Jobs in Canada

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Added 5 mins ago
NC
Member Associate
Northern Credit Union
Elliot Lake, ON
- Full-time
The Member Associate proactively ensures members receive exceptional service by identifying cross-selling opportunities and referring members to the appropriate sales representative,…
Added 5 mins ago
NC
Member Representative
Northern Credit Union
Elliot Lake, ON
- Part-time
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across…
Added 5 mins ago
'
Sales Representative- Manitoba
''
Winnipeg, MB
- Full-time
- Temporary
Position Title: Sales Representative- Manitoba
Added 5 mins ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Edmonton, AB
- Up to $15 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 20 mins ago
Customer Care Representative
Right Time Group of Companies
Toronto, ON
Belyea Brothers, a division of Right Time Heating and Air Conditioning is currently in search of a Customer Service Representative to join our team. This presents an excellent opportunity…
Added 20 mins ago
Parts & Service Sales Representative
Camions Excellence Peterbilt
Montreal, QC · Pointe-aux-Trembles, QC
Work Schedule: Monday to Friday (Day shift – 40 hours/week)
Added 21 mins ago
PP
Account Manager
Preston Phipps Inc
Dartmouth, NS
- Full-time
Since 1933, Preston Phipps Inc. has been a leading distributor and manufacturers' representative of Steam, Hot Water and Critical Air solutions across Canada. We are currently looking for a…
Added 21 mins ago
I
Seasonal Customer Experience Representative
Indigo
AB · Edmonton, AB
- $15 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 21 mins ago
HD
Sales
Humpty Dumpty Snack Foods
Hawkesbury, ON
- Full-time
Old Dutch Foods Ltd. is seeking a motivated, customer-focused Route Sales Representative to service retail accounts in Hawkesbury and surrounding areas. This is an independent role with…
Added 21 mins ago
MT
New Truck Sales Representative
Metro Truck Group
Hamilton, ON
- Full-time
The Metro Truck Group of companies is a full-service provider for all heavy truck and trailer needs. As our trusted brand continues to grow, Metro Truck Hino is looking for a motivated and…
Added 36 mins ago
D
Wealth Management Senior Advisor
Desjardins
Montreal, QC · Joliette, QC · Sorel-Tracy, QC · Baie-Comeau, QC · Repentigny, QC · Sept-Îles, QC · Saint-Hyacinthe, QC · Longueuil, QC · Saint-Georges, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
- Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.
Added 36 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Joliette, QC · Caisse Desjardins du Réseau de la santé
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 36 mins ago
D
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Charlesbourg
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 36 mins ago
CG
Administrative Assistant, Wealth Management
Canaccord Genuity Group Inc.
Edmonton, AB
- Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…
Added 50 mins ago
D
Bilingual Customer Care Representative (ENG/FRE)
Dynacare
London, ON
- Full-time
Shift: Day Shift, Monday - Saturday; 8am-4pm /9am-5pm on rotation 1 Saturday rotation 8am-12pm per month
Added 1 hour ago
SA
Sales Representative
Steele Auto Group
NS · Halifax, NS
- Full-time
Elevate your Sales career in the world of luxury automotive. At Audi Halifax, representing the globally recognized Audi brand means delivering an exceptional client experience at every…
Added 1 hour ago
SA
Sales Representative
Steele Auto Group
Halifax, NS
- Full-time
Steele Halifax Chrysler is looking for a Sales Representative to join our team in Halifax, Nova Scotia!
Added 1 hour ago
CO
Service Technician
Culligan of Canada
Medicine Hat, AB
- $22 to $25 CAD / hour
- Full-time
Culligan offers a full line of water treatment products for every problem. We provide the dependable service and technical expertise that has made Culligan the water solution choice for…
Added 1 hour ago
CC
Game Day Retail Associate Part Time Seasonal
Compass Canada
Edmonton, AB
- Part-time
Provide world class customer service through effective communication and creating the ultimate shopping experience for our fans as well as supporting additional back of house operations.
Added 1 hour ago
RC
Inside Sales Representative
Rexel Canada
Calgary, AB
- Full-time
As the Inside Sales Representative based in Calgary Main, AB, you will build relationships with our customers by assisting with any product inquiries, maintain the customer database and…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 1 hour ago
L
Financial Service Representative - LendDirect Office 1508
LendDirect
Oshawa, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 1 hour ago
NB
Banking advisor
National Bank of Canada
Quebec, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 1 hour ago
AS
Planpoint Sales Representative / Représentant(e) des ventes Planpoint
Agence SIX
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
Some experience selling or dealing with customers. Retail, restaurants, a call centre, a summer sales job or your own small business all count.
Added 1 hour ago
DA
Ignite Sales Development Program - Toronto, ON - July 2027
Daikin Applied Americas
Toronto, ON
- Full-time
Daikin Applied is currently hiring an Associate Account Representative for the Ignite Sales Development program in our Toronto office, with a start date in July 2027. As an Associate…

Desjardins

Wealth Management Advisor

Quebec, QC, Canada
Caisse Desjardins de Charlesbourg, 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 28, 2026
Posting language: English
Posted: Nov 13, 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

2026-11-27

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 drive results by recommending investments, loans, and insurance products while balancing client satisfaction with sound 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.

Skills

Wealth management
Financial advice
Relationship management
Investment strategy
Risk management
Customer satisfaction
Interpersonal savvy
Financial services
Market trends
Sales
Communication
Strategic planning

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
Financial Services
Risk Management
Client Relations
Mutual Fund Representative
Hybrid Work
Pension Plan
Telemedicine
Business Development
Market Trends
Financial Planning

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Work requirements

Jobs in Canada