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Added 8 mins ago
S
Business Development Representative - SMB
Solink
Ottawa, ON
- $68,500 to $85,000 CAD / year
- Full-time
As a Business Development Representative (BDR) at Solink, you will play a crucial role in driving the growth of our business by identifying and generating new business opportunities. Your…
Added 8 mins ago
KS
Retail Sales Consultant
Kognitive Sales Solutions
Surrey, BC
- Full-time
…create excitement and connections with consumers in-store. As a Field Marketing Representative, you will be educating clients and offering President’s Choice Financial Products on behalf of…
Added 38 mins ago
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Senior Architectural Contract Construction Administrator
DIALOG
Prince George, BC
- Full-time
Serve as a senior architectural representative within the integrated Alliance project team.
Added 38 mins ago
YL
Customer Experience Representative
Young Living Essential Oils
Calgary, AB
- Full-time
The Customer Experience Representative serves as the first point of contact for customers and Brand Partners, ensuring a seamless, welcoming, and knowledgeable experience across all…
Added 53 mins ago
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Medical Advisor Neuroscience
Ipsen
Mississauga, ON
- Full-time
…providing, and building, medical insights that will be used to support cross-functional groups. The Medical Advisor will be the lead medical representative on brand teams. Expertise will be…
Added 53 mins ago
LH
2600002605 - Residential Secondary - PT Counsellor
Lakeridge Health
ON · Durham, ON
- Internship
Provide support to residents within our Housing Program.
Added 1 hour ago
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Dietitian Degree
HealthCareersInSask.ca
Moosomin, SK
- Full-time
…evidence-based care plans, counseling, direction on nutrition support, and other needed nutrition interventions for patients/residents/clients. The Dietitian-Degree will work…
Added 1 hour ago
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Physician Assistant Degree
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Clinical experience working as a PA in a related clinical field, is an asset
Added 1 hour ago
GP
Sales Development Rep
Genuine Parts Company
Edmonton, AB · UAPINC
- Full-time
The Sales Development Representative role professionally represents Motion Industries
Added 1 hour ago
Manager, Information and Dispute Resolution (Designated)
The Government of Nova Scotia
Halifax, NS
…demands, sound decision-making, and people leadership will help support fair, timely, and consistent services for employers and…
Added 1 hour ago
Information Processing Tech. (Information Processing Technician 4)
The Government of Nova Scotia
Halifax, NS
…of Crown land ownership records, administer and provide user support for the department’s electronic document management system, and provide Crown land information to internal and external…
Added 1 hour ago
LP
Senior Administrator & Yardi Operations (Condominium)
Larlyn Property Management Ltd.
London, ON
- Full-time
Post-secondary degree or diploma in Business, Accounting, Property Management, or a related field.
Added 1 hour ago
Sessional Lecturer - CHI311H5S Classical Chinese Literature
University of Toronto
Mississauga, ON
This course will examine representative genres of traditional Chinese literature - poetry, prose, fiction, and drama - with an emphasis on language structure, style, and the influence on…
Added 1 hour ago
Customer Service Representative
Price Industries Limited
Winnipeg, MB
Manulife Mental Health and Counselling Services - Access confidential mental health and wellness support through the Manulife app, with convenient options to book counselling,…
Added 1 hour ago
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Inside Sales Representative
0229f850-4aff-4275-beb3-9bf6c8fb1f1c
Ajax, ON · Mississauga, ON
- Full-time
Proactive and results-driven Inside Sales Representative to focus on renewing service contracts and maintaining strong relationships with existing customers. In this role, you will be…
Added 2 hours ago
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Customer Service Representative
BMO
Corner Brook, NL
- Part-time
No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
Added 2 hours ago
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Customer Service Representative
BMO
North Vancouver, BC
- Part-time
No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
Added 2 hours ago
SS
Sales Representative
Simple Staffing
Remote, Canada
- $70,000 to $1,000,000 USD / year
- Full-time
- Remote
Drive and support the sale of Bell's TV, Internet, Home Phone and Smart Home residential product suite by being a brand ambassador visiting residential customers face to face through…
Added 2 hours ago
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Director, Construction
Extendicare
Markham, ON · Extendicare (Canada) Inc (Steeles Ave.)
- Full-time
…Construction with the ability to work in a fast-paced environment to support the construction program of our Long-Term Care redevelopment projects. The Director is accountable for the…
Added 2 hours ago
Employment Consultant - Integrated Employment Services (Newmarket)
ACCES Employment
Newmarket, ON
Advocate on behalf of clients whenever necessary, including support in areas of employment, skills training, social assistance, and equitable access to services.
Added 2 hours ago
RP
Temporary Customer Service Representative (Weekends) - Maple Leaf Square
Reimagined Parking
Toronto, ON
- $19.92 CAD / hour
- Contract
The Customer Service Representative (CSR) is responsible for delivering exceptional service to monthly parking customers, transient guests, and internal stakeholders. This role handles…
Added 3 hours ago
SL
Wealth Sales Representative
Sun Life
Calgary, AB
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 3 hours ago
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HR Business Partner
Stantec
Calgary, AB
- Full-time
…with business leaders to develop and implement strategies that support people and organizational needs in addition to facilitating the deployment of our HR Strategic Plan. Every day you…
Added 3 hours ago
Service Sales Representative - First Aid and Safety
Cintas
Mississauga, ON
Cintas is seeking a Service Sales Representative - First Aid and Safety to sell and service customers in a manner which exceeds their expectations. Responsibilities include developing and…
Added 3 hours ago
W
Associate (National Advisory Desk)
Wellington-Altus
Toronto, ON
- Full-time
Create each transition client list and send it to Doc Support, confirming accuracy and completeness before submission.

Desjardins

Wealth Management Advisor

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

Full-time

Apply About employer

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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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