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Added 2 hours ago
DR
Outside Sales Representative
DMC Recruitment Group
Vancouver, BC
- Full-time
They are looking to add a driven Outside Sales Representative to their team - someone who thrives in a relationship-based sales environment while still bringing a hunter mentality to grow…
Added 3 hours ago
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Field Service Representative
Hitachi
Kelowna, BC · (HE)Office_BC_Kelowna NEW
- Full-time
Engineering or associate’s degree, or equivalent technical/trade certification
Added 4 hours ago
R&
Project Manager - Derivatives Testing & Migration
Robertson & Company Ltd.
Toronto, ON
- Contract
…modernizing its operational and technology platforms to improve trade processing, reporting capabilities, and client servicing…
Added 4 hours ago
LC
Client Experience & Service Coordinator
LightForm Canada
Vancouver, BC
- Full-time
As a representative of a premium design brand, you'll play an important role in maintaining client satisfaction while balancing vendor relationships, company policies, and operational needs.
Added 4 hours ago
HE
Field Service Representative
Hitachi Energy
Kelowna, BC
- Full-time
Engineering or associate’s degree, or equivalent technical/trade certification
Added 4 hours ago
Student Records Representative
Government of Alberta
AB
Help shape a positive student experience! As a Student Records Representative, you’ll provide accurate, responsive support while helping students navigate important records, processes and…
Added 4 hours ago
MI
AI Engineer Student
Mawer Investment Management
Calgary, AB
- Full-time
Running models locally. Open-weight models on our own infrastructure: quantization, serving stacks, GPU and CPU memory trade-offs, throughput and latency measurement, and the practical…
Added 4 hours ago
MI
AI Orchestrator Student
Mawer Investment Management
Calgary, AB
- Full-time
Evaluate outputs for accuracy, source quality, reliability and usefulness; learn from user feedback and document important trade-offs
Added 5 hours ago
S
Journeyed Trade, Vehicles & Equipment Mechanic
SaskPower
North Battleford, SK
- Full-time
…facilities and infrastructure associated with the specific…
Added 5 hours ago
LC
Client Experience & Service Coordinator
LightForm Canada
AB · Edmonton, AB
- Full-time
As a representative of a premium design brand, you'll play an important role in maintaining client satisfaction while balancing vendor relationships, company policies, and operational needs.
Added 5 hours ago
Territory Manager, Implants
Dentsply Sirona, Inc
BC · Canada Home Office, BC
…relationships and business is a key priority. As a Field Sales Representative, you serve as the front-line point of contact to our customers. You will work closely in developing strong…
Added 5 hours ago
Territory Manager, Implants
Dentsply Sirona, Inc
BC · Canada Home Office, BC
…relationships and business is a key priority. As a Field Sales Representative, you serve as the front-line point of contact to our customers. You will work closely in developing strong…
Added 5 hours ago
A
Regional Sales Representative - Smart Buildings & Smart Power
ABB
Montreal, QC · Saint-Laurent, QC
- 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
TC
Project Manager | Construction
Turner Construction | Canada
Toronto, ON
- Full-time
Scheduling and managing subcontractor trade coordination meetings, preconstruction meetings and submittal review meetings.
Added 6 hours ago
O
Sr. AI Developer
OpenText
Waterloo, ON
- Full-time
Working independently within a team. You communicate trade-offs, surface risks early and follow through on the operational issues that emerge after a feature ships.
Added 6 hours ago
A
Customer Service Representative 12 Month Contract***Représentante, service à la clientèle
Aliaxis
CA - Veterans - Office
- Full-time
May have opportunity to make customer visits, attend industry events or participate in trade shows with prior sales manager and CSM approval.
Added 6 hours ago
CI
Customer Service Representative 12 Month Contract***Représentante, service à la clientèle
Canplas Industries Ltd
CA - Veterans - Office
- Full-time
May have opportunity to make customer visits, attend industry events or participate in trade shows with prior sales manager and CSM approval.
Added 6 hours ago
HS
Sales Representative
Healgen Scientific
Vancouver, BC
- Full-time
The Sales Representative is responsible for sales of within the global market. They are the principal point of contact between a business and its customers. Sales reps ensure current…
Added 6 hours ago
EI
Field Service Representative / Représentant(e) de service sur le terrain
Ecolab Inc.
Saguenay, QC
- Full-time
Ecolab is seeking a Field Service Representative (12 month Contract) where your hands-on skills and customer-first mindset will help shape a more sustainable future. You’ll be part of a…
Added 7 hours ago
Territory Manager, Implants
Dentsply Sirona, Inc
BC · Canada Home Office, BC
…relationships and business is a key priority. As a Field Sales Representative, you serve as the front-line point of contact to our customers. You will work closely in developing strong…
Added 7 hours ago
Territory Manager, Implants
Dentsply Sirona, Inc
BC · Canada Home Office, BC
…relationships and business is a key priority. As a Field Sales Representative, you serve as the front-line point of contact to our customers. You will work closely in developing strong…
Added 8 hours ago
P
Licensed Diesel Truck Technician/Mechanic I
Penske
Cambridge, ON
- Full-time
Proficiency in the use of all tools of trade (including welding equipment, diagnostic equipment, hand and power tools) required
Added 8 hours ago
3S
Technical Outside Sales Rep (Eastern Ontario)
3 Step Recruitment Inc.
ON · Ontario, Canada
- Full-time
Technical Outside Sales Representative - Eastern Ontario
Added 8 hours ago
M
Sr. Marketing Manager, Core Surgical Innovations
Medtronic
Brampton, ON · CAN-ON Brampton
- Full-time
Responsibilities may also include: coordinating trade show activities, website development, developing future e-commerce strategies, and tracking of marketing campaigns to evaluate results…
Added 8 hours ago
GG
Membership and Outreach Team Member
Gold's Gym - British Columbia
Vancouver, BC
- $18.25 CAD / hour
- Part-time
Gold's Gym BC is looking for an energetic, motivated, and results-driven Membership Sales Representative to join our team. If you're passionate about fitness, enjoy building relationships,…

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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