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Added 3 mins ago
GP
Account Executive
Gather Packaging
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
Added 3 mins ago
ID
Call Centre Agent - Work at Home
Inspire Direct Marketing
Remote, Canada
- $20 to $24 CAD / hour
- Full-time
- Remote
Added 3 mins ago
Financial Advisor, Investment & Retirement Planning - College & Grace, Toronto
Scotiabank
Toronto, ON
…in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment…
Added 3 mins ago
Operations Manager, Scotia iTRADE - Toronto, ON
Scotiabank
Toronto, ON
Added 3 mins ago
K
Senior Customer Success Manager
KORE
Canada
- $93,772 to $118,738 CAD / year
…Internally, you will act as the voice of the customer with our sales, marketing, and…
Added 3 mins ago
K
Customer Success Manager
KORE
Canada
- $90,826 to $111,914 CAD / year
Added 3 mins ago
GF
Local Class 5 Delivery Driver (Nights)
Gordon Food Service
Rocky View No 44, AB · Rocky View County Calgary-Alberta-CGY
- Full-time
Added 3 mins ago
GF
District Sales Representative
Gordon Food Service
Winnipeg, MB
- Full-time
Added 3 mins ago
Sales Representative - Uniform
Cintas
Edmonton, AB
Are you ready to launch your career in sales and be another reason Cintas, a growing Fortune 500 company, has been named to both FORTUNE’s World’s Most Admired Companies and Selling Power’s…
Added 3 mins ago
GP
Account Executive
Gather Packaging
Toronto, ON
- Full-time
Added 3 mins ago
CG
Visitor Services Representative Part Time, at Assiniboine Park Conservancy
Compass Group Canada
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Part-time
Reporting to the Manager, Visitor & Retail Services, the Visitor Services Representative (VSR) will work within our various customer-service outlets in the park, including the Zoo,…
Added 3 mins ago
GF
District Sales Representative
Gordon Food Service - Canada
Winnipeg, MB
- Full-time
Added 3 mins ago
CG
Retail Services Representative Part Time at Assiniboine Park
Compass Group Canada
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Part-time
Reporting to the Manager, Visitor & Retail Services, the Retail Service Representative (RSR) will work within our various retail outlets in the Park, including the Zoo and the spectacular…
Added 3 mins ago
ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Sault Ste. Marie, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our Burford Ontario location.
Added 3 mins ago
GF
Local Class 1 Delivery Driver
Gordon Food Service - Canada
Grande Prairie, AB
- Full-time
Added 3 mins ago
JM
Senior Environmental Designer - Healthcare
Jack Morton Worldwide
Oakville, ON
- Full-time
Added 3 mins ago
CC
Route Service Representative
Cintas Canada
Kingston, ON
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 3 mins ago
GL
Financial Service Representative
goeasy Ltd.
Ottawa, ON
- Full-time
Added 3 mins ago
TH
Merchandising Associate Part Time (SAINT JOHN)
The Home Depot Canada
Saint John, NB
- Part-time
Added 3 mins ago
GL
Financial Service Representative
goeasy Ltd.
Mississauga, ON
- Full-time
Added 3 mins ago
GL
Financial Service Representative
goeasy Ltd.
Hamilton, ON
- Full-time
Added 3 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Are you excellent at managing and retaining B2B accounts? Do you also have strong selling skills for increasing sales within an account? If you answered yes, consider this opportunity with…
Added 3 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Are you excellent at managing and retaining B2B accounts? Do you also have strong selling skills for increasing sales within an account? If you answered yes, consider this opportunity with…
Added 3 mins ago
CC
Sales Representative - Uniform
Cintas Canada
AB · Edmonton, AB
- Full-time
Are you ready to launch your career in sales and be another reason Cintas, a growing Fortune 500 company, has been named to both FORTUNE’s World’s Most Admired Companies and Selling Power’s…
Added 17 mins ago
SE
Heavy Equipment Technician - Field
SMS Equipment Inc.
Paradise, NL
- Full-time

Desjardins

Wealth Management Advisor

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

Full-time

Apply About employer

Applications open in a new tab.

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

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 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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