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Added 43 mins ago
Part Time Sales Representative (Koodo) | Southcentre Mall
TELUS
Calgary, AB
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 57 mins ago
FI
Client Service Manager (Commercial Damage Insurance) - QUEBEC CITY
Federated Insurance Company of Canada
Quebec, QC
- Full-time
Provide support to the Client Service Representative team (training, coverage guidance, processes, etc.).
Added 57 mins ago
C
Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]
CIBC
Brampton, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 2 hours ago
DB
Part Time Bridal Sales
David's Bridal
Cambridge, ON
- $16 to $25.8 CAD / hour
- Part-time
…customers. Stylists are responsible for providing 5-Star Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling…
Added 2 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Approve Night Managers and/or Service Representative's pay sheets; ensure accuracy
Added 2 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Approve Night Managers and/or Service Representative's pay sheets; ensure accuracy
Added 2 hours ago
M
Full-Time Cashier / Line Cook
McDonald's
Brossard, QC
- Full-time
No experience needed, while previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always…
Added 2 hours ago
M
Part-Time Cashier / Line Cook
McDonald's
Brossard, QC
- Part-time
No experience needed, while previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always…
Added 2 hours ago
TH
Merchandising Execution Associate Part Time - 7255 Cranbrook
The Home Depot Canada
Cranbrook, BC
- 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
Customer Service Representative (Dimond Roofing, Hamilton)
Fletcher Building
Hamilton, ON
…branch is growing, and we’re looking for a motivated Customer Service Representative who enjoys solving problems, building relationships, and keeping things running…
Added 4 hours ago
C
Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]
CIBC
Mississauga, ON · Brampton, ON · Maple, ON · Woodbridge, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…
Added 4 hours ago
Maintenance
McDonald's
Gaspé, QC
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 4 hours ago
Maintenance
McDonald's
Matane, QC
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 4 hours ago
Maintenance
McDonald's
Amqui, QC
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 4 hours ago
Maintenance
McDonald's
Chandler, QC
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 5 hours ago
Guest Experience Leader
McDonald's
Fort Frances, ON
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 5 hours ago
VM
Field Sales Representative
Vantage Marketing Canada
Mississauga, ON
- Contract
Since 2009, Vantage Marketing Canada has grown from a group of students with a bold idea into Canada’s #1 summer sales experience, employing over 3,000 students across 20 cities…
Added 5 hours ago
Maintenance
McDonald's
Chatham-Kent, ON
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 5 hours ago
Maintenance
McDonald's
Chatham-Kent, ON
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 5 hours ago
Client Care Specialist
Property Law Firm CB LLP
Calgary, AB
…Customer Operations Specialist, Onboarding Specialist or Inbound Sales Development Representative, this is written for…
Added 6 hours ago
A
Business Development Representative
Anchorbase
Toronto, ON
- Full-time
Previous sales, customer service, business development, or startup experience is helpful, but not required. We care more about drive, judgment, communication, and coachability.
Added 7 hours ago
Territory Sales Representative, Implants
Dentsply Sirona, Inc
BC · Canada Home Office, BC
…relationships and business is a key priority. As a Territory Sales Representative, you serve as the front-line point of contact to our customers. You will work closely in developing strong…
Added 10 hours ago
CD
Business Development Manager
Consolidated Dealers Co-Op Inc.
Winnipeg, MB
- Full-time
Are you a hunter, relationship builder and driven sales professional who loves opening doors, winning new business and building lasting partnerships?

Desjardins

Wealth Management Advisor

Montreal, QC, Canada
Caisse Desjardins du Cœur-de-l'Île, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 25, 2026
Posting language: English
Posted: Nov 9, 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 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
Available to work 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

2026-11-24

Apply About employer

More about this job

Responsibilities

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

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least two years 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 advisory
Relationship management
Investment strategy
Risk management
Customer satisfaction
Interpersonal savvy
Financial services
Market trends
Sales
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 Advisor
Investments
Loans
Insurance
Mutual Fund Representative
Financial Services
Risk Management
Business Development
Client Relations
Hybrid Work
Pension Plan
Telemedicine
Market Trends

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