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Added 29 mins ago
IG
Bilingual Service Rep
Insight Global
Montreal, QC
- $21 CAD / hour
- Full-time
2–3+ years of relevant experience within banking or financial services operations.
Added 59 mins ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
…management of staff teams and centre facilities, managing the financial stability, and fostering relations between Child Care and the larger UVic…
Added 59 mins ago
SA
Placement broker - Commercial insurance
Synex Assurance
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- Full-time
Hold a certificate in business damage insurance issued by the Financial Markets Authority;
Added 1 hour ago
MD
Financial Management Analyst - Management Analyst 4
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- Full-time
Working Title: Financial Management Analyst - Management Analyst 4
Added 1 hour ago
C
Associate Insurance Advisor III
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- Full-time
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Added 1 hour ago
CA
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- Full-time
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Added 1 hour ago
SA
Assistant commercial insurance broker
Synex Assurance
Laval, QC
- Full-time
Hold a business damage insurance license issued by the Financial Markets Authority;
Added 1 hour ago
PL
Project Control Specialist/Scheduler - PL#27020
Peter Lucas
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- $100,000 to $125,000 CAD / year
- Full-time
Work with procurement and contract teams to ensure vendor commitments align with project timelines and financial controls
Added 1 hour ago
SA
Commercial insurance account manager
Synex Assurance
Quebec, QC
- Full-time
Hold a business damage insurance license issued by the Financial Markets Authority;
Added 1 hour ago
SA
Commercial insurance account manager
Synex Assurance
Quebec, QC
- Full-time
Hold a business damage insurance license issued by the Financial Markets Authority;
Added 1 hour ago
BC
Client Executive – Real Estate
BFL CANADA
Toronto, ON
- Full-time
Our BFL Toronto office is located in beautiful downtown, in the core of the Financial District. Easily accessible by public transit, our office is close to a plethora of top-notch…
Added 1 hour ago
I
Controller
isgSearch
Toronto, ON · Greater Toronto Area, Canada
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- Full-time
Own month-end and year-end close, financial statements, accruals and variance analysis
Added 1 hour ago
BC
Producer/Commercial Insurance-Financial, Professional & Technology Services
BFL CANADA
Montreal, QC
- Full-time
We are looking for a Commercial Insurance Broker (Client Executive) to join our Financial, Professional and Technology Services team in our Montreal office!
Added 1 hour ago
SA
Commercial insurance account manager
Synex Assurance
Levis, QC
- Full-time
Hold a business damage insurance license issued by the Financial Markets Authority;
Added 1 hour ago
I
Group Finance Director
isgSearch
Windsor, ON
- $160,000 to $180,000 CAD / year
- Full-time
· Work closely with plant operations, supply chain, and other functional leaders to understand business priorities and provide financial insight and recommendations.
Added 1 hour ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Title: Senior Financial Analyst - Corporate Accounting
Added 1 hour ago
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Financial Manager - PLM (Product Line Mgmt)
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- Full-time
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Director, Finance (CSM)
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- Full-time
…Success Management strategy. This role provides leadership for financial planning, forecasting, performance analysis, governance, and decision support to drive profitable growth, improve…
Added 1 hour ago
MS
Senior Finance Manager, Accounting and External Reporting (can be Full Time OR 2 Year contract)
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- Full-time
Prepare and analyse reports on consolidated financial results, including liaising with various operational finance teams to understand the financial results of the respective business…
Added 1 hour ago
CA
Associate Insurance Advisor
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- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 1 hour ago
CA
Claims Representative I, Property
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We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 1 hour ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
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- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 1 hour ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
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- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 1 hour ago
CA
Associate Insurance Advisor II
Co-operators Assurance et services financiers
Chéticamp, NS
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 1 hour ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Bonnyville, AB
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…

Desjardins

Wealth Management Advisor

Mirabel, QC, Canada
Caisse Desjardins de l'Envolée, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 24, 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

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

2026-11-23

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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 balance client satisfaction with business objectives and risk management while collaborating with experts to design integrated financial solutions.

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.

Skills

Wealth management
Financial advising
Relationship management
Investment strategy
Risk management
Customer service
Interpersonal savvy
Market trend analysis
Financial services
Sales
Communication
Problem solving

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
Investments
Loans
Insurance
Mutual Fund Representative
Financial Services
Risk Management
Client Relations
Hybrid Work
Pension Plan
Telemedicine
Market Trends
Strategy Development

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