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Added 3 mins ago
RB
Client Advisor
Royal Bank of Canada
Halifax, NS
- Part-time
Added 3 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 3 mins ago
AI
Customer Relationship Management Business Analyst
Avanciers Inc.
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
Functional CRM Salesforce advisor role (business analysis)
Added 3 mins ago
SI
Senior Pega Enterprise Architect – Wealth Management
Spruce InfoTech Inc.
Toronto, ON
- Contract
…and be able to translate business requirements across client, advisor, operational, and technology teams into robust Pega-based…
Added 3 mins ago
GM
Strategic Advisor
Galactic Minds INC
Vancouver, BC
- Full-time
Job Description: Principal Strategic Advisor – Retail & Athleisure Planning
Added 18 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 18 mins ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grande Prairie, AB
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 18 mins ago
B
Senior Credit Officer
BMO
Montreal, QC · HO
- Full-time
Provides strategic input into business decisions as a trusted advisor.
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…
Added 18 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 18 mins ago
VC
Automotive Sales Consultant
Volvo Cars Lakeridge
Ajax, ON
- Full-time
As a Sales Advisor, you will be responsible for providing exceptional customer experience while driving vehicle sales. You will generate and engage with potential buyers, understand their…
Added 18 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 33 mins ago
R
Client Advisor
RBC
Halifax, NS
- Part-time
Added 33 mins ago
T
PIA Client Service Associate (12M STA)
TD
Whitby, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 33 mins ago
D
Senior Advisor, Operational risks
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 33 mins ago
C
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 33 mins ago
C
Investment Advisor
CIBC
Calgary, AB
- Full-time
…investment advice and exceptional client service. As an Investment Advisor you will use the tools provided by CIBC Wood Gundy to research investment products, allowing them to make…
Added 48 mins ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
…Manager. Your mission? Help drive sales growth and build strong advisor…
Added 48 mins ago
M
Salesforce Business Analyst (Financial Services Cloud)
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
Functional CRM Salesforce advisor role (business analysis)
Added 48 mins ago
RW
Associate
RBC Wealth Management
Winnipeg, MB
- Full-time
Manage daily trading operations, including the accurate and timely execution of trades as directed by the Advisor.
Added 48 mins ago
RH
Director of Finance
Robert Half
AB · Alberta, Canada
- Full-time
Our client is seeking an experienced Director of Finance to lead and transform its finance and accounting function across a complex North American organization.
Added 48 mins ago
IS
SCM Operations Category Management Advisor
InSync Systems
Calgary, AB
- Contract
We are looking for an SCM Category Management Advisor for a 12-month contract position, with possible extensions in Calgary, Alberta. Must be legally entitled to work in Canada.
Added 1 hour ago
MI
Salesforce Business Analyst (Financial Services Cloud)
Maarut Inc
Montreal, QC
- Contract
Functional CRM Salesforce advisor role (business analysis)
Added 1 hour ago
P
Municipality of North Grenville - Chief Administrative Officer
Phelps
North Grenville, ON
- Full-time
Serve as a trusted advisor to the Mayor and Council, fostering strong governance and open communication while building productive relationships with government, community and external…
Added 1 hour ago
R
Client Advisor Intern
RBC
Woodstock, ON
- Part-time
…a great career with us as a future Account Manager/Banking…

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

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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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