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
*
#LI-Hybrid
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
Trade Union (If applicable)
CAISSE DU LITTORAL GASPÉSIEN (40029 / Conv_Col_00116) (2015-12-23 - )Wealth Management Advisor • Caisse Desjardins du Littoral gaspésien
Posted Thursday, March 5, 2026 at 5:00 AM.Are you looking for a role where your expertise directly influences customer success? Do you love supporting growers and turning technical challenges into ... Show more
A leading insurance brokerage firm is seeking a Personal Insurance Advisor for their Niagara Falls office.This role involves servicing clients, selling policies, and preparing documentation.Candida... Show more
We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Start your career with Enterprise Mobility! We’re hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ... Show more
We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more
Join as a Benefits Communication Advisor and help families achieve peace of mind with reliable coverage.This remote role requires excellent communication to guide clients through their options.Your... Show more
Subsidized Health benefits available.We are more than just your local restaurant.We are a collection of hardworking small‑business owners.Did you know that from coast to coast, we serve delicious c... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Application Deadline: 04/30/2026.Job Family Group: Retail Banking Sales & Service.Join BMO – imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn... Show more
Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more
Are you a compassionate woman who’s had a healthy pregnancy and wants to help others experience the joy of parenthood?.Surrogacy4All helps Canadian women become .Full emotional, legal, and medical ... Show more
Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more
BMO recherche un Spécialiste hypothécaire pour aider les clients à réaliser leur rêve d'accéder à la propriété.Vous serez responsable de développer des relations de confiance, de gérer des demandes... Show more
We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more
Start your career with Enterprise Mobility! We’re hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ... Show more
