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Added 10 mins ago
CS
Community Mentor (Part-time)
Catholic Social Services
Wetaskiwin, AB
- Part-time
Catholic Social Services is currently seeking a part time (20 hours/week), Community Mentor in Wetaskiwin to join our Children's Residential Services team. Providing excellent…
Added 10 mins ago
S
Nurse Practitioner
SRCHC
Toronto, ON
- Full-time
Participates in community projects or agency activities as a representative of the Health Centre as directed
Added 10 mins ago
H
Financial Reporting & Risk Manager
Halifax
Goffs, NS
- Full-time
Added 25 mins ago
GO
Deputy Warden of Programs
Government of Nunavut Recruitment
Rankin Inlet, NU
- Full-time
…revenue; manages services for the physical, mental and spiritual health of offenders. Promotes community reintegration to reduce…
Added 25 mins ago
D
Personal Finance Advisor
Desjardins
Laval, QC · Caisse Desjardins des Grands boulevards de Laval
- Full-time
Participate in outreach activities and represent the caisse in the community
Added 25 mins ago
Distribution Assistant
FortisBC
Surrey, BC
General good health, adequate physical strength and agility
Added 25 mins ago
Distribution Assistant
FortisBC
Langley (District), BC · Langley, BC
General good health, adequate physical strength and agility
Added 25 mins ago
Distribution Assistant
FortisBC
Abbotsford, BC
General good health, adequate physical strength and agility
Added 25 mins ago
Post Office Assistant - Term
Canada Post - Postes Canada
Rouyn-Noranda, QC
Note: The ideal candidate should reside in the community. Applicants outside the community in which the Post Office is located may be considered as needed.
Added 40 mins ago
H
Assessor Coordinator Degree
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
…Coordinator - Degree plays a vital role in supporting the holistic health and well-being of First Nations and Métis patients, individuals, families, and communities. Guided by Indigenous…
Added 40 mins ago
H
Nurse Practitioner
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…practices within a framework of evidence-based acute care, holism, health promotion, and disease and injury prevention. The practice involves building partnerships with individuals,…
Added 40 mins ago
H
Assessor Coordinator Degree
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
…Coordinator - Degree plays a vital role in supporting the holistic health and well-being of First Nations and Métis patients, individuals, families, and communities. Guided by Indigenous…
Added 40 mins ago
HI
Client Care Representative - Personal Lines Retention Trainee
HUB International
Chilliwack, BC
- Full-time
…and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some…
Added 40 mins ago
GT
Store Supervisor (Full-Time)
Giant Tiger
Magog, QC
- Full-time
Actively involved and connected with the store’s local community;
Added 40 mins ago
GT
Softgoods Supervisor (Full-Time)
Giant Tiger
Westlock, AB
- Full-time
Actively involved and connected with the store’s local community;
Added 40 mins ago
Manager - Primary Health Care
Nova Scotia Health and IWK Health
Sydney, NS
The Health Services Manager (HSM), Primary Health Care (PHC) is a member of the leadership team and is responsible for the operation, functioning and quality of the Primary Health Care,…
Added 40 mins ago
4th Class Power Engineer - Maintenance and Operations
Nova Scotia Health and IWK Health
Sydney, NS
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 40 mins ago
Short Order Cook - Nutrition and Food Services
Nova Scotia Health and IWK Health
Big Glace Bay, NS · NS · Glace Bay, Nova · New Waterford, Nova
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 40 mins ago
Health Services Leader - Primary Health Care
Nova Scotia Health and IWK Health
Dartmouth, NS
The Health Services Lead, Primary Health Care is a member of the Primary Health Care leadership team and is responsible for advancing priorities of the portfolio via supporting the ongoing…
Added 40 mins ago
Registration/Scheduling Clerk, Pre-Admission Clinic
Nova Scotia Health and IWK Health
Halifax, NS
…reduce the barriers our diverse communities face. We want IWK Health to be a safe and supportive space of equity and belonging in the care we provide and the employment we offer. We welcome…
Added 40 mins ago
Rehabilitation Assistant - Rehabilitation Services
Nova Scotia Health and IWK Health
Digby, NS
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 55 mins ago
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Bilingual Business Development Representative (Engineering) - Montreal, QC
Victaulic
Montreal, QC · Quebec, QC
- Full-time
Added 55 mins ago
CC
Member Service Representative 1 - RC - Union
Coastal Community
Nanaimo, BC
- Part-time
As a Member Service Representative, under direct supervision you will process a variety of financial and non-financial transactions for members within the guidelines established. Coastal…
Added 55 mins ago
FB
Customer Service Representative - Cheese
Farm Boy Inc.
Ottawa, ON
- From $17.95 CAD / hour
- Full-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 55 mins ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Fredericton, NB
- Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…

Desjardins

Wealth Management Advisor

Saint-Hyacinthe, QC, Canada
Caisse Desjardins de la Région de Saint-Hyacinthe, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 13, 2026
Posting language: English
Posted: Oct 29, 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 insuranceproducts. 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

2026-11-12

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 solutions. They balance client satisfaction with business objectives while managing risk and collaborating with internal experts.

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 required.

Skills

Wealth management
Financial advising
Relationship management
Investment strategy
Risk management
Customer service
Interpersonal savvy
Financial planning
Market analysis
Sales
Communication
Strategic planning

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
Risk Management
Client Relations
Financial Planning
Market Trends
Mutual Fund Representative
Hybrid Work
Pension Plan
Telemedicine
Business Development
Strategy

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