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Added 5 mins ago
H
Assessor Coordinator Degree
HealthCareersInSask.ca
Swift Current, SK
- Full-time
Knowledge of provincial human service org, resources and referral procedures
Added 5 mins ago
Service Coordinator / Customer Service Representative
I M P Group International Inc.
Sydney, NS
Harding Medical is searching for a Service Coordinator / Customer Service Representative to join our Sydney team in Cape Breton, Nova Scotia . If you are organized and have a positive…
Added 21 mins ago
NW
Field Service Representative / Représentant(e) de service sur le terrain
Nalco Water, An Ecolab Company
Saguenay, QC
- Full-time
Ecolab is seeking a Field Service Representative (12 month Contract) where your hands-on skills and customer-first mindset will help shape a more sustainable future. You’ll be part of a…
Added 21 mins ago
BC
Inside Sales Representative
Bunzl Canada
Moncton, NB
- Full-time
We are seeking a dynamic and results-driven Portfolio Sales Representative (Inside Sales) to drive revenue and margin growth by expanding share-of-wallet within existing accounts and…
Added 36 mins ago
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Field Support Engineer II
''
Toronto, ON
- Full-time
The Field Support Engineer II is a senior onsite technical resource and a highly visible representative of Digital Technology. Reporting to the Manager, Regional Service Delivery, you will…
Added 51 mins ago
KS
Field Sales Representative
Kognitive Sales Solutions
Calgary, AB
- Full-time
Prior experience in customer service or sales is a bonus; drive and attitude matter more
Added 51 mins ago
SB
Représentant.e des ventes
Sleeman Breweries Ltd.
Quebec, QC · Sherbrooke, QC
- Full-time
Within the assigned sales territory, the Sales Representative represents Sleeman Breweries and grows portfolio presence in the trade. This role drives volume and gross margin performance by…
Added 51 mins ago
N
Project Field Coordinator, Mine
Nutrien
Vanscoy, SK
- Full-time
Serve as the primary Nutrien representative accountable for execution on assigned projects. This may shift between focusing on service providers, or internal resources as required
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Valcourt, QC · Windsor, QC · Caisse Desjardins du Val-Saint-François
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 1 hour ago
KS
Field Sales Representative
Kognitive Sales Solutions
Windsor, ON
- Full-time
Work with one of the most recognized field marketing agencies in Canada
Added 1 hour ago
MF
Field Support Engineer II
McCain Foods
Toronto, ON
- Full-time
The Field Support Engineer II is a senior onsite technical resource and a highly visible representative of Digital Technology. Reporting to the Manager, Regional Service Delivery, you will…
Added 1 hour ago
Sales Support Specialist - Bilingual
Mettler Toledo
Mississauga, ON
As our Inside Sales Representative, you will play a critical role in driving growth and enabling the success of our Field Sales Organization. In this role, you will serve as both a trusted…
Added 1 hour ago
Casual Residence Worker, Mental Health (Aspen House Supported Living)
Connective
Mission, BC
…from a CSSEA-member employer to Connective will port their service hours for vacation and wage purposes (within last 12…
Added 2 hours ago
P
Fleet Maintenance Fueler Washer
Penske
Calgary, AB
- Full-time
…excellent opportunity to start a career in the heavy duty mechanic field. A large number of our Fleet Maintenance Fueler Washers have continued their career as Mechanic/Technicians. We…
Added 2 hours ago
R
Senior Field Representative, Technology Service
Ricoh
Victoria, BC
- Full-time
Field Service Technician / Senior Field Representative, Technology Services – Victoria
Added 2 hours ago
JA
Représentant de service technique/Field Service Representative
JR Automation
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Are you ready to power up your career with Hitachi Energy? We are seeking a dynamic and skilled Field Service Representative to join our team. This role offers the chance to work on…
Added 2 hours ago
JA
Représentant de services technique / Technical Field Service Representative
JR Automation
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Are you ready to power up your career with Hitachi Energy? We are seeking a dynamic and skilled Field Service Representative to join our team. This role offers the chance to work on…
Added 2 hours ago
WC
Accounts Receivables Representative (Concord, ON)
Wolseley Canada Inc.
Concord, ON
- Full-time
The Accounts Receivable Representative is responsible for managing customer accounts, ensuring timely collection of outstanding payments, maintaining accurate financial records, and…
Added 2 hours ago
Account Representative
CMHC - SCHL
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON · Montreal, QC
Join the Housing program team, in the Account representative position. In this role, you will assume responsibility for a portfolio of accounts, including the administration and decisions…
Added 2 hours ago
GT
Senior Representative, CX Strategy Activation
Greater Toronto Airports Authority
Toronto, ON
- Full-time
Post-secondary degree or diploma in business, customer service, marketing, research, hospitality, communications or a related field.
Added 2 hours ago
UO
Student Service Advisor
University of Alberta
Edmonton, AB
- Full-time
Ability to work independently while contributing effectively as a collaborative team member and positive representative of the Student Service Centre and the University of Alberta.
Added 2 hours ago
UO
Student Service Advisor (Temporary)
University of Alberta
Edmonton, AB
- Full-time
Ability to work independently while contributing effectively as a collaborative team member and positive representative of the Student Service Centre and the University of Alberta.
Added 3 hours ago
D
Wealth Management Advisor
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 3 hours ago
D
Personal Finance Advisor, University Graduate
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
Practical experience to start your career in your field of study
Added 3 hours ago
Executive Director, Campus Safety Services
Georgian College
ON
…compliant processes. The incumbent also serves as a highly visible representative of the College, supporting public safety initiatives, stakeholder engagement, and media relations when…

Desjardins

Wealth Management Advisor

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

Full-time

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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

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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 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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