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Added 1 hour ago
A
District Manager, (HUNTER) Majors Accounts
ADP
Calgary, AB
- Other
As a Senior Sales Representative, Core Major Accounts (Hunter), you’ll be responsible for driving net‑new business by identifying, engaging, and closing strategic Human Capital Management…
Added 2 hours ago
SG
Senior Markets & Trading Risk Auditor
Societe Generale
Montreal, QC
- Full-time
…62 countries around the world. We have been supporting the development of our economies for more than 160 years by providing our corporate, institutional and individual clients with a broad…
Added 3 hours ago
P&
Customer Service Representative I
Parrish & Heimbecker, Limited
Mossleigh, AB
- Full-time
Proven sales and customer service skills, with a strong ability to execute strategic plans and maximize revenue potential
Added 3 hours ago
FF
Inside Sales Representative
Foresters Financial
Toronto, ON
- Full-time
The Inside Sales Representative (ISR) is responsible for increasing overall business results by promoting Canada Protection Plan and Foresters Financial products and services.
Added 4 hours ago
C
District Representative II
ChampionX
Provost, AB · Leased
- Full-time
Must have a valid Driver’s License and acceptable Motor Vehicle Record · Must have the ability to Lift/Push/Pull/Carry up to 55 pounds chest high
Added 4 hours ago
Account Manager
Sonepar
Kitchener, ON
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 4 hours ago
SE
Inside Sales Representative
Sager Electronics
Woodbridge, ON
- $50,000 to $97,000 CAD / year
- Full-time
…vision. Due to our continued success, we’re looking for an Inside Sales Representative with at least two years of related experience to join our Woodbridge, Ontario…
Added 5 hours ago
D
Wealth Management Advisor
Desjardins
Coaticook, QC · Caisse Desjardins des Verts-Sommets de l'Estrie
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 5 hours ago
Agronomy Lead North SK
Simplot
Meota, SK · Medstead, SK · Spiritwood, SK · North Battleford No. 437, SK · Meadow Lake No. 588, SK · Meadow Lake, SK · North Battleford, SK
…the mentoring, training, technical competency and personal development of the Agronomic Services team members and SGS Technical Service Representative 1, 2, and 3 personnel within the team.…
Added 5 hours ago
RE
Account Manager
Robertson Electric Wholesale
Kitchener, ON
- Full-time
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 6 hours ago
MF
Senior manager, Investment Specialist
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 6 hours ago
'
Sales Representative- Manitoba
''
Winnipeg, MB
- Full-time
- Temporary
Position Title: Sales Representative- Manitoba
Added 6 hours 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 6 hours ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Joliette, QC · Caisse Desjardins du Réseau de la santé
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 6 hours ago
D
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Charlesbourg
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 7 hours ago
Sales Representative
Sofina Foods Inc
Port Coquitlam, BC
Reporting to the Manager, Regional Field Sales Western Canada, the Sales Representative is responsible for driving profitable sales growth and execution excellence throughout the assigned…
Added 7 hours ago
D
Private Banker
Desjardins
Ottawa, ON
- Full-time
…participate in the growth of existing relationships and the development of new business relationships. Your role is to provide a high-end integrated offering for clients with complex and…
Added 8 hours ago
P
Customer Service Representative I
P&H
Mossleigh, AB
- Full-time
Proven sales and customer service skills, with a strong ability to execute strategic plans and maximize revenue potential
Added 8 hours ago
Technical Sales Representative
Lincoln Electric
Niagara-on-the-Lake, ON · Hamilton, ON
Sales, Marketing , Product Development , Market Research, Customer Service / Order Desk
Added 8 hours ago
N
Sr Analyst, Retail, Regional Finance
Nutrien
Calgary, AB
- Full-time
Work with the compensation department on monthly sales representative commission calculations and reporting
Added 8 hours ago
KM
(sr) Représentant(e) en ventes technologiques (Colombie Britannique)
Konica Minolta Business Solutions Canada
Burnaby, BC
- Full-time
Ideal for highly experienced sales professionals managing strategic named accounts and enterprise customers. Focuses on long-term account growth, complex solution selling, executive…
Added 9 hours ago
AP
Account Representative - Sudbury Region
Atlantic Packaging Products Ltd.
ON · Greater Sudbury / Grand Sudbury, ON
- Full-time
We are seeking a motivated and experienced Account Representative to manage and grow our customer base in the Sudbury region. This role is ideal for a relationship-driven professional who…
Added 9 hours ago
N
Sr Analyst, Retail, Regional Finance
Nutrien
Saskatoon, SK
- Full-time
Work with the compensation department on monthly sales representative commission calculations and reporting
Added 9 hours ago
Y
Senior Sales Development Representative
YuJa
Toronto, ON · North York, ON
- $70,000 to $75,000 CAD / year
- Full-time
As a Senior Sales Development Representative, you will build lasting relationships with clients, identify and create value, and drive revenue by prospecting new clients, while helping set…
Added 9 hours ago
AE
Aerie - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
Edmonton, AB
- Full-time
You have a passion for driving sales: As a key LOD (Leader on Duty), you're an expert at driving sales by maximizing Fitting Room and Salesfloor productivity and building guest loyalty…

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