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Added 11 mins ago
Beauty Advisor - Part Time
sephora.com
Kelowna, BC
$19.85 to $24.8 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 26 mins ago
Financial Security Advisor, Insurance- EN
RBC Insurance
Quebec, QC
Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 26 mins ago
Client Advisor- EN
RBC
Valleyfield, PE
Part-time
…a great career with us as a future Account Manager/Banking…
Added 26 mins ago
Client Advisor- EN
RBC
Longueuil, QC
Part-time
…a great career with us as a future Account Manager/Banking…
Added 26 mins ago
Client Advisor- EN
RBC
Vaudreuil-Dorion, QC
Part-time
…a great career with us as a future Account Manager/Banking…
Added 26 mins ago
Financial Security Advisor, Insurance- EN
RBC Insurance
Levis, QC
Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 27 mins ago
Human Resources Intern
Pembina Pipeline Corporation
Calgary, AB
…cyclical Talent Program execution, supporting summer student recruitment activities, responding to employee and leader inquiries through ServiceNow, maintaining knowledge resources,…
Added 41 mins ago
Coordinator, Region Office Operations, Kelowna, BC
IG Wealth Management
BC · British Columbia, Canada
Full-time
Advisor Network Support: Providing guidance on policies, procedures, and resources, including training on digital tools.
Added 41 mins ago
Talent Acquisition Specialist - Calgary
Transdev Canada
Calgary, AB
$70,000 to $75,000 CAD / year
Full-time
Build strong, trusted relationships with hiring leaders across Western Canada, becoming a valued recruitment advisor and business partner.
Added 41 mins ago
Senior Civil Project Manager
Dillon Consulting Limited
London, ON
Full-time
…external stakeholders? Are you a thought leader, a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation, this opportunity is for you! As someone with excellent…
Added 1 hour ago
Talent Acquisition Advisor
AtkinsRéalis
Mississauga, ON
Full-time
…to the future of nuclear innovation. As part of our dynamic recruitment team in Mississauga, you will play a key role in attracting top talent that supports our engineering, construction,…
Added 1 hour ago
Manager, Commercial Finance
Compass Group Canada
Mississauga, ON
Full-time
…intelligence–based tools may be used at certain stages of the recruitment and applicant screening…
Added 1 hour ago
Sr. Underwriting Specialist, ART and Fronting
Aviva Canada
AB · Alberta, Canada
Full-time
Act as a subject matter expert and trusted advisor, influencing business decisions and supporting strategic initiatives across the organization.
Added 1 hour ago
Human Resources Business Partner
FirstOntario Credit Union
Hamilton, ON
Full-time
The Human Resources Business Partner (HR Partner) is a trusted advisor and strategic business partner responsible for supporting leaders and employees across the organization. This role…
Added 2 hours ago
Conseiller(ère) beauté Beauty Advisor - Tom Ford
Holt Renfrew
Montreal, QC
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 2 hours ago
Senior Recruiter
Husky Technologies
Bolton, ON
Full-time
…and Talent Acquisition colleagues to deliver best-in-class recruitment strategies across a variety of functions and levels. As a trusted talent advisor, you will lead full-cycle…
Added 2 hours ago
Executive Producer
Toronto Hydro
Toronto, ON
Build strong partnerships with senior leaders, stakeholders, and external vendors, serving as a trusted advisor on content strategy, production planning, and communications initiatives
Added 3 hours ago
Project Support Administrator, Common Core Program
University of Calgary
Calgary, AB
Full-time
This position is part of the AUPE bargaining unit, and falls under the Specialist / Advisor Job Family, Phase 1.
Added 3 hours ago
Sr. HR Business Partner
Eclipse Automation
Cambridge, ON
Full-time
The Senior HR Business Partner is a trusted advisor to leaders within an assigned business portfolio and a collaborative member of the Human Resources team. The role provides hands-on,…
Added 3 hours ago
Senior Solution Architect
Manulife
Toronto, ON · Kitchener, ON
Full-time
…initiatives that enable business transformation. Acting as a trusted advisor, you will bridge business and technology, delivering innovative solutions and guiding modernization efforts.…
Added 3 hours ago
Associate
Royal Bank of Canada
North Battleford No. 437, SK · NORTH BATTLEFORD, Saskatchewan
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 3 hours ago
Bilingual Commercial Credit Advisor, Commercial Credit Adjudication - Agriculture
Royal Bank of Canada
Montreal, QC
Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 3 hours ago
Banking Advisor Intern
Royal Bank of Canada
Lethbridge, AB
Full-time
Executes advisor tasks within established guidelines, requiring minimal analysis or problem solving.
Added 4 hours ago
Tax Manager
Philip Morris International
Toronto, ON
$145,400 CAD / year
Full-time
You will act as a trusted in-house advisor, partnering closely with finance, business leaders, and global tax SMEs to manage tax risks, drive compliance excellence, and support key business…
Added 4 hours ago
Senior Financial Advisor - Fanshawe Park Road Branch - London, ON
Scotiabank
London, ON
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…

Desjardins

Wealth Management Advisor

Quebec, QC, Canada
Caisse Desjardins de Sainte-Foy, Canada

Job type: Full-time
Apply by: Oct 10, 2026
Posting language: English
Posted: Sep 22, 2026

Apply About employer

Applications open in a new tab.

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
Knowledge of current financial, economic, political and legislative events
Specialized knowledge of tax, financial and succession issues for individuals and businesses
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

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

2026-10-9

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients by providing personalized financial advice and integrated strategies to meet their goals. Additionally, you will manage business relationships, assess service quality, and stay informed on market trends to drive results and ensure client satisfaction.

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 strong knowledge of financial products and legislative standards.

Skills

Wealth management
Financial advisory
Relationship management
Investment strategy
Loan management
Insurance products
Risk management
Financial planning
Tax knowledge
Succession planning
Debt management
Customer service
Interpersonal skills
Market analysis
Compliance

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
Risk Management
Taxation
Succession Planning
Debt Management
Compliance
Mutual Fund Representative
Financial Cooperatives
Market Trends
Business Development
Financial Strategy
Hybrid Work

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