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Added 14 mins ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard…
Added 14 mins ago
T
Senior FCRM Testing Analyst (5721, 5722, 5723, 5724)
TD
Toronto, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 14 mins ago
GF
Customer Service Representative (Motivator) - Ottawa Lansdowne Park
GoodLife Fitness
Ottawa, ON
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 14 mins ago
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Mobile Financial Services Representative
CIBC
Surrey, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll deliver an exceptional client experience to support CIBC’s vision of leadership in client relationships and increased client…
Added 14 mins ago
P
Frito Lay Route Sales Representative
PepsiCo
Calgary, AB
- Contract
As a Route Sales Representative at Frito Lay Canada, there are two main accountabilities: (1) selling and developing the business and (2) servicing customers through delivery and…
Added 15 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Ottawa, ON
- $17.95 CAD / hour
- Full-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 15 mins ago
TL
Sales Development Representative
The Leadership Agency
Montreal, QC
- Full-time
…want to beat the rep sitting next to you. Cold-calling or SDR experience is a bonus, not a…
Added 15 mins ago
AU
Livreur RSR / Route Sales Representative (Delivery Driver)
Alsco Uniforms
Quebec, QC
- Full-time
The Route Sales Representative meets our customers needs through up-selling/cross-selling and provides superior customer service through proactively managing all route responsibilities.…
Added 15 mins ago
FB
Carry-Out Representative
Farm Boy Inc.
Ottawa, ON
- $17.95 CAD / hour
- Part-time
You’ll help create the welcoming, high-quality shopping experience Farm Boy is known for by providing exceptional customer service and maintaining a safe, clean, and organized store…
Added 15 mins ago
PS
Director of Sales And Business Development
People Store Staffing
Vaughan, ON
- Full-time
Reporting directly to the President, you will oversee Regional Sales Managers, strengthen representative and distributor partnerships, and identify opportunities to expand into new markets.…
Added 29 mins ago
BB
Représentant(e) des services techniques à domicile (Temps plein) / Field Technical Service Representative (Full Time)
Best Buy Canada
Montreal, QC
- Full-time
Create an amazing customer experience every time with your dedication to customer service and professionalism
Added 29 mins ago
CF
Business Development Representative
Classic Fire + Life Safety
Guelph, ON
- Full-time
The Business Development Representative is responsible for generating new inspection growth and expanding the company’s recurring service portfolio. This role focuses on identifying new…
Added 29 mins ago
PC
Member Experience Representative
Provincial Credit Union
PE · PEI, Prince Edward Island
- Full-time
As a Member Experience Representative, you will be the first point of contact for members and prospective members, providing friendly, knowledgeable support across our digital channels.…
Added 29 mins ago
AG
Bilingual CX Specialist
Amynta Group
Thornhill, ON · Toronto, ON
- Full-time
Reporting to the Manager, Customer Experience, the Customer Experience Specialist provides customer service and support to dealerships, contract holders, the National Sales Team, and…
Added 29 mins ago
LC
Asset Protection Representative
Loblaw Companies Limited
Toronto, ON
- Full-time
We are hiring a full-time Asset Protection Representative at LSL #1174 – 270 The Kingsway, Toronto, Ontario, M9A 3T7. This position requires open availability based on store hours,…
Added 29 mins ago
TT
Labourer
The Taggart Group of Companies
Ottawa, ON
- Full-time
…variety of opportunities for those looking to get hands-on experience and build a lasting…
Added 29 mins ago
M
Director Change Enablement
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…bring strong process-improvement and transformation-execution experience, with the ability to connect strategy, process design and technology change to the practical realities of…
Added 29 mins ago
M
Senior Analyst, Operations Risk & Controls
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON
- Full-time
Identify operational, regulatory, customer, financial, and reputational risks associated with proposed changes.
Added 29 mins ago
M
Winter Co-op 2027 - Global Wealth & Asset Management
Manulife
Toronto, ON
- Full-time
This internship program offers hands-on experience supporting business initiatives, stakeholder engagement, process improvement, and operational excellence. This opportunity is ideal for…
Added 29 mins ago
M
Summer Intern 2027 - Change Management
Manulife
Toronto, ON
- Full-time
…the change lifecycle. This opportunity will provide hands-on experience in change enablement, stakeholder engagement, process improvement, reporting, and executive storytelling within a…
Added 44 mins ago
NC
Customer Service Representative - Deer Lake Airport
National Car Rental
Deer Lake, NL
- Full-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will provide…
Added 44 mins ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
Hold a mutual fund representative (MFR) licence with minimum 2 years sales experience
Added 44 mins ago
AB
Business Development Representative
Agile Bookkeeping
Vernon, BC
- Full-time
Previous customer-facing experience in hospitality, retail, sales, recruiting, entrepreneurship, or another performance-oriented environment.
Added 44 mins ago
AS
Financial Licensed Assistant
Allan Small Financial Group with iA Private Wealth
Toronto, ON
- Full-time
· Actively sharing knowledge and experience to enhance the development of all team members
Added 44 mins ago
BS
Bilingual Customer Service Representative
Bilingual Source
Vaughan, ON
- $52,000 to $60,000 CAD / year
- Full-time
Our client is seeking a Bilingual Customer Service Representative who enjoys helping people and communicating clearly in English and French. This is a steady, service-focused opportunity in…

Desjardins

Wealth Management Advisor

Châteauguay, QC, Canada
Mercier, QC, Canada

Full-time

Apply 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 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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