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Added 9 mins ago
FS
Field Sales Representative
Futran Solutions
Calgary, AB
- Part-time
We are seeking field sales representatives in Calgary to support a growing client in the residential home services industry. This role offers hands-on sales experience, structured training,…
Added 9 mins ago
DB
Part Time Bridal Sales
David's Bridal
Langley (District), BC · City of Langley, BC
- $16 to $25.8 CAD / hour
- Part-time
…event in partnership with Alterations. Promote all alterations services and personalization options. Partner with Alterations Specialists to set up appointments to personalize and fit…
Added 9 mins ago
BH
Property Representative 2 (Interconnections and Site C)
BC Hydro
Vancouver, BC
- Full-time
…risks and budgets; provides direction and instructions to Legal Services for preparation of real estate agreements and/or documentation required to complete objectives; acts as an expert…
Added 9 mins ago
DB
Alterations Specialist
David's Bridal
Langley (District), BC · City of Langley, BC
- $21.55 to $23.9 CAD / hour
- Full-time
Communicate how alterations can play an important role in perfecting the dress for her event in partnership with Alterations. Promote all alteration services and personalization options.
Added 9 mins ago
NC
Client Services Representative
NVA Canada
Barrie, ON
- Full-time
2–3 years of experience as a Client Services Representative, preferably in health care (animal or human)
Added 9 mins ago
M
Executive Assistant
Medavie
Dartmouth, NS · NS Admin Office Dartmouth
- Full-time
The incumbent is responsible for providing administrative and support services to the Vice President, Strategy & System Performance. As an employee of EMC, we are accountable to our…
Added 38 mins ago
SP
Cement Technical Sales Representative
Stubbe's Precast
Canada
- Full-time
…that provides a wide range of concrete (related) products and services. Stubbe’s is known for its forward-thinking solutions, quality, and customer service and offers significant experience…
Added 38 mins ago
NS
Environmental Services Worker - Environmental Services
Nova Scotia Health Authority
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Internship
Reporting to the Assistant Manager - Facility Support Services, the Environmental Service Worker maintains a clean, safe, and functional environment for patients, families, staff and…
Added 54 mins ago
PH
Food Service Worker, Patient Food Services, C&W
Provincial Health Services Authority
Vancouver, BC
- Part-time
In accordance with the Mission, Vision and Values, and strategic directions of Provincial Health Services Authority patient safety is a priority and a responsibility shared by everyone at…
Added 54 mins ago
IH
Registered Nurse (RN/RPN) | Long-term Care
Interior Health Authority
Merritt, BC
- Internship
We offer a range of employee benefits and services for eligible positions, to support you at every stage of your career:
Added 54 mins ago
NS
Short Order Cook - Nutrition and Food Services
Nova Scotia Health Authority
NS · New Waterford, NS
- Internship
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 54 mins ago
NS
4th Class Power Engineer - Maintenance and Operations
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Internship
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 54 mins ago
IH
Registered Nurse (RN) | Perinatal
Interior Health Authority
Vernon, BC
- Internship
We offer a range of employee benefits and services for eligible positions, to support you at every stage of your career:
Added 54 mins ago
NS
Physiotherapist - Rehabilitation Services
Nova Scotia Health Authority
New Glasgow, NS
- Full-time
Reporting to the Health Services Manager, the Physiotherapist assesses, diagnoses and treats patients in a tertiary care setting who present with actual or potential impairment, pain,…
Added 54 mins ago
IH
Occupational Therapist | Long-term care
Interior Health Authority
Princeton, BC
- Full-time
We are a B.C. top employer and offer welcoming workplaces with a range of benefits and policies to support you at every stage of your career.
Added 54 mins ago
IH
Occupational Therapist | Long-term care
Interior Health Authority
Keremeos, BC
- Full-time
We are a B.C. top employer and offer welcoming workplaces with a range of benefits and policies to support you at every stage of your career.
Added 54 mins 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,…
Added 54 mins ago
NS
Health Care Social Worker (Masters) - Oncology
Nova Scotia Health Authority
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
Reporting to the Health Services Manager, the Health Care Social Worker provides a diverse range of interventions to clients and their families, enabling them to achieve their optimal level…
Added 54 mins ago
RH
Community Disability Worker: Every Saturday Daytime
Robin Hood Association
Sherwood Park, AB
- $17.44 to $21.56 CAD / hour
- Full-time
Assist, support and encourage individuals to achieve their personal goals through the development of basic living and related skills, with a view to enhancing the individual’s confidence,…
Added 54 mins ago
IH
Licensed Practical Nurse (LPN) | Long-term Care
Interior Health Authority
Summerland, BC
- Internship
We offer a range of employee benefits and services for eligible positions, to support you at every stage of your career:
Added 54 mins ago
IH
Registered Nurse (RN) | Perioperative
Interior Health Authority
Summerland, BC
- Internship
We offer a range of employee benefits and services for eligible positions, to support you at every stage of your career:
Added 54 mins ago
NS
Rehabilitation Assistant - Rehabilitation Services
Nova Scotia Health Authority
Waterford
- Full-time
…supplies. The successful applicant may be required to provide services anywhere within the Rehabilitation Services…
Added 54 mins ago
A
Client Service Representative - La Crete (7-month Term)
ATB
La Crête, AB
- Full-time
…dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing essential banking services in a friendly, approachable…
Added 1 hour ago
M
Senior Quantitative Analyst
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…focuses on model, methodology and application development to support liability valuation, risk measurement, insurance product pricing and decision…
Added 1 hour ago
Occupational Therapist - Psychiatric 6 Lane - Mental Health & Addictions
Nova Scotia Health and IWK Health
Halifax, NS
The Occupational Therapist works under the supervision of the Health Services Manager. The Occupational Therapist (OT) works in collaboration with the client, caregivers, and family to…

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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