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Added 1 hour ago
LL
Transportation Supervisor (Night Shift)
Lineage Logistics
Winnipeg, MB
- Full-time
Proven sales or customer-facing experience - able to confidently represent our services and identify business opportunities.
Added 2 hours ago
TG
manufacturer's sales representative
Top Grade Molds Ltd.
Mississauga, ON
- Full-time
Added 3 hours ago
CC
Donor Care Representative
Canadian Cancer Society
Vancouver, BC
- $48,000 CAD / year
- Full-time
We are seeking an enthusiastic and driven Donor Care Representative, in this role you will be an ambassador for all CCS supporters. You will be responsible for all (inbound) donor calls…
Added 3 hours ago
FC
Member Experience Representative - Repost
FirstOntario Credit Union
Burlington, ON
- Full-time
The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members'…
Added 3 hours ago
CC
Donor Care Representative
Canadian Cancer Society
Halifax, NS
- $48,000 CAD / year
- Full-time
We are seeking an enthusiastic and driven Donor Care Representative, in this role you will be an ambassador for all CCS supporters. You will be responsible for all (inbound) donor calls…
Added 3 hours ago
IA
CSH Supply Chain Supervisor
IMP Aerospace & Defence
Halifax, NS
- Full-time
Manage repairable material disposal, including customer approvals and certificates of destruction.
Added 3 hours ago
Water Distribution/Wastewater Collection Operator - Linear Systems
Halton Region
7 -
Responds to customer inquiries, complaints and concerns in a timely and professional manner.
Added 4 hours ago
EI
Territory Representative, Hospitality Sales & Service
Ecolab Inc.
Mississauga, ON · Richmond Hill, ON · Toronto, ON · Woodbridge, ON · Scarborough, Ontario
- Full-time
Our Institutional team enhances customer success in sectors like hospitality, foodservice, long-term care, commercial, education, and government by focusing on satisfied guests, protected…
Added 4 hours ago
C
Business Development Representative
Conexiom
Kitchener, ON
- Full-time
Builds and runs account-based plays that multithread 3–7 stakeholders per account, from Director through C-level, across Customer Service, Sales Operations, Supply Chain, Finance/AP, and IT.
Added 5 hours ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Thorold, ON
- Full-time
Passion for customer care demonstrated in previous professional experiences and a strong discipline for working in a customer-centric service organization. Experience in business…
Added 5 hours ago
BB
Service Coordinator
Bosch Building Technologies North America
Vancouver, BC
- Full-time
…plan that best meets client requirements. This position is customer facing and must be able to at all times create a customer-centric experience that promotes our trusted brand within the…
Added 5 hours ago
BI
Field Service Representative,
Baxter International Inc.
AB · Edmonton, AB
- Full-time
The Field Service Representative, with minimal supervision, inspects, services, repairs, upgrades or installs renal care equipment on which training has been provided. This work is…
Added 5 hours ago
AG
Field Representative - Alcoholic Beverages
Acosta Group
Cambridge, ON
- Full-time
Provide excellent customer service and maintain an effective working relationship with store staff to meet company and client objectives.
Added 5 hours ago
EM
Customer Service Representative - Prince George Airport
Enterprise Mobility
Prince George, BC
- Full-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Service/Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will…
Added 5 hours ago
A
Regional Sales Representative - Smart Buildings & Smart Power
ABB
QC · Saint-Laurent, Quebec
- Full-time
The Smart Building & Smart Power Regional Channel Representative manages the operational and partner-facing side of channel business. This role handles channel operations, inventory…
Added 5 hours ago
CC
Production Associate - Warehouse
Crane Carrier (Canada) Limited
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Company culture grounded in customer service and values its people
Added 5 hours ago
CS
Member Services Representative - Prince Albert, SK
CAA Saskatchewan
Prince Albert, SK
- Full-time
…protection. We have also been acknowledged for our excellent customer service, as noted by awards bestowed to us in this category by several reputable organizations. This honorable…
Added 5 hours ago
TH
Merchandising Execution Associate : Part Time - BEACON HILL
The Home Depot Canada
Calgary, AB
- 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 5 hours ago
CC
Parts Delivery Driver / Warehouse Associate
Crane Carrier (Canada) Limited
Cambridge, ON
- Full-time
Company culture grounded in customer service and values its people
Added 5 hours ago
TH
Merchandise Execution Associate Part Time - 7236 Timmins
The Home Depot Canada
Timmins, ON
- 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 5 hours ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Thorold, ON
- Full-time
Passion for customer care demonstrated in previous professional experiences and a strong discipline for working in a customer-centric service organization. Experience in business…
Added 6 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Regina, SK
- Full-time
Territory Sales Representative with Leaf Filter
Added 6 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Dartmouth, NS
- Full-time
Territory Sales Representative with Leaf Filter
Added 6 hours ago
LG
Field Canvassing Representative
LeafFilter Gutter Protection
AB · Edmonton, AB
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Territory Sales Representative with Leaf Filter
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LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Waterloo, ON
- Full-time
Territory Sales Representative with Leaf Filter

Desjardins

Wealth Management Advisor

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 5, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

The work mode arrangement for the position is full-time on site.

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
Advanced proficiency in Italian due to the nature of the duties or work tools or because the position involves interactions with Italian-speaking partners, members and/or clients
Available for travel between the various service locations

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

2026-12-4

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with affluent clients by providing expert financial advice on investments, loans, and insurance. Additionally, you will manage client satisfaction, monitor market trends, and collaborate with internal partners to design integrated financial strategies.

Requirements

The role requires a bachelor's degree in a related field and a minimum of two years of relevant experience. Candidates must hold a mutual fund representative certificate and possess advanced proficiency in both English and Italian.

Skills

Wealth management
Financial advisory
Relationship management
Investment strategy
Risk management
Interpersonal savvy
Customer focus
Financial services
Market trends
Sales
Insurance products
Loan advisory
Business development
Communication
Problem solving
Strategic planning

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 Advisor
Mutual Fund Representative
Investments
Loans
Insurance
Risk Management
Financial Services
Market Trends
Business Owners
Strategy Development
Portfolio Management
Financial Planning
Customer Satisfaction
Banking
Asset Management
Financial Analysis
Relationship Building

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