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Added 5 mins ago
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Associate Financial Advisor - Labrador City, NL
CIBC
Labrador City, NL
- 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 5 mins ago
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Senior Financial Advisor - CIRO-MFD/AMF - Bathurst
CIBC
Bathurst, NB
- Full-time
As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and…
Added 5 mins ago
Financial Advisor, Investment & Retirement Planning - PICKERING TOWN CENTRE
Scotiabank
Pickering, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 35 mins ago
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Visual & Events Advisor
Rennaï
Mont-Royal, QC
- Part-time
Collaborate with store staff to create promotions and offerings that integrate coffee and beverage services with beauty products, enhancing the overall client experience.
Added 49 mins ago
Senior Project Manager, Municipal Buildings
Tiree
Calgary, AB
…unparalleled success by providing tailored, innovative consulting services, ensuring every project is executed with precision and…
Added 49 mins ago
RT
ELYSIS – Directeur(trice), Ressources humaines et Communications / Director, Human Resources & Communications
Rio Tinto
Montreal, QC
- Full-time
…ELYSIS), situé à Arvida. Présentement, ELYSIS supporte son premier client pour les phases de préparation aux démarrages de cuves et à leur…
Added 50 mins ago
Senior Sales Advisor, Saint Laurent
VinFast Recruitment
Montreal, QC · Saint-Laurent, QC
The role of the store sales team is to provide a client experience consistent with the VinFast brand and vision, engage with clients to generate brand and product excitement, and to guide…
Added 1 hour ago
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Client Advisor
RBC
Sudbury, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Associate Advisor
RBC
Toronto, ON
- Full-time
…seeking a highly strategic, thoughtful, and analytical Associate Advisor to join our team. This role is best suited to a professional who is passionate about the markets, building…
Added 1 hour ago
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Wealth Insurance Advisor
TD
Markham, ON · Toronto, ON
- Full-time
insurance products manufactured by leading third-party insurance carriers to maintain a high quality of client service and support as part of the financial planning process. Key Focus
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Témiscamingue
- 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
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Personal Finance Advisor
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- 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
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Client Financial Services Agent
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 1 hour ago
TW
Automotive Service Technician
The Warrington Group Inc.
Hammonds Plains, NS
- Full-time
On behalf of our client, OK Tire & Auto Service, we are looking for experienced Automotive Service Advisors to join their teams at multiple locations throughout the Halifax Regional…
Added 1 hour ago
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Sr Customer Success Manager - Oracle Health
Oracle
Canada
- $79,900 to $131,300 CAD / year
- Full-time
…expansion opportunities via high value relationship with the client. The Customer Success Executive (CSE) is a strategic, customer-facing leader responsible for driving value realization,…
Added 1 hour ago
SAP SuccessFactors Employee Central Global Benefits - Senior Consultant or Manager
EY
Edmonton, AB · AB · Winnipeg, MB · Dieppe, NB · Saint John, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Calgary, AB · Waterloo, ON
Serve as a trusted advisor to HR and Benefits leaders, shaping global benefits strategies and technology roadmaps.
Added 1 hour ago
SAP SuccessFactors Employee Central Payroll - Senior Manager
EY
AB · Ottawa, ON · Toronto, ON · Calgary, AB
Act as the primary advisor to HR and Payroll leaders on SAP SuccessFactors Payroll strategy and execution.
Added 1 hour ago
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Account Executive - Leasing & Fleet Services
Kaizen Automotive Group
Leduc, AB
- Full-time
As an Account Executive - Rental Portfolio, Leasing & Fleet Services, you will be responsible for managing and growing an established portfolio of commercial rental accounts while…
Added 1 hour ago
VC
Clinical Operations Supervisor (RPN/RN) - Long Term Care
Vancouver Coastal Health
Richmond, BC
- $52.39 to $66.65 CAD / hour
- Temporary
…ensuring a safe environment for staff and clients. Quality client care is supported through a client/family centered care model in accordance with established standards of professional…
Added 1 hour ago
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Banking Advisor
Royal Bank of Canada
Placentia, NL
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
TH
Senior Advisor (Full Time) - People Insight & Analytics
Trillium Health Partners
ON · ON, Canada
- Full-time
Department: People Insight & Analytics, People Services
Added 2 hours ago
RU
Tax Senior Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Senior Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on…
Added 2 hours ago
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Financial Advisor
RBC
Halifax, NS
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 2 hours ago
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Vendor Manager II (IT Sourcing)
TD
Toronto, ON
- Full-time
Our Technology strategy is transforming the face of our technology teams, our ITSS shared services capabilities, and the experience of our customers and colleagues. As we accelerate our…
Added 2 hours ago
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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

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 30, 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 affluent individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. 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 two years 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
Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Available for travel within the Rouville Caisse territory
Available 5 days a week including evenings

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

2026-11-29

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 experts to design integrated solutions that balance client satisfaction with business objectives and risk management.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least two years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required, along with proficiency in both English and French.

Skills

Wealth management
Financial advisory
Investment strategies
Relationship management
Customer satisfaction
Risk management
Financial planning
Interpersonal savvy
Market trends analysis
Sales
Insurance products
Loan advisory
Communication
Strategic planning
Business development

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
Investments
Loans
Insurance
Mutual Fund Representative
Financial Planning
Risk Management
Client Relations
Business Development
Strategic Planning
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Customer Focus
Financial Advisor

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