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Added 22 mins ago
H
Psychologist PhD Senior
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Under the direction of the Program Manager, Kinetik Rehabilitation Services, and with clinical support from the Professional Leader of Psychology, the Senior Psychologist…
Added 22 mins ago
Public Trustee Representative
Government of Alberta
Calgary, AB
University graduation in a related field (e.g., Business Administration, Commerce, Accounting, Finance, Law, or Social Services) with a minimum of three (3) years progressively responsible…
Added 52 mins ago
Casual Registered Early Childhood Educator
Family Day Care Services
ON · Toronto, ON · Mississauga, ON · Brampton, ON · Caledon, ON · York, ON
Family Day Care Services is a non-profit, charitable organization with a long and distinguished history of providing high-quality early learning and child care services to children and…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
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
…is an outside, B2B account management position that provides field support including - training, guidance with starting new clients, inspections of Contractor performance and compliance…
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
…is an outside, B2B account management position that provides field support including - training, guidance with starting new clients, inspections of Contractor performance and compliance…
Added 4 hours ago
CF
Canadian Armed Forces Newspaper Editor / Journalist
Canadian Forces Morale and Welfare Services (CFMWS)
Saint-Jean-sur-Richelieu, QC · St-Jean
- Full-time
At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their…
Added 5 hours ago
VM
Field Sales Representative
Vantage Marketing Canada
Mississauga, ON
- Contract
…the Apple of pest control) - to bring premium home protection services to households…
Added 6 hours ago
CM
2026-053 - TFT Concurrent Disorders Case Manager (The Bridge)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 6 hours ago
CM
2026-060 - PFT Addictions Counsellor - RAAM (Picton)
Canadian Mental Health Association HPE
Prince Edward, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 6 hours ago
CM
2026-062 - PFT Program Manager, Regional Multidisciplinary Teams
Canadian Mental Health Association HPE
Prince Edward, ON · Quinte West, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 6 hours ago
CM
2026-063 - PFT Senior Financial Analyst
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 hours ago
NB
Account Representative
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
A career as an Account Representative at National Bank, your ability to work in synergy with a variety of partners will be a key asset. You’ll use your excellent customer service skills and…
Added 14 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Regina, SK
- Full-time
Territory Sales Representative with Leaf Filter
Added 15 hours ago
S
Sales Representative - Lubricant
Safety-Kleen
Toronto, ON
- $62,500 CAD / year
- Full-time
Safety-Kleen, a Clean Harbors company, is looking for a Lubricant Sales Representative to grow our branded Performance Plus Lubricants business. This is a full-time, permanent role.
Added 17 hours ago
SE
Service Technician - Barrie, ON
Stryten Energy
Barrie, ON
- Full-time
Actively promote point of sale items and allied products and services.
Added 19 hours ago
A
CEP, Design Engineering - CAP Hydro
ANDRITZ
Pointe-Claire, QC
- Full-time
Open positions in turbines, alternators, auxiliary services or dam gates engineering
Added 21 hours ago
TA
Sales Representative
The Acquisition Group
AB
- Full-time
Are you a goal-driven sales professional with a passion for helping people connect to innovative home services? Our client, a trusted and established TELUS vendor is currently hiring a…
Added 22 hours ago
Casual Tenant Support Worker (Balsam Place)
Connective
Kelowna, BC
Connective is a dynamic non-profit organization that provides innovative programming in the social services sector. We strive to create safe, healthy, and inclusive communities for all.
Added 1 day ago
U
Route Service Representative - UniFirst Canada
UniFirst
Fort McMurray, AB
- Full-time
At UniFirst Canada, we Always Deliver - for our customers and our people. As a Route Service Representative (RSR), you’ll be the face of UniFirst to our customers, building strong…
Added 1 day ago
HE
Outside Sales Representative
HighFire Energy Services
Redwater, AB
- Full-time
Role Description This full-time, on-site Outside Sales Representative role is based in Redwater, AB. The position is responsible for identifying and pursuing new business opportunities for…
Added 1 day ago
Junk Removal Specialist
1-800-GOT-JUNK?
Calgary, AB
Ready to build a high-energy career where every day is different? Join our Field Sales & Service Team and help us deliver exceptional customer moments and powerful service experiences.…
Added 1 day ago
Customer Experience Leader
1-800-GOT-JUNK?
AB
Ready to build a high-energy career where every day is different? Join our Field Sales & Service Team and help us deliver exceptional customer moments and powerful service experiences.…
Added 1 day ago
U
Représentant des ventes – Région d’Ottawa, ON et Gatineau, QC
USG
Montreal, QC
- Other
Soins de santé étendus (comprenant médicaments prescrits, soins de la vue et services professionnels paramédicaux)

Desjardins

Wealth Management Advisor

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

Full-time

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Job details

Job type: Full-time
Apply by: Nov 21, 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 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 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

2026-11-20

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 collaborate with partners to design integrated solutions while balancing client satisfaction, profitability, 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 advice
Relationship management
Investment strategies
Risk management
Customer service
Interpersonal savvy
Financial services
Market trends
Action oriented
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
Risk Management
Mutual Fund Representative
Financial Services
Client Relations
Business Development
Hybrid Work
Pension Plan
Telemedicine
Strategy

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