpersonal savvy
Market analysis
Financial planning
Sales
Communication
Problem solving
Strategic planning
Business development
Portfolio management

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 Services
Investment
Loans
Insurance
Mutual Fund Representative
Risk Management
Client Relations
Financial Planning
Market Trends
Strategy Development
Business Owners
Portfolio Management
Financial Advice
Customer Focus
Hybrid Work
Pension Plan
Telemedicine
Equity
Diversity
Inclusion

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