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Added 16 mins ago
SP
Analytics Specialist SE (Commercial FINS & Canada) - Senior/Lead Solution Engineer
Salesforce Partner Canada
Vancouver, BC
- Full-time
Our Sales Organization is made up of the business segments below. Within these business segments, the teams sell across multiple verticals. There are also teams that sell specifically into…
Added 16 mins ago
SP
Lead, Account Solution Engineer/Manufacturing & Automotive
Salesforce Partner Canada
Montreal, QC
- Full-time
…with the customer empathy and business acumen of a trusted advisor. This dynamic role is pivotal in crafting innovative customer engagement strategies, demonstrating platform capabilities,…
Added 17 mins ago
HR
Beauty Advisor - Men's Fragrances
Holt Renfrew
Mississauga, ON
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 17 mins ago
Financial Service Advisor - Subaru
The Jim Pattison Auto Group
Winnipeg, MB
Jim Pattison Subaru on Regent is seeking an energetic, driven, tech-savvy, and personable individual to join our sales team as a Financial Services Advisor. If you’re committed to…
Added 17 mins ago
Sales Advisor - Subaru
The Jim Pattison Auto Group
Winnipeg, MB
Jim Pattison Subaru on Regent is seeking an energetic, driven, tech-savvy, and personable individual to join our sales team as a Product Advisor. If you’re committed to delivering excellent…
Added 17 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Pemberton, BC
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 17 mins ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Victoria, BC
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 17 mins ago
C
Associate Financial Advisor
CIBC
Westbank, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 17 mins ago
C
Associate Financial Advisor
CIBC
Penticton, BC · Nanaimo, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 17 mins ago
C
Associate Financial Advisor
CIBC
Kelowna, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 17 mins ago
S
Tableau Account Executive - Federal Canadian Gouvernment
Salesforce
Toronto, ON
- Full-time
You'll serve as a trusted advisor to your customers by understanding their unique challenges and goals. You'll consult on the Tableau platform, evangelize solutions that help customers…
Added 17 mins ago
RD
Branch Operations Manager
RBC Dominion Securities
AB · Edmonton, AB
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Branch…
Added 17 mins ago
SP
Tableau Account Executive - Federal Canadian Gouvernment
Salesforce Partner Canada
Toronto, ON
- Full-time
You'll serve as a trusted advisor to your customers by understanding their unique challenges and goals. You'll consult on the Tableau platform, evangelize solutions that help customers…
Added 32 mins ago
Client Solutions Advisor - Rockland Centre
Scotiabank
Montreal, QC
As a Client Solutions Advisors you’re results focused, driven, have strong sales acumen, and love meeting new people
Added 1 hour ago
V
Account Executive (Canada)
Verint
Canada
- Full-time
…cross-functional collaboration with internal partners including Pre-Sales, Channel Partners, Sales Operations, Product, and Customer…
Added 1 hour ago
CI
Director, Product Strategy & Growth-- KUMDC6173915
Compunnel Inc.
Toronto, ON
- Contract
Champion the voice of the customer by incorporating sponsor, member, advisor and distribution insights into product strategy, design, and prioritization.
Added 1 hour ago
OF
Practice Management Specialist
Optimize Financial Group
Toronto, ON
- Full-time
…will help advisors better understand and leverage our CRM, advisor portal, and related tools while ensuring meetings remain focused, productive, and aligned with business objectives. This…
Added 1 hour ago
C
Insurance Lead
CGI
Toronto, ON
- Full-time
CGI is seeking a Vice President-Insurance Industry Advisor to join the newly formed Global Insurance Advisory & Innovation team, responsible for driving the growth and development of CGI's…
Added 1 hour ago
FA
Technical Sales Engineer - Automotive
FANUC America Corporation
Mississauga, ON
- $93,000 to $138,000 CAD / year
The ideal candidate for the Technical Sales Engineer - Automotive position is a technically proficient and customer-oriented professional with a strong commercial mindset. This individual…
Added 1 hour ago
Home Comfort Advisor
Reliance Home Comfort
Regina, SK
Must have reliable transportation
Added 1 hour ago
SL
Bilingual Consultant, Advisor Business Organization
Sun Life
Montreal, QC · Quebec, QC
- Full-time
The Bilingual ABOS Consultant drives growth and productivity for the Advisor Business Organizations (ABOS) team supporting Sun Life Financial Distributors (SLFD). The ABOS Consultant…
Added 1 hour ago
PC
Talent Acquisition Specialist
People Corporation
Winnipeg, MB · Toronto, ON · MB - PC Kenaston - Wpg
- Full-time
Foster strong relationships with hiring leaders and internal stakeholders, acting as a trusted recruitment partner and advisor.
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Coaticook, QC · Caisse Desjardins des Verts-Sommets de l'Estrie
- Full-time
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…
Added 1 hour ago
Senior Financial Advisor- 12 Month Mat Leave Coverage- St. George's Square Branch
Scotiabank
Guelph, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 1 hour ago
BM
Retail Sales Associates P/T – Upper canada mall
Brand Momentum
Newmarket, ON
- Part-time
The Chocolate Advisor plays a key role in delivering the Lindt experience on the sales floor. This position is responsible for providing personalized customer service, maintaining premium…

Desjardins

Wealth Management Advisor

Coaticook, QC, Canada
Caisse Desjardins des Verts-Sommets de l'Estrie, 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 30, 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 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
Knowledge of current financial, economic, political and legislative events
Knowledge of analysis of individual markets, business leaders, and the caisse's external environment
Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners
Knowledge of all products and services aimed at caisse members and those offered by
Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of the Desjardins business processes
Knowledge of service standards

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

2026-11-29

Apply on desjardins.wd10.myworkdayjobs.com 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 solutions. They collaborate with internal partners to design integrated strategies that balance client satisfaction with business objectives and 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 strong knowledge of financial products and tax issues.

Skills

Wealth management
Financial advising
Relationship management
Investment strategy
Debt management
Tax planning
Succession planning
Risk management
Customer service
Interpersonal savvy
Financial analysis
Market trends analysis
Compliance
Strategic planning
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 Services
Investments
Loans
Insurance
Mutual Fund Representative
Tax Planning
Succession Planning
Debt Management
Risk Management
Financial Cooperatives
Desjardins
Market Analysis
Compliance
Financial Strategy
Business Owners
Hybrid Work
Pension Plan

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Work requirements

Jobs in Canada