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Added 13 mins ago
RE
Territory Sales Representative- Kubota
Robert's Equipment
Meaford, ON
- Full-time
…construction, and property sectors, and becoming a trusted advisor they rely…
Added 13 mins ago
UO
Marketing and Communications Coordinator, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Added 13 mins ago
CL
Customer Data Technician (Student Position)
Canada Life
Ottawa, ON
- Full-time
…streamline data processes, and maintain the integrity of client and advisor information across the…
Added 13 mins ago
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Parts Advisor - Sherwood Park Hyundai
AutoCanada
Sherwood Park, AB
- $55,000 to $60,000 CAD / year
- Other
The Parts Advisor will be responsible for researching and sourcing parts for customers and technicians, ensuring timely and accurate part orders, and facilitating the sales process. Will…
Added 13 mins ago
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Strategic Procurement Specialist
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Added 13 mins ago
TF
Office Manager, Underwriting and Client Satisfaction
Trevor Frances Recruitment
Toronto, ON
- Full-time
At Trevor Frances Recruitment, we specialize in connecting exceptional talent with market-leading firms. We are thrilled to partner with a high-performing, people-first financial advisory…
Added 28 mins ago
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Advisor, Personal Insurance
Waypoint
Port Hardy, BC
- $45,000 to $70,000 CAD / year
- Full-time
The Advisor, Personal Insurance [Renewal] will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include…
Added 28 mins ago
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Financial Advisor
RBC
Moose Jaw, SK
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 43 mins ago
AF
Senior Advisor, Indigenous Relations
Alberta-Pacific Forest Industries Inc.
Boyle, AB
- Full-time
Alberta-Pacific Forest Industries Inc. (Al-Pac) is seeking a Senior Advisor, Indigenous Relations to work out of our Mill Site, St. Albert location near Athabasca, Alberta or our office in…
Added 43 mins ago
TN
Policy Advisor, Agriculture
The Nature Conservancy
Canada
- Full-time
The Policy Advisor, Agriculture develops and implements government relations and policy strategies to advance Nature United's agriculture priorities with the governments of Alberta,…
Added 43 mins ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Wainwright, AB
- Full-time
…sharing environment, you will serve as a trusted technical advisor to our Client-Partner, conduct research and assessments, and help drive projects that make a real…
Added 43 mins ago
BC
Dynamics 365 F&O Project Management & Accounting Consultant
BDO Canada
Canada
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client ERP implementations, with a focus on Dynamics 365 F&O Project Management and Accounting (PMA)
Added 43 mins ago
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Senior Digital Strategy and Growth Manager
Okta
Toronto, ON
- $140,000 to $192,000 CAD / year
- Full-time
As a Senior Digital Growth & Personalization Manager, you'll be the strategic advisor and thought partner to our Digital Strategy team - helping define what to test, why it matters, and…
Added 43 mins ago
BC
Microsoft Dynamics 365 F&O Asset Management Consultant
BDO Canada
Canada
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client ERP implementations, with a focus on Dynamics 365 F&O Asset Management
Added 43 mins ago
CA
Service Dispatcher
Capital Automotive Group
Winnipeg, MB · Ford Winnipeg
- Full-time
…accommodation due to a disability can be made at any stage of the recruitment…
Added 43 mins ago
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Salesforce Functional Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Serve as a trusted technical advisor to delivery teams, helping accelerate business value while protecting platform integrity.
Added 43 mins ago
Senior Digital Strategy and Growth Manager
Okta
Toronto, ON
As a Senior Digital Growth & Personalization Manager, you'll be the strategic advisor and thought partner to our Digital Strategy team - helping define what to test, why it matters, and…
Added 43 mins ago
Bilingual Individual Underwriting Consultant
The Canada Life Assurance Company
ON
…commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with…
Added 43 mins ago
Manager, Product Management
The Canada Life Assurance Company
London, ON · Toronto, ON
…product positioning, marketing content, business development and advisor support initiatives, and product support for Canada Life's segregated fund product…
Added 59 mins ago
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Advisor Team & Culture (Maternity Leave Coverage up to 18 months)
WinSport
Calgary, AB
- Full-time
The Advisor works closely with department leaders on the implementation of T&C priorities and programs including performance, compensation, and talent management.
Added 59 mins ago
R
Financial Advisor
RBC
Wellington North, ON
- 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 59 mins ago
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SR&ED and Incentives, Senior Manager
PwC
Toronto, ON
- Full-time
Be a market-facing leader, building and nurturing relationships with clients, prospects and referral networks to position the firm as a trusted advisor on SR&ED and incentives
Added 1 hour ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
As a trusted advisor to leaders across TCHC and to the Board of Directors, you will bring clarity to complex and emerging risks and inform enterprise-wide decisions. Your advice will…
Added 1 hour ago
CA
Collision Repair Advisor
Capital Automotive Group
Calgary, AB · GMC Calgary
- Full-time
Capital Chevrolet Buick GMC Calgary is looking for a dedicated and energetic Collision Repair Advisor to join our Body Shop. In this role, you’ll be the key link between our customers and…
Added 1 hour ago
CG
Collision Repair Advisor
Capital GMC Buick Cadillac
Calgary, AB · GMC Calgary
- Full-time
Capital Chevrolet Buick GMC Calgary is looking for a dedicated and energetic Collision Repair Advisor to join our Body Shop. In this role, you’ll be the key link between our customers and…

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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