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Added 11 mins ago
LC
Asset Protection Representative
Loblaw Companies Limited
Mississauga, ON
- Full-time
We are hiring a full-time 11 month contract Asset Protection Representative at LSL #1003 – 5970 Mclaughlin Road, Mississauga, Ontario, L5R 3X9. This position requires open availability…
Added 11 mins ago
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Financial Services Representative - Mascouche
CIBC
Mascouche, QC
- Full-time
Client Service, Customer Experience (CX), Digital
Added 11 mins ago
Production Planner - FAL
Westerkirk
Calgary, AB
Two or more years of experience in production planning, manufacturing scheduling, material planning, production control, or a related manufacturing operations role.
Added 11 mins ago
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Production Support
WYLD
Pitt Meadows, BC
- $22 to $27 CAD / hour
- Full-time
…essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals…
Added 11 mins ago
Surgical Services Secretary - Operating Room
Women's College Hospital
Toronto, ON
Book complex tests, procedures and appointments to enhance the patient experience and clinic optimization
Added 11 mins ago
SE
HR Specialist
Schneider Electric
Montreal, QC
- Full-time
Provide HR support to employees and managers through phone calls, live chat, tickets, and email, delivering a consistent and positive customer experience.
Added 11 mins ago
BH
Sr. Supply Chain Representative - Order Management
BISSELL Homecare
Mississauga, ON
- Full-time
The Sr. Supply Chain Representative – Order Management reports directly to the Retail Accounts Supervisor. This position is responsible for interacting with assigned accounts, with…
Added 11 mins ago
PT
Electrician
Paladin Technologies
Quesnel, BC
- Full-time
Consistently provide high levels of customer service.
Added 11 mins ago
WC
Business Development Representative (2026-402-CP)
WoodGreen Community Services
Toronto, ON
- Contract
The Business Development Representative (BDR) is a critical frontline member of WoodGreen’s Corporate Engagement and Workforce Solutions Team. We are seeking candidates with experience in…
Added 11 mins ago
GB
Independent Sales Representative – Men’s Personal Care
GUCK Brands
Toronto, ON
- Full-time
No inventory investment required by the representative
Added 11 mins ago
TH
Merchandise Execution Associate Part Time - 7180 Winnipeg North
The Home Depot Canada
Winnipeg, MB
- Part-time
…organization, and display/signage maintenance designed to enhance the customer experience. MEAs execute merchandising strategies and ensure product is displayed correctly to drive sales and…
Added 11 mins ago
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Coordonnateur du service à la clientèle sur place/ Onsite Customer Service Coordinator
Transcat
Montreal, QC
- Full-time
The Onsite Customer Service Coordinator will serve as a conduit for information between operations, sales, and the customer. This role is responsible for communicating and coordinating with…
Added 11 mins ago
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Senior Client Services Coordinator
SGS
Lakefield, ON
- $27 to $29 CAD / hour
- Full-time
…Coordinator is a thought leader for the Minerals team, has the most experience, handles the largest clients/ projects, and leads special projects and programs to enhance customer…
Added 12 mins ago
TL
Sales Development Representative
The Leadership Agency
Toronto, ON
- Full-time
1–2 years of relevant work experience in a sales or customer-facing role
Added 12 mins ago
OH
Parts Representative
Omega Holdings
Ingersoll, ON
- $21 to $24 CAD / hour
- Full-time
The Parts Representative will support the company’s customers by identifying parts requirements, providing product and order information, processing parts orders, and resolving customer…
Added 12 mins ago
IS
Tier 2 I.T. Administrator
IMP Solutions
Halifax, NS
- Full-time
…candidate will bring strong technical expertise, excellent customer service skills, and a proactive approach to…
Added 12 mins ago
IS
Tier 1 Service Desk Associate
IMP Solutions
Halifax, NS
- Full-time
…consultants offer outstanding technical capabilities, solid business experience, and a commitment to customer-centered…
Added 12 mins ago
WG
Customer Service Representative
Watson Gloves
Calgary, AB
- Full-time
With 108 years of experience, Watson Gloves is North America’s single source for hand protection offering over 2,000 different styles to cover glove-use: at work, at home, at play. We are a…
Added 12 mins ago
EC
Reliability Manager
Electricity Canada
Ottawa, ON
- $75,000 to $80,000 CAD / year
- Contract
Work with reliability program participants in their respective committees to deliver value-add services while ensuring a positive customer experience.
Added 26 mins ago
TH
Merchandise Execution Associate Part Time - 7180 Winnipeg North
The Home Depot
Winnipeg, MB
- Part-time
…organization, and display/signage maintenance designed to enhance the customer experience. MEAs execute merchandising strategies and ensure product is displayed correctly to drive sales and…
Added 26 mins ago
M
Sales Enablement Coordinator
Manulife
Vancouver, BC · Toronto, ON · Waterloo, ON
- Full-time
Experience in or knowledge of the life insurance business and related products.
Added 26 mins ago
M
Manager Engineering
Manulife
Waterloo, ON
- Full-time
5–10 years of progressive management experience, including leadership experience in technology and within financial services and/or insurance environments.
Added 26 mins ago
TA
Sales Representative - Client TELUS
The Acquisition Group
Vancouver, BC
- Full-time
No sales experience? We hire for potential. Our team provides the training, coaching, and support you need to succeed from day one.
Added 26 mins ago
TA
Sales Representative - Client TELUS
The Acquisition Group
Langley (City), BC
- Full-time
No sales experience? We hire for potential. Our team provides the training, coaching, and support you need to succeed from day one.
Added 26 mins ago
AC
Member Service Representative I (Full-Time, Permanent) West End
Access Credit Union
Winnipeg, MB
- Full-time
Minimum of 1-year previous experience in customer/member service role

Desjardins

Wealth Management Advisor

Quebec, QC, Canada
Caisse Desjardins de Limoilou, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 30, 2026
Posting language: English
Posted: Nov 3, 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 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

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

2026-11-29

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and investment strategies. Additionally, you will manage business relationships, assess service quality, and represent the organization within the community.

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 also required.

Skills

Wealth management
Financial advisory
Relationship management
Investment strategy
Risk management
Customer service
Interpersonal savvy
Action oriented
Nimble learning
Market analysis

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
Investment
Loans
Insurance
Risk Management
Business Development
Client Satisfaction
Market Trends
Mutual Fund Representative
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Financial Strategy

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