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Added 12 mins ago
KP
Premier Merchant Support Representative
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- Full-time
…IT, Risk) to drive resolution and deliver seamless customer…
Added 12 mins ago
D
Wealth Management Advisor
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Added 12 mins ago
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Montreal, QC
…claims may be adjusted based on the successful candidate’s experience and qualifications. This role applies sound judgment to determine coverage, develop claim strategies, manage reserves,…
Added 12 mins ago
D
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- Full-time
…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…
Added 12 mins ago
D
Personal Finance Advisor
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- Full-time
…solutions to meet their financial goals. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results…
Added 27 mins ago
H
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Saskatoon, SK
- Full-time
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Added 27 mins ago
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Inside Sales Representative
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Markham, ON
Previous experience with CRM system, preferably SAP
Added 27 mins ago
C
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Barrie, ON · Guelph, ON · Hamilton, ON · London, ON · Mississauga, ON · Ottawa, ON · Toronto, ON · Gloucester, ON
- Full-time
As a Bodily Injury Claims Representative III you will be responsible for the investigation, negotiation and resolution of complex Bodily Injury Claims. You will contribute to our client…
Added 27 mins ago
KS
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- Full-time
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Added 41 mins ago
RB
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- Full-time
Execute all other trading for team members. (i.e. post client review portfolio changes, monthly AFT & RIF payments, on off EFTs & bank wires) – Trade Execution only
Added 56 mins ago
LC
Case Manager_FT-Contract
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Toronto, ON
- $57,007 to $71,647 CAD / year
- Contract
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Added 56 mins ago
IT
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- Full-time
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Added 56 mins ago
WC
Business Development Representative (2026-397-CP)
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The Business Development Representative (BDR) is a critical frontline member of WoodGreen’s Corporate Engagement and Workforce Solutions Team. We are seeking candidates with experience in…
Added 56 mins ago
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Business Development Representative (2026-402-CP)
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Toronto, ON
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The Business Development Representative (BDR) is a critical frontline member of WoodGreen’s Corporate Engagement and Workforce Solutions Team. We are seeking candidates with experience in…
Added 56 mins ago
IC
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ivari Canada
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- Full-time
Provide training, product updates, and strategic insights to distribution partners, advisors, and client-facing teams
Added 1 hour ago
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Investment Associate
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- Full-time
Execute all other trading for team members. (i.e. post client review portfolio changes, monthly AFT & RIF payments, on off EFTs & bank wires) – Trade Execution only
Added 1 hour ago
ScotiaMcLeod Administrative Associate, Laval
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Added 1 hour ago
SW
Payment Specialist
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- Part-time
…of appropriate team member when applicable. This may include client demographic information, time loss information, or other…
Added 1 hour ago
B
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Barrhead, AB
- Part-time
…on quality control, health and safety & striving to exceed client…
Added 1 hour ago
NB
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National Bank of Canada
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- Full-time
…use your analytical skills in order to offer a people-centric experience for branch…
Added 1 hour ago
NB
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…use your analytical skills in order to offer a people-centric experience for branch…
Added 1 hour ago
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- Full-time
…use your analytical skills in order to offer a people-centric experience for branch…
Added 1 hour ago
NB
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Added 1 hour ago
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HealthCareersInSask.ca
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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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