Find work in Canada.

528,603 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 12 mins ago
T
Vendor Manager II (IT Sourcing)
TD
Toronto, ON
- Full-time
Act as trusted advisor for business & finance stakeholders related to portfolio
Added 12 mins ago
T
Audit Manager II ( Business Intelligence Engineering)
TD
Toronto, ON
- Full-time
Acts as the audit lead or audit advisor to management and respective teams for area of specialization. Reports on emerging trends, identifying issues and opportunit
Added 12 mins ago
D
Advisor, Securities
Desjardins
Montreal, QC
- Full-time
As Security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through…
Added 12 mins ago
D
Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
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…
Added 12 mins ago
D
Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
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…
Added 12 mins ago
D
Advisor, Member/client sales and service
Desjardins
Montreal, QC
- Full-time
As a member/client service advisor, Sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized…
Added 12 mins ago
B
Sr Learning and Experience Designer
BMO
Toronto, ON · FCP
- Full-time
Plans, designs, and develops clear, engaging, compelling learning and performance-focused solutions that enhance retention and knowledge transfer. Applies design expertise to create…
Added 12 mins ago
B
ANALYST, BUSINESS INSIGHTS AND ANALYTICS
BDC
Montreal, QC
- Full-time
Opportunities for learning, training and development, and much more...
Added 12 mins ago
Financial Advisor - Amherst, NS (37.5 Hours / Week)
Scotiabank
Amherst, NS
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 12 mins ago
Intermediate Data Analyst - Value Partners Investments- 12 Month Term
The Canada Life Assurance Company
Winnipeg, MB
…of Canadians. By bringing together more than 4,000 trusted advisor relationships and $89 billion in assets under administration, Canada Life and Value Partners can expand access to advice…
Added 43 mins ago
Senior Manager, HR Business Partner (Technology)
Scotiabank
Toronto, ON
Business Acumen & Influence: Serve as a trusted advisor to senior leadership across ScotiaTech, providing expert insights on HR best practices and industry trends. Leverage internal and…
Added 58 mins ago
T
Senior Audit Manager, (Business Intelligence & Analytics)
TD
Toronto, ON
- Full-time
Added 58 mins ago
NC
Human Resources Business Advisor - 18-Month term
NAV CANADA
Montreal, QC
- Full-time
The Human Resources Business Advisor serves as a trusted partner to leaders, employees, and union representatives in a highly unionized environment. The role provides guidance on a broad…
Added 58 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 58 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Rimouski, QC
- Full-time
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 58 mins ago
D
Financial security advisor, Life and health insurance
Desjardins
Baie-Comeau, QC · Forestville, QC · Les Escoumins, QC · Caisse Desjardins de la Manicouagan
- Full-time
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell…
Added 58 mins ago
D
Personal Finance Advisor
Desjardins
Laval, QC · Caisse Desjardins des Grands boulevards de Laval
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
C
Customer Success Manager, Public Sector & Defence
Cohere
Ottawa, ON
- $150,000 to $215,000 USD / year
- Full-time
Added 1 hour ago
Sr. Consultant - Cloud Infrastructure Architect | Conseiller senior – Architecte d'infrastructure infonuagique, Public Sector | secteur public
Amazon
Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
-Acting as a trusted advisor to customers on industry trends and emerging technologies
Added 1 hour ago
BG
Customer Service Representative/Service Advisor (Markham)
Boyd Group Services
Markham, ON
- Full-time
Actively apply new knowledge from continuous learning, ensuring a high level of work quality that contributes to operational excellence and a positive NPS.
Added 2 hours ago
Operations Advisor
Independent Electricity System Operator
Canada
Added 2 hours ago
B
Manager, Client Engagement - Wayfinding
BrandActive
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
Own the day-to-day client relationship and serve as a trusted strategic advisor throughout the engagement.
Added 2 hours ago
D
Chief Solution Architect (Pre-sales, AI + Data Transformation)
Datatonic
Remote, Canada
- Full-time
- Remote
…of leading technology by combining our expertise in machine learning, data engineering, and analytics. With Google Cloud Platform as our foundation, we help businesses future-proof their…
Added 2 hours ago
AA
Safety/Learning from Incidents (LFI) Coordinator – Fixed-Term Contract - Fly In Fly Out
Anglo American / De Beers Group
NT · Gahcho Kué Mine, NORTHWEST TERRITORIES
- Full-time
This position will drive the site’s safety learning culture, ensuring that all incidents, near misses, and high potential events generate meaningful, actionable insights that strengthen…
Added 2 hours ago
Instructor – Fleet Management Assistant / Junior Service Writer Program
Omnia Training
St. Albert, AB
Junior service writer and service advisor responsibilities

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

Report this job