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Added 1 hour ago
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Community Mentor (Part-time)
Catholic Social Services Alberta
Wetaskiwin, AB
- Part-time
Ability to work effectively as a member of a team within a large organization.
Added 1 hour ago
LH
2600002890 - Executive Assistant - Chief Of Staff Office And Medical Affa
Lakeridge Health
Oshawa, ON
- Internship
…Education, and LHEARN, the Executive Assistant is a highly trusted member of the Chief of Staff Office and plays an integral role in supporting effective medical and senior leadership,…
Added 1 hour ago
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Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Regina, SK
- Part-time
Demonstrates ability to work as a team member
Added 1 hour ago
IA
Electronic Technician
IMP Aerospace & Defence
Halifax, NS
- Full-time
IMP is committed to Employment Equity and our goal is to be a diverse workforce that is representative at all job levels. We welcome applicants from Indigenous People, Visible Minority…
Added 1 hour ago
IA
IT Systems Developer/Analyst
IMP Aerospace & Defence
Halifax, NS
- Full-time
IMP is committed to Employment Equity and our goal is to be a diverse workforce that is representative at all job levels. We welcome applicants from Indigenous People, Visible Minority…
Added 1 hour ago
OT
Commercial Sales Development Representative
Open Text Corporation
Waterloo, ON
- Other
…collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle…
Added 2 hours ago
FC
Member Service Representative (Part-Time)
FirstOntario Credit Union
Ingersoll, ON
- Part-time
Apply our "Member First" principles and service standards with all members and prospective members.
Added 3 hours ago
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Patient Care Coordinator, Heartwood Centre for Women, BC Mental Health & Substance Use Services – Vancouver, BC
Sanya’k̓ula
Vancouver, BC
- Full-time
Attends and participates in initial client care evaluations and admission meetings as a member of an interdisciplinary team by providing input on a variety of care issues, practice…
Added 3 hours ago
RS
Data Analyst III
Ryder System, Inc.
Halifax, NS
- Full-time
The Data Analyst III role is to deliver a final business solution to the operations team through a Power Bi experience. The Data Analyst's technical skills will be put to the test as they…
Added 3 hours ago
DB
Part Time Bridal Sales
David's Bridal
Langley (District), BC · City of Langley, BC
- $16 to $25.8 CAD / hour
- Part-time
The Stylist is responsible for providing and maintaining a positive, friendly, empathetic and professional selling experience with all customers. Stylists are responsible for providing…
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Customer Sales and Service Representative (C.S.S.R.)
Abilities Centre
Whitby, ON
Reporting to the Assistant Director, Business Operations, the Customer Sales & Service Representative (CSSR) is part of a team that ensures all key indicators of sales and customer service…
Added 4 hours ago
NS
Physiotherapist - Rehabilitation Services
Nova Scotia Health Authority
New Glasgow, NS
- Full-time
…physiotherapist reports to a Health Services Manager and as a member of a clinical team, the physiotherapist collaborated with colleagues to determine team goals and objectives,…
Added 4 hours ago
NS
Manager - Primary Health Care
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
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,…
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NS
Rehabilitation Assistant - Rehabilitation Services
Nova Scotia Health Authority
Waterford
- Full-time
Under the direction of the Manager, and under the supervision of therapists, the Rehabilitation Assistant, as an active member of the patient care team, works with individuals, families and…
Added 4 hours ago
M
Commissioning Piping Coordinator
Manpower
AB · Edmonton, AB
- Contract
The Piping Commissioning Management Coordinator is a key member of the Construction Management Team and serves as the Owner's field representative and execution leader for all assigned…
Added 4 hours ago
Occupational Therapist - Psychiatric 6 Lane - Mental Health & Addictions
Nova Scotia Health and IWK Health
Halifax, NS
The OT provides education and support to clients, families, and caregivers. The OT functions as both a member of an occupational therapy clinical team and a multidisciplinary hospital…
Added 4 hours ago
Clinical Therapist - Spryfield Community - Mental Health & Addictions
Nova Scotia Health and IWK Health
Halifax, NS
The Clinical Therapist is a member of the Adult Service team in Mental Health and Addictions. Reporting to the Health Services Manager, the Clinical Therapist provides assessment and…
Added 5 hours ago
NS
Charge Nurse
NHS Scotland
Grand Bay-Westfield, NB
- Full-time
…unlawful discrimination. The aim is for our workforce to be truly representative and for each employee to feel respected and able to give their best. To this end, NHS Scotland welcomes…
Added 5 hours ago
B
Customer Service Representative – Digital Centre of Expertise (Bilingual)
belairdirect
Montreal, QC
- Full-time
Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity,…
Added 5 hours ago
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Quotations Specialist
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Winnipeg, MB
- Full-time
With over 60 years of industry experience, Gescan has 29 branches located across Western Canada. At Gescan, we leverage our strong global resource base, our local expertise, and our…
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IH
Registered Nurse (RN/RPN) | Mental Health and Substance Use
Interior Health Authority
Kamloops, BC
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 5 hours ago
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Full Time Sales Representative - Portage Place
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Winnipeg, MB
- Full-time
Our goal is to provide Canadians with an excellent experience, by connecting with our customers and meeting all their needs under one roof
Added 5 hours ago
NS
Rehabilitation Assistant - Occupational Therapy
Nova Scotia Health Authority
Upper Musquodoboit, NS
- Full-time
Under the direction of the Manager, and under the supervision of therapists, the Rehabilitation Assistant, as an active member of the patient care team, works with individuals, families and…
Added 5 hours ago
NS
Rehabilitation Assistant - Rehabilitation & Supportive Care Services
Nova Scotia Health Authority
Halifax, NS
- Full-time
…supervision of therapists, the Rehabilitation Assistant, as an active member of the patient care team, works with individuals, families and groups to help educate and promote movement,…
Added 6 hours ago
NS
Scheduling Advisor - Staffing Office
Nova Scotia Health Authority
Halifax, NS
- Full-time
Graduate of post-secondary degree/diploma in Human Resources or an equivalent combination of education, training and experience.

Desjardins

Wealth Management Advisor

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 14, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

Temporary 14 month position

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
Intermediate knowledge 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 to work Monday to Friday, including one evening per week

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)

CAISSE DE L'ÎLE-DES-SOEURS (VERDUN) (30240 / Conv_Col_00084) (2019-10-21 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-13

Apply About employer

More about this job

Responsibilities

The wealth management advisor is responsible for developing and maintaining trusting relationships with clients to provide tailored financial advice and solutions. They drive results by recommending investments, loans, and insurance products while balancing client satisfaction with sound 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 required, along with intermediate English proficiency.

Skills

Wealth management
Financial advice
Relationship management
Investment strategies
Loan products
Insurance products
Risk management
Customer satisfaction
Interpersonal savvy
Market trends
Financial services
Action oriented
Customer focus
Nimble learning

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

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