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Associate Financial Advisor
CIBC
Winnipeg, MB
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added just now
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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 1 min ago
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National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Identify opportunities for revenue growth, upselling, and cross-selling of services using a solution selling, data-driven approach, including educating the client on all OPENLANE services…
Added 15 mins ago
Principal Strategic Deal Maker- Sales Executive
Capgemini
Mississauga, ON
…projects, in pursuit of growing our Smart Meter and Smart Grid services. The individual would be expected to lead teams of consulting professionals that will deliver world class services to…
Added 15 mins ago
RB
Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
Royal Bank of Canada
Toronto, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 15 mins ago
RB
Client Advisor
Royal Bank of Canada
St. John's, NL
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 15 mins ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for…
Added 15 mins ago
RB
Client Advisor
Royal Bank of Canada
Winnipeg, MB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 15 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 15 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 15 mins ago
RB
Financial Advisor
Royal Bank of Canada
Chatham-Kent, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 15 mins ago
RB
Client Advisor
Royal Bank of Canada
South Cypress, MB · GLENBORO-SOUTH CYPRESS, Manitoba
- Part-time
Assists clients across all branch areas with everyday banking transactions, ensuring accurate service and adherence to client service standards while building operational knowledge.
Added 45 mins ago
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Senior Manager
Visa
Toronto, ON
- Full-time
The role partners closely with Account Teams across Client Services, Sales, Product, Operations, and Risk to drive Client Success outcomes aligned with Visa’s strategic priorities. In…
Added 45 mins ago
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Financial Advisor Intern
RBC
Richmond, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 45 mins ago
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Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
RBC
Toronto, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 45 mins ago
R
Client Advisor
RBC
St. John's, NL
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 45 mins ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Red Deer, AB
- Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance,…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Funding, Insurance, Investments, Learning Agility,…
Added 1 hour ago
NB
conseiller Bancaire
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Technical Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Technical Advisor in the Registration Department team at National Bank means acting as a specialist in regulatory requirements. It is through your data analysis and knowledge…
Added 1 hour ago
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Advisor, Securities
Desjardins
Hawkesbury, ON · Gatineau, QC
- Full-time
…members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas…
Added 1 hour ago
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Product Owner, Product management
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As Product Owner, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of products and services…
Added 1 hour ago
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Regional Vice President, Personal Banking, Toronto East & Pickering
BMO
Toronto, ON
- Full-time
Addresses escalated sales or relationship management issues to retain the business and provides strategic thinking to resolve the issue for the benefit of the client.

Desjardins

Advisor, Personal

Montreal, QC, Canada

Full-time

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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

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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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