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Added 5 mins ago
TH
Inside Sales Representative
The Heico Companies LLC
L'Orignal, ON
- Full-time
Receives all wire rod orders, trade and affiliate sales, has credit checked, analyses, reviews and obtains production approval, schedules for production, follows up on processing and…
Added 5 mins ago
GT
Cashier (Part-Time)
Giant Tiger
Oromocto, NB
- Part-time
Ensures a high level of customer service at the checkouts;
Added 5 mins ago
GT
Cashier (Part-Time)
Giant Tiger
Montreal, QC
- Part-time
Ensures a high level of customer service at the checkouts;
Added 5 mins ago
CSSR3
UFA Co-operative Ltd.
Grande Prairie, AB
Reporting to the Store Manager or Assistant Store Manager, the Customer Sales & Service Representative (CSSR) delivers exceptional customer service while supporting the sale of agricultural…
Added 5 mins ago
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Territory Representative, Hospitality Sales & Service
Ecolab
Corner Brook, NL · NL
- Full-time
Ecolab is seeking a Territory Sales and Service Representative to join our team in the Newfoundland market. As an industry leader, we need talented people like you to help us continue to…
Added 5 mins ago
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Renewals Representative
Fortinet
Ottawa, ON
- Full-time
In this position, you will be supporting all operational functions of the full Renewal Sales cycle. This includes interfacing, guiding, educating, supporting & transacting with Customers,…
Added 5 mins ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
Provide service and sales support to Financial Consultants and Portfolio Managers, responding effectively to all inquiries from current and prospective clients concerning MD products and…
Added 5 mins ago
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Full Time Sales Representative | St Laurent
TELUS
Ottawa, ON · Gatineau, QC · Hull, QC · Gloucester, ON · Nepean, ON
- Full-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 21 mins ago
MC
BDC REPRESENTITIVE
Mercedes-Benz Country Hills
Calgary, AB
- Full-time
Join the team at Mercedes-Benz Country Hills, where luxury, professionalism, and exceptional guest service are at the core of everything we do. We are currently seeking a Full-Time BDC…
Added 21 mins ago
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Outside Sale Representative (Remote with Travel)
Waste Solutions
Hamilton, ON
- Full-time
Outside Sales Representative (Remote with Travel)
Added 21 mins ago
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Technical Services Representative
Maple Leaf Foods Inc
New Hamburg, ON
- $71,000 to $103,000 CAD / year
- Part-time
The Technical Services Representative provides on-farm technical support to broiler producers within RWA/Organic programs, driving flock health, performance, and continuous improvement.…
Added 21 mins ago
DN
Technical Sales - Electronics Canada
Dyno Nobel
North Bay, ON
- Full-time
As a Technical Sales Representative, you will support the US Electronic Initiation Systems (EIS) business. You will be primarily focused on the ability to provide detailed product…
Added 35 mins ago
Delivery Driver
Vestis Uniforms and Workplace Supplies | Canadian Linen & Uniform Service | Québec Linge Service D’Uniformes
Vancouver, BC
If you enjoy working on various routes, physical work, driving and customer service, then this role is for you! Canadian Linen seeks a driven Relief Customer Service Representative to take…
Added 35 mins ago
Technical Sales Representative - Channel Sales
Vertiv
Mississauga, ON
This position will contribute to overall sales for the Vertiv Factory Direct office that covers greater Toronto and southwest Ontario. The Technical Sales Rep manages all sales activities…
Added 35 mins ago
Inside Sales Representative - Power
Vertiv
Mississauga, ON
VThis position will contribute to overall Power sales for Vertiv in the Greater Toronto and Southwest Ontario market. The Inside Sales Representative is responsible for supporting the sales…
Added 35 mins ago
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Business Development Specialist (BDR)
Pakfactory
ON · Markham, Ontario
- Full-time
PakFactory is seeking a Business Development Representative (BDR) to open new doors for our custom packaging business. You will be on the front lines of generating new opportunities:…
Added 35 mins ago
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Financial Planner
TD
Mississauga, ON
- Full-time
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Added 35 mins ago
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Outside Sales Representative – Lower Mainland, BC
Wagonmaster Group
Richmond, BC
- Full-time
You must have at least 2 years of recent, hands-on outside B2B sales experience. Experience in automotive products, automotive service, parts, maintenance or dealership sales is a strong…
Added 35 mins ago
SI
Leasing Specialist
Starlight Investments
Peterborough, ON
- Full-time
The leasing specialist is responsible to offer superior customer service to prospective residents and achieve overall high occupancy rates. Some travel within Canada may be periodically…
Added 36 mins ago
SI
Leasing Specialist
Starlight Investments
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The leasing specialist is responsible to offer superior customer service to prospective residents and achieve overall high occupancy rates. Some travel within Canada may be periodically…
Added 36 mins ago
II
Business Development Manager
i3 International
Richmond Hill, ON
- Full-time
…guidelines. Day-to-day responsibilities include managing a sales pipeline, tracking performance metrics, collaborating closely with marketing, product, and technical teams, and providing…
Added 50 mins ago
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Business Development Representative
Classic Fire + Life Safety
Amaranth, 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 50 mins ago
D
Personal Finance Advisor
Desjardins
Lorrainville, QC · Montreal, QC · Notre-Dame-du-Nord, QC · Témiscaming, QC · Caisse Desjardins du Témiscamingue
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 50 mins ago
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Customer Service Representative - UniFirst Canada
UniFirst
Mississauga, ON
- Full-time
We are currently seeking an entry level CUSTOMER SERVICE REPRESENTATIVE to:
Added 50 mins ago
EF
Part-Time Sales & Merchandising Representative for Maple Leaf - South Shore
Encore Field Marketing Solutions Inc.
Longueuil, QC · QC, Longueuil, CA-QC
- Part-time
At Encore, we possess the expertise in field sales to ensure our clients are successful in their most critical market channels. Going deep with few...being nimble and responsive for us is…

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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