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Added 5 mins ago
LD
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- Full-time
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EG
Area Vice President - West
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- Full-time
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TA
Customer Service Representative (Saskatoon) Part-Time
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Saskatoon, SK
- Part-time
As a Customer Service Representative you will be the first point of contact, creating a positive and lasting impress
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Customer Service Representative - Data Entry (6 Month Contract)
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Customer Service Representative - Data Entry (6 Month Contract)
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Customer Service Agent -Full-Time-Burlington
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- Full-time
Provides excellent customer service during the delivery all Driver Examination Services.
Added 5 mins ago
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Unit Clerk
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Sales Merchandiser - Part Time
Merchandising Consultants Associates
Edmonton, AB · South Edmonton, AB
- $16 to $17 CAD / hour
- Part-time
- Contract
…with Canada and the USA’s top brands, delivering exceptional service that blends agility, experience, and a people-first mindset. Our mission is to provide executional excellence and agile…
Added 5 mins ago
TA
Customer Service Representative (Saskatoon) Part-Time
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Saskatoon, SK
- Part-time
As a Customer Service Representative you will be the first point of contact, creating a positive and lasting impress
Added 5 mins ago
LA
Automotive Parts Representative
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Canada
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Financial Services Representative - North Vancouver (8-Month Contract)
Vancity
North Vancouver, BC
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Claims Advisor Property
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- Full-time
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Sales & Service Representative
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- Full-time
…solutions delivered through innovative technology and deep customer expertise. Known for its commitment to service and purpose-driven culture, the Company reported 2025 revenue of…
Added 34 mins ago
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National Key Account Manager
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Added 50 mins ago
CH
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Indigenous Student Ambassador
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Customer Service Representative
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- Full-time
Service New Brunswick is seeking an individual to join the Sussex team as a Customer Service Representative.
Added 50 mins ago
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Customer Service Representative -Speedy Glass
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Calgary, AB · Speedy - Calgary Franklin Park
- Full-time
Added 1 hour ago
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Financial Services Representative - North Vancouver (8-Month Contract)
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- Full-time
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IT Governance and Reporting Specialist
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Vancouver, BC · Greater Vancouver, BC
- $84,480 to $126,720 CAD / year
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Desjardins

Wealth Management Advisor

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

Full-time

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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

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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