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Added 11 mins ago
OC
Financial Reporting Analyst
Options Consulting Solutions
Toronto, ON
- $85,000 to $95,000 CAD / year
- Full-time
You will work closely with internal teams and stakeholders, acting as a trusted advisor on what to measure, how to report it and what the numbers mean.
Added 26 mins ago
P
Manager, Financial Services, Digital Banking Operations, Consulting
PwC
Toronto, ON
- Full-time
At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs,…
Added 26 mins ago
LS
Medical Science Liaison (Nephrology)
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AB · Alberta, Canada
- Full-time
…mission is to provide exceptional Recruitment and Consulting Services to clients and candidates. We apply our experience and expertise to deliver solutions with a personalized approach that…
Added 26 mins ago
AC
Investment Advisor / Portfolio Manager
Acumen Capital Partners
Calgary, AB
- Full-time
Acumen is a client-focused firm providing comprehensive wealth management and capital
Added 41 mins ago
D
Property and Casualty Insurance Advisor
Desjardins
Ottawa, ON · Mississauga, ON · Burlington, ON
- Full-time
As a Property and casualty Insurance Advisor, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 41 mins ago
D
Advisor, Procurement and purchasing
Desjardins
Montreal, QC · Levis, QC
- Full-time
As a purchasing and procurement advisor, you help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services. You may be responsible…
Added 41 mins ago
C
Mobile Mortgage Advisor (Downtown Toronto, ON) - 100% Commission
CIBC
Toronto, ON
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 56 mins ago
Indigenous Relations Advisor
WSP
AB · Edmonton, AB
As an Indigenous Relations Advisor, you will support the implementation of WSP Canada’s Indigenous Relations Strategy and Indigenous Reconciliation Action Plan (IRAP), working closely with…
Added 56 mins ago
Financial Advisor - Hinton, AB
Scotiabank
Hinton, AB
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 56 mins ago
A
Customer Care Advisor - Insurance
Altis
Toronto, ON · North York, ON
- Full-time
We are seeking a dynamic Customer Care Advisor with an active LLQP license in good standing to join our team. In this role, you will establish and nurture meaningful client relationships,…
Added 1 hour ago
D
Premium Support Advisor (Portuguese Speaking)
Docebo
Remote, Canada
- $58,000 to $68,000 CAD / year
- Full-time
- Remote
As our Premium Support Advisor, you will serve as the dedicated technical co-pilot and trusted advisor for our most strategic enterprise accounts. You’ll step into the spotlight to untangle…
Added 1 hour ago
WU
Associate Director, Leadership Programs
Western University
London, ON
- Full-time
As our ideal candidate, you are a high-energy, client-focused professional with a passion for people, leadership development, and organizational improvement. You are an exceptional…
Added 1 hour ago
LS
Medical Science Liaison (Nephrology)
Lock Search Group
Vancouver, BC
- Full-time
…mission is to provide exceptional Recruitment and Consulting Services to clients and candidates. We apply our experience and expertise to deliver solutions with a personalized approach that…
Added 1 hour ago
B
Civil Engineer – Senior Level (Hybrid)
Barr
Saskatoon, SK
- $115,000 to $170,000 CAD / year
- Full-time
…feasibility, front-end, and detailed design stages); regular client communication and interface; working with clients and staff to prepare plans and execution strategies; preparing cost…
Added 1 hour ago
R
Banking Advisor
RBC
Shelburne, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
T
AVP, Legal - Operations and Business Management
TD
Toronto, ON
- Full-time
…day-to-day management and execution of key global Legal Operations services, including business management, strategic initiatives, portfolio coordination, vendor management, communications,…
Added 1 hour ago
M
Analyst, Trade Advisory Group
MNP
Montreal, QC
- Full-time
…professionals offers expanded scope of fiscal and regulatory advisory services for clients engaged in the import and export of tangible personal property. As a trusted advisor, your role…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
QC · Caisse Desjardins de Rouville
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Bécancour, QC · Deschaillons-sur-Saint-Laurent, QC · Caisse Desjardins de Gentilly-Lévrard-Rivière du Chêne
- Full-time
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…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Sainte-Marie, QC · Caisse Desjardins de La Nouvelle-Beauce
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
C
Financial Services Associate, Imperial Service
CIBC
Niagara Falls, ON · Niag.Falls-Lundys Lane&Leonard
- Full-time
…help high value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative…
Added 1 hour ago
C
Administrative Assistant - Mandarin Speaking (12 month Contract)
CIBC
Toronto, ON
- Full-time
Organizational Skills - Support the Investment Advisor by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
Legal Counsel - Disputes & Regulatory Lawyer
EY
Toronto, ON
…who are a respected and integrated part of our professional services firm, prioritizing a team environment in the GCO. As a member of Disputes and Regulatory teams, you will support the…
Added 2 hours ago
R
Private Banker
RBC
Calgary, AB
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…

Desjardins

Wealth Management Advisor

Bécancour, QC, Canada
Deschaillons-sur-Saint-Laurent, QC, Canada
Caisse Desjardins de Gentilly-Lévrard-Rivière du Chêne, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 1, 2026
Posting language: English
Posted: Nov 6, 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
Available for travel to all service centres of the Caisse located in Deschaillons-sur-Saint-Laurent, Fortierville, and Bécancour (Gentilly)
Available to work daytime hours, Monday through Friday, including one evening per week

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

2026-11-30

Apply About employer

More about this job

Responsibilities

The wealth management advisor develops and maintains trusting relationships with clients to provide tailored financial advice and investment strategies. They work with partners to design integrated solutions while balancing client satisfaction, business objectives, and risk management.

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 required, along with proficiency in French.

Skills

Wealth management
Financial advising
Relationship management
Investment strategy
Risk management
Customer service
Interpersonal savvy
Market trends analysis
Financial planning
Sales
Communication
Problem solving
Action oriented
Customer focus
Nimble learning

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
Loans
Insurance
Risk Management
Client Relations
Financial Planning
Mutual Fund Representative
Hybrid Work
Pension Plan
Telemedicine
Market Trends
Business Development

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