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Added 3 mins ago
SH
Healthcare Assistant
Siksika Health Services
AB
- Part-time
The HCA will be mentored, directed and supervised by LPNs and RNs, and report to the SHS SEL Team Leader for administration matters, and by the SHS Nursing Advisor for nursing matters.
Added 3 mins ago
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Talent Acquisition Advisor
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…
Added 3 mins ago
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Associate Investment Advisor
Groom & Associés / Associates
Dorval, QC
- Full-time
Added 18 mins ago
RB
Client Advisor
Royal Bank of Canada
Halifax, NS
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 18 mins ago
AY
Global Operations Coordinator
Avison Young Canada
Toronto, ON
- Full-time
…economic, social and environmental value as a global real estate advisor, powered by people.We care about each other and we have each other’s backs. This makes Avison Young a great place to…
Added 18 mins ago
SI
Senior Pega Enterprise Architect – Wealth Management
Spruce InfoTech Inc.
Toronto, ON
- Contract
…processes and be able to translate business requirements across client, advisor, operational, and technology teams into robust Pega-based…
Added 19 mins ago
AC
Director, Pricing & Market Access
Arctava Canada Inc
Canada
- Full-time
Serve as a trusted senior advisor and primary client contact for market access engagements, managing relationships with VP/C-suite level client stakeholders.
Added 19 mins ago
GM
Strategic Advisor
Galactic Minds INC
Vancouver, BC
- Full-time
We are seeking an industry-veteran Principal Strategic Advisor to serve as the executive-level liaison for our premier athleisure retail client. This role is highly strategic, designed for…
Added 19 mins ago
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System Configuration Specialist / Spécialiste en configuration de systèmes (CS003)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the Regional Installation Manager, the System Configuration Specialist plays a key role in supporting Our Client's operations by configuring, troubleshooting, and maintaining…
Added 33 mins ago
Curo - Bilingual Property & Casualty Claims Express Advisor
OTIP Group of Companies (OTIP, Orbit, Curo)
Edmonton, AB · Waterloo, ON
The Bilingual Property and Casualty Claims Express Advisor is responsible for serving the members and assisting claims team through investigation and settlement of minor auto and property…
Added 34 mins ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grande Prairie, AB
As a Senior Insurance Advisor, you promote and educate clients on a wide range of insurance products, take ownership of client relationships, and help us grow our presence and profile in…
Added 34 mins ago
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Senior Credit Officer
BMO
Montreal, QC · HO
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 34 mins ago
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Senior Customer Engineer, Digital Native - Vancouver BC
Cloudflare
BC · British Columbia, Canada
- Full-time
The Customer Engineer (CE) is the core driver of our technical go-to-market strategy: a trusted technical advisor and primary architect of the customer journey. You will bridge the gap…
Added 34 mins ago
AI
Snowflake ETL/ELT Developer
Apptoza Inc.
Calgary, AB
- Contract
We are looking for a Senior ETL developer with Snowflake experience to serve as a technical leader and trusted advisor for business/stakeholders. This role is not just about building data…
Added 34 mins ago
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Human Resources Generalist
Akkodis
Calgary, AB
- Full-time
Our Calgary-based client is seeking an experienced Human Resources Generalist to join its growing HR team in Calgary.
Added 34 mins ago
AY
Global Operations Coordinator
Avison Young | Canada
Toronto, ON
- Full-time
…economic, social and environmental value as a global real estate advisor, powered by…
Added 34 mins ago
RW
Senior Associate Advisor
RBC Wealth Management
Toronto, ON
- Full-time
…families with family office-level needs. We act as primary advisor and chief investment officer for our clients, and we coordinate the tax, legal and corporate finance specialists around…
Added 34 mins ago
AY
Analyste à la conformité / Compliance Analyst
Avison Young | Canada
Montreal, QC
- Full-time
…economic, social and environmental value as a global real estate advisor, powered by…
Added 48 mins ago
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Client Advisor
RBC
Halifax, NS
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 48 mins ago
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Technology Strategy & Transformation Consultant
Accenture
Ottawa, ON · Toronto, ON
- Full-time
Establish strong working relationships with primary client contacts early in the project, beginning to be viewed as a trusted advisor to the client
Added 48 mins ago
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193-26-3 Land Based Helper
Six Nations
Ohsweken, ON
- Full-time
Added 48 mins ago
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PIA Client Service Associate (12M STA)
TD
Whitby, ON
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 48 mins ago
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Advisor, Product Administration
Desjardins
Montreal, QC
- Full-time
As a product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You advise and assist…
Added 48 mins ago
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Associate Financial Advisor
CIBC
Summerside, PE
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 48 mins ago
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Investment Advisor
CIBC
Calgary, AB
- Full-time
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and…

Desjardins

Wealth Management Advisor

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

Full-time

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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

Apply About employer

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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