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Added 4 mins ago
G
Sales Representative
Geroquip
Quebec, QC
- Full-time
As a Sales Representative, you will play a key role in the company’s commercial development. You will act as a strategic partner to your clients and directly contribute to market share…
Added 1 hour ago
WC
Outside Sales Representative (Auto) - Brampton, ON
Wurth Canada
Brampton, ON
- $60,000 to $90,000 CAD / year
- Full-time
A day in the life of an outside sales representative:
Added 2 hours ago
AC
Gérant(e) de magasin -ACT
Alimentation Couche-Tard
Laval, QC
- Full-time
…full-time employees which may include Assistant Manager(s), Lead Representative(s) and Customer Service…
Added 2 hours ago
TO
Campaign Manager - Client Facing
Triumphs of Talent
Toronto, ON
- Full-time
We are looking for an Ad Success Representative to support a client in the digital advertising space. This role combines client relationship management, campaign operations, and performance…
Added 3 hours ago
TH
Merchandising Execution Associate Part Time - 7226 Parry Sound
The Home Depot Canada
Parry Sound, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 3 hours ago
TH
Merchandising Execution Associate Part-Time - 7052 Regina
The Home Depot Canada
Regina, SK
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 3 hours ago
PC
Pastry Cook
Parq Casino
Vancouver, BC
- $18 to $20 CAD / hour
- Full-time
Have solid problem solving, decision making, customer service, communication and sales skills
Added 4 hours ago
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Maintenance Manager Trainee
Penske
Boucherville, QC
- Full-time
-Liaises with Rental and Sales as appropriate
Added 4 hours ago
P
Sales and Operations Management Trainee
Penske
Surrey, BC
- Full-time
Penske will introduce you to our sales processes, leading-edge technology and winning company culture through ongoing training and mentoring to help cultivate the skills and expertise you…
Added 4 hours ago
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Sales and Operations Management Trainee
Penske
Quebec, QC
- Full-time
Penske will introduce you to our sales processes, leading-edge technology and winning company culture through ongoing training and mentoring to help cultivate the skills and expertise you…
Added 4 hours ago
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District Financial Manager
Penske
Delta, BC
- Full-time
…Business Plan by leading the district staff to complete the sales plan, vehicle inputs, payrolls, draft presentation slides etc. as outlined by the District…
Added 4 hours ago
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Sales and Operations Management Trainee
Penske
London, ON · Stoney Creek, ON
- Full-time
Penske will introduce you to our sales processes, leading-edge technology and winning company culture through ongoing training and mentoring to help cultivate the skills and expertise you…
Added 4 hours ago
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Lease Sales Representative
Penske
Winnipeg, MB
- Full-time
Join a fast paced, results-driven sales environment where your expertise drives strategic partnerships and revenue growth. As a Lease Sales Representative, you'll own your territory, while…
Added 4 hours ago
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Bilingual Sales and Operations Management Trainee Montreal Quebec City
Penske
QC · QC, Canada
- Full-time
Penske will introduce you to our sales processes, leading-edge technology and winning company culture through ongoing training and mentoring to help cultivate the skills and expertise you…
Added 4 hours ago
P
Sales and Operations Management Trainee
Penske
Cambridge, ON
- Full-time
Penske will introduce you to our sales processes, leading-edge technology and winning company culture through ongoing training and mentoring to help cultivate the skills and expertise you…
Added 4 hours ago
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Sales and Operations Management Trainee
Penske
Mississauga, ON
- Full-time
Penske will introduce you to our sales processes, leading-edge technology and winning company culture through ongoing training and mentoring to help cultivate the skills and expertise you…
Added 4 hours ago
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Sales and Operations Management Trainee
Penske
Toronto, ON · Scarborough, ON
- Full-time
Penske will introduce you to our sales processes, leading-edge technology and winning company culture through ongoing training and mentoring to help cultivate the skills and expertise you…
Added 4 hours ago
P
Sales and Operations Management Trainee
Penske
Surrey, BC
- Full-time
Penske will introduce you to our sales processes, leading-edge technology and winning company culture through ongoing training and mentoring to help cultivate the skills and expertise you…
Added 4 hours ago
P
Fleet Maintenance Fueler Washer
Penske
Quebec, QC
- Full-time
Prepare daily reports of fuel, oil, and accessory sales
Added 4 hours ago
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Fleet Maintenance Fueler Washer
Penske
Balzac, AB
- Full-time
Prepare daily reports of fuel, oil, and accessory sales
Added 4 hours ago
KS
Field Sales Representative- (Full-Time/Part-Time) - Peterborough,
Kognitive Sales Solutions
Peterborough, ON
- Full-time
- Part-time
Prior experience in customer service or sales is a bonus; drive and attitude matter more
Added 7 hours ago
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Member Service Representative (Part-Time)
FirstOntario Credit Union
St. Catharines, ON
- Part-time
Provide prompt, efficient and courteous transactional sales and service to members. Proactively assist members to ensure that their needs have been met and refer to other staff, as…
Added 7 hours ago
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Senior Account Manager - Financial Institutions
Corpay
Toronto, ON
- Full-time
…part of the application or interview process, please notify a representative of the Human Resources…
Added 7 hours ago
D
Personal Finance Advisor
Desjardins
Repentigny, QC · Terrebonne, QC
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.

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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