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Added 8 mins ago
C
Associate Financial Advisor
CIBC
Winnipeg, MB
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 8 mins ago
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Strategic Partnership Manager
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…relationships, optimizing third-party performance, and enabling strong business outcomes through strategic sourcing, contracting, partnership management and governance. You will collaborate…
Added 8 mins ago
Senior Financial Reporting Analyst | Great West
The Canada Life Assurance Company
Winnipeg, MB
The Senior Financial Reporting Analyst supports SAP-related business, accounting and financial reporting processes within Lifeco Global across Canada, Europe (UK, Germany, Ireland,…
Added 8 mins ago
Director, AI Wealth Enablement
The Canada Life Assurance Company
London, ON · Toronto, ON · ON · Mississauga Ontario, ON
…Intelligence in support AI use case implementation within the Wealth business. This role partners with business leaders to identify, shape, and validate AI opportunities, translating…
Added 8 mins ago
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Product Owner, Wealth Digital Experience
Fidelity Canada
Vancouver, BC · Mississauga, ON · Toronto, ON
- Full-time
Ability to understand client, advisor, and business needs and translate strategic objectives into action.
Added 8 mins ago
WORKFORCE CONSULTANT
City of Toronto
Toronto, ON
Reporting to the Advisor Strategic Workforce Development, as a Workforce Consultant you will coordinate a wide range of workforce and organizational development initiatives, solutions,…
Added 9 mins ago
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Senior Analytics Advisor
RigUp
Calgary, AB
- Full-time
We are is seeking an accomplished Senior Advisor, Analytics to translate complex operational and financial data into strategic insights that directly influence pipeline performance, safety,…
Added 9 mins ago
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National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
…data-driven insights to guide client decisions and align internal business goals of growing Commercial volume and…
Added 9 mins ago
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Director, Private Capital Investments
Kilmer Van Nostrand Co. Limited
Toronto, ON
- Full-time
Kilmer Group is a multi-generational platform for business development and investment, built on operational excellence, long-term stewardship, and trusted relationships. Headquartered in…
Added 9 mins ago
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Controller - ICI Roofing
Recruiting For Less
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
Negotiate Annual Business Insurance Renewal. Handle all insurance claims.
Added 9 mins ago
CW
Senior Workplace Design Specialist
CTI Working Environments Inc.
Mississauga, ON
- Full-time
…design-forward thinking to create spaces that produce measurable business outcomes - where teams can perform at their…
Added 9 mins ago
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H&M Sales Advisor
H&M
BC · West Vancouver, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 9 mins ago
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Growth Marketing Manager
Realtax Inc.
Newmarket, ON
- Full-time
…trust, strengthens existing relationships, and creates new business opportunities. You will bring structure to our marketing activities, establish repeatable processes, and develop a…
Added 9 mins ago
TI
Executive Assistant
TalentMinded Inc.
New Westminster, BC
- Full-time
…opportunity to improve processes that support a dynamic, scaling…
Added 9 mins ago
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Financial Controller
Genuine Comfort
Winnipeg, MB
- Full-time
…leadership, and a process improvement mindset to a growing business navigating increasing operational complexity. You will lead and develop the finance team, strengthen financial reporting…
Added 9 mins ago
HL
Director, IT - Virtù Hospitality
Harris Leadership Strategies
Winnipeg, MB
- Full-time
Virtu Hospitality is seeking a strategic and business-focused Director, IT, to oversee technology governance, cybersecurity, vendor partnerships, and digital transformation initiatives.…
Added 23 mins ago
Principal Strategic Deal Maker- Sales Executive
Capgemini
Mississauga, ON
…background, with the ability to identify, shape, and close strategic business and technology transformation opportunities across multiple industries. The individual will be viewed as a…
Added 23 mins ago
RB
Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
Royal Bank of Canada
Toronto, ON
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 23 mins ago
RB
Client Advisor
Royal Bank of Canada
St. John's, NL
- Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 23 mins ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
…coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where…
Added 23 mins ago
RB
Client Advisor
Royal Bank of Canada
Winnipeg, MB
- Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 23 mins ago
RB
Associate
Royal Bank of Canada
West Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 23 mins ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Toronto, ON
- 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 Assistant Branch…
Added 23 mins ago
RB
Financial Advisor
Royal Bank of Canada
Chatham-Kent, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 53 mins ago
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Senior Manager
Visa
Toronto, ON
- Full-time
Serve as a senior operational and technical advisor for Sponsor Banks and their fintech portfolios

Desjardins

Advisor, Personal

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 5, 2026
Posting language: English
Posted: Oct 27, 2026

Original job description

As a personal advisor, you help solicit and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help build and maintain business relationships with members and clients. You drive results by reviewing client requests and promoting and selling specialized products and services that meet client needs. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:

Establish an advisory relationship by identifying current and potential needs and supporting client retention
Advise members and clients on products, services and solutions and ensure their satisfaction
Analyze and meet client needs, handle requests and follow up as needed
Collect, compile and analyze data. Prepare reports and recommendations
Stay on top of the latest standards, products and services in your field

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

College diploma 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

2026-11-4

Apply About employer

More about this job

Responsibilities

You will solicit and develop business relationships while providing tailored financial services to members and clients. Additionally, you will analyze client needs, prepare recommendations, and promote specialized products to ensure satisfaction.

Requirements

Candidates must hold a college diploma in a related field and have at least one year of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is required.

Skills

Sales
Client service
Data analysis
Reporting
Interpersonal savvy
Customer focus
Action oriented
Nimble learning

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Advisor
Business Relationships
Financial Services
Client Retention
Data Analysis
Mutual Fund Representative
Hybrid Work
Customer Focus
Sales
Reporting
Pension Plan
Group Insurance
Telemedicine
Equity
Diversity
Inclusion

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