Jobs in Canada

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Added 1 hour ago
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[26-123] Program Manager - Temporary
SOURCES
Surrey, BC
- Temporary
Must possess a current Class 5 B.C
Added 1 hour ago
SM
AEOI Senior Associate
Standish Management UK
Halifax, NS
- Full-time
Exciting opportunity for an AEOI professional to join a growing regulatory team at a fund administration firm! The AEOI Senior Associate prepares and reviews FATCA and CRS reporting for…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Levis, QC · Caisse Desjardins de la Chaudière
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
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Director, Asset & Wealth Management, Portfolio Management
BMO
Toronto, ON · FCP
- Full-time
This position provides senior underwriting and execution expertise across sub-sectors including, but not limited to, Fund Finance (subscription facilities, NAV facilities, BDC financings),…
Added 2 hours ago
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Fellowship and Bursary Administrative Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Drafts letters advising Program Directors of competition results, confirms Pediatric Trainee Contribution Fund (PTCF) positions with divisions, and submits funding confirmation letters to…
Added 2 hours ago
BC
Director, Asset & Wealth Management, Portfolio Management
BMO Capital Markets
Toronto, ON
- Full-time
This position provides senior underwriting and execution expertise across sub-sectors including, but not limited to, Fund Finance (subscription facilities, NAV facilities, BDC financings),…
Added 3 hours ago
T
Associé/e, Services bancaires personnels (Temps plein)- Blainville, Seigneurie
TD
Blainville, QC
- Full-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 4 hours ago
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Senior Manager, Portfolio Governance & Delivery (IT Capital Projects)
Liberty
Oakville, ON
- $120,000 to $170,000 CAD / year
- Full-time
Added 4 hours ago
Senior Manager, Portfolio Governance & Delivery
Liberty Utilities
Oakville, ON
Added 5 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 5 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Richmond, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 5 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
White Rock, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 5 hours ago
T
Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Surrey, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 5 hours ago
T
Personal Banking Associate (Full time)- Blainville, Seigneurie
TD
Blainville, QC
- Full-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Victoria, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 6 hours ago
TC
Manager, Financial Reporting and Advisory Services - Mining
Treewalk Consulting Inc.
Remote, Canada
- $110,000 CAD / year
- Full-time
- Remote
No-Strings Learning Fund – We pay 100 % of your CPA modules, annual dues, and any pro-dev courses you choose - and we’ll never claw it back if you move on.
Added 6 hours ago
TC
Senior Manager, Financial Reporting and Advisory - Life Sciences
Treewalk Consulting Inc.
Remote, Canada
- $125,000 CAD / year
- Full-time
- Remote
No-Strings Learning Fund: We pay 100% of your CPA modules, annual dues, and any pro-dev courses you choose, and we’ll never claw it back if you move on.
Added 6 hours ago
TC
Manager, Financial Reporting and Advisory Services - US GAAP
Treewalk Consulting Inc.
Remote, Canada
- $110,000 CAD / year
- Full-time
- Remote
No-Strings Learning Fund: We pay 100% of your CPA modules, annual dues, and any pro-dev courses you choose, and we’ll never claw it back if you move on.
Added 6 hours ago
TC
Senior Manager, Financial Reporting and Advisory - Technology
Treewalk Consulting Inc.
Remote, Canada
- $125,000 CAD / year
- Full-time
- Remote
No-Strings Learning Fund: We pay 100% of your CPA modules, annual dues, and any pro-dev courses you choose, and we’ll never claw it back if you move on.
Added 7 hours ago
MC
Fund Development & Donor Relations Coordinator
MaKami College
Calgary, AB
- Full-time
The Fund Development & Donor Relations Coordinator provides administrative and operational support for the MaKami College Education Foundation’s fundraising and donor relations activities.…
Added 7 hours ago
Senior Manager, Pooled Investment Vehicles (International)
Scotiabank
Toronto, ON
…Global Wealth Management (“GWM”) with a focus on the mutual fund and ETF investment universe for Offshore and International Wealth operations. Support GIS Investment Strategy and…
Added 8 hours ago
VF
Branch Manager
Valley First
Kamloops, BC
- $100,800 to $129,200 CAD / year
- Full-time
Mutual fund license required depending on region
Added 8 hours ago
S
Senior Manager, Pooled Investment Vehicles (International)
Scotiabank
Toronto, ON
- Full-time
…Global Wealth Management (“GWM”) with a focus on the mutual fund and ETF investment universe for Offshore and International Wealth operations. Support GIS Investment Strategy and…
Added 8 hours ago
MU
Accounting Tech ll - Charitable Accounting, Financial Services
MacEwan University
AB · Edmonton, AB
- Full-time
Pulling various reports such as donation lists to a particular fund, spreadsheets tracking multiple years, multiple fundraising campaigns and multiple types of donations as well as…
Added 8 hours ago
HR
Accounts Payable Finance Clerk
Halton Regional Police Service
Oakville, ON
- Temporary
Responsible for general accounting duties related to accounts payable, board trust fund, cash receipts, credit card use, police auctions, training courses and clothing allowance.

Desjardins

Wealth Management Advisor

Levis, QC, Canada
Caisse Desjardins de la Chaudière, Canada

Full-time

Apply on desjardins.wd10.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 26, 2026
Posting language: English
Posted: Nov 11, 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

2026-11-25

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

The wealth management advisor develops and maintains trusting relationships with clients to provide tailored financial advice and solutions. They collaborate with experts to design integrated strategies 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 also required.

Skills

Wealth management
Financial advising
Relationship management
Investment strategy
Loan advisory
Insurance products
Risk management
Customer satisfaction
Interpersonal savvy
Market trends analysis
Financial services
Business development

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 Owners
Strategy Development
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Customer Focus
Action Oriented

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Work requirements

Jobs in Canada