Jobs near Saint-Mathieu, QC

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Added 3 mins ago
LC
Fruits et légumes Commis temps partiel soir
Loblaw Companies Limited
Longueuil, QC
- Part-time
La capacité de déplacer jusqu’à 50 lb et à être constamment en déplacement pendant un quart de travail complet
Added 3 mins ago
LC
Vêtements Commis temps partiel jour Embauche feu vert
Loblaw Companies Limited
Longueuil, QC
- Part-time
La capacité de déplacer jusqu’à 50 lb et à être constamment en déplacement pendant un quart de travail complet
Added 3 mins ago
LC
Épicerie Commis temps partiel jour Embauche feu vert
Loblaw Companies Limited
Longueuil, QC
- Part-time
La capacité de déplacer jusqu’à 50 lb et à être constamment en déplacement pendant un quart de travail complet
Added 19 mins ago
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HR Manager
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Added 1 hour ago
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(fluent English & French) Customer Support Consultant (Remote)
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Added 1 hour ago
C
Senior Full Stack Software Engineer
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Added 1 hour ago
VH
Clinical Educator (Japanese)
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Added 1 hour ago
HR
Analyst - Payments
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- Full-time
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Added 3 hours ago
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Senior Software Engineer - Integrations - AI/ML
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Added 4 hours ago
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RBC Open House Financial Planning
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Added 5 hours ago
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Gérant(e) de magasin- ACT
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Added 5 hours ago
CB
Commis de bureau | Office Clerk
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Added 6 hours ago
MU
Research Assistant 2
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Montreal, QC
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Added 7 hours ago
B
Manager, Crisis Management & Resiliency
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Added 8 hours ago
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Added 8 hours ago
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Autodesk Revit Support Specialist - Canada
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Added 8 hours ago
I
Sandwich Artist ®
IPC/Subway
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- Full-time
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Must have the ability to lift 10 pounds frequently and up to 30 pounds occasionally
Added 9 hours ago
GR
Restaurant Manager
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Dorval, QC
- Full-time
Added 10 hours ago
MH
Sr. Full Stack Software Engineer (Backend - AI products)
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Added 10 hours ago
GC
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Added 11 hours ago
WC
(CAN) Associé, marchandise générale
Walmart Canada
Brossard, QC
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Added 11 hours ago
OR
Bookkeeper
Optifer Realty Inc.
Mont-Royal, QC
- Full-time
Added 11 hours ago
WC
(CAN) Associé de nuit
Walmart Canada
Brossard, QC
- Full-time
Added 11 hours ago
WC
(CAN) Associé, équipe de l’alimentation et des produits consommables
Walmart Canada
Châteauguay, QC
- Full-time
Added 11 hours ago
LC
Packaging Specialist - Longueuil
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Longueuil, QC
- Temporary

Desjardins

Wealth Management Advisor

Châteauguay, QC, Canada
Mercier, QC, Canada

Full-time

Apply on desjardins.wd10.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 18, 2026
Posting language: English
Posted: Nov 2, 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

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

2026-11-17

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

The wealth management advisor develops and maintains trusting relationships with affluent clients to provide tailored financial advice and investment strategies. They collaborate with internal partners 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.

Skills

Wealth management
Financial advisory
Investment strategies
Relationship management
Risk management
Customer service
Financial planning
Market analysis
Interpersonal skills
Sales
Portfolio management
Insurance products
Strategic planning
Communication
Problem solving
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
Mutual Funds
Risk Management
Financial Planning
Client Relations
Insurance
Loans
Market Trends
Business Development
Portfolio Management
Financial Advisory
Strategic Planning
Customer Satisfaction
Telemedicine
Pension Plan
Hybrid Work
Financial Analysis

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Work requirements

Jobs near Saint-Mathieu, QC