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Added 2 mins ago
A
Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
In this role, you will actively cultivate strategic partnerships, positioning our organization as a trusted advisor and partner and you will put the clients' needs at the forefront and seek…
Added 2 mins ago
LC
Outbound Capital Account Executive
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
We’re looking for a Capital Account Executive to join our GTM Financial Services Team in NoAM. You will be in charge of managing a book of retail customers. Your goal is to support the…
Added 2 mins ago
RB
Financial Advisor Intern
Royal Bank of Canada
BC · RICHMOND, British Columbia
- 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 2 mins ago
AY
Client Services Coordinator (CAN)
Avison Young Canada
AB · Edmonton, AB
- Full-time
…offering transaction, management, financial and consulting services. We’ve designed our corporate structure to best serve our clients by enhancing collaboration across our organization.Real…
Added 2 mins ago
HG
H&M Sales Advisor
H&M Group
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 17 mins ago
VC
Director, Project Accounting
Valard Construction
AB · Edmonton, AB
- Full-time
Act as a key financial advisor to divisional leadership and senior management
Added 32 mins ago
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Data & AI Transformation Director
PwC
Toronto, ON
- Full-time
Lead delivery of solutions leveraging: Microsoft Azure; Microsoft AI Foundry; Azure AI Services; Microsoft Fabric; Enterprise Data Platforms; Modern Analytics Solutions.
Added 32 mins ago
D
Senior Advisor, Operational risks
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 32 mins ago
D
Advisor, Procurement and purchasing
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a purchasing and procurement advisor, you help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services. Your responsibilities…
Added 32 mins ago
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Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
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…
Added 32 mins ago
D
Wealth Management Advisor
Desjardins
Longueuil, QC
- Full-time
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…
Added 32 mins ago
D
Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 47 mins ago
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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 47 mins ago
M
Strategic Partnership Manager
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Function as a trusted advisor, ensuring alignment with all Procurement policies, sourcing best practices, and enterprise standards related to contracting.
Added 47 mins ago
Senior Financial Reporting Analyst | Great West
The Canada Life Assurance Company
Winnipeg, MB
Great-West Lifeco Inc is a Canadian headquarter, international financial services holding company with interests in life insurance, health insurance, retirement and investment services,…
Added 47 mins ago
Director, AI Wealth Enablement
The Canada Life Assurance Company
London, ON · Toronto, ON · ON · Mississauga Ontario, ON
…where AI can improve outcomes and efficiency as related to advisor experience, dealer processes, compliance needs, and other wealth…
Added 47 mins ago
FC
Product Owner, Wealth Digital Experience
Fidelity Canada
Vancouver, BC · Mississauga, ON · Toronto, ON
- Full-time
…and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we…
Added 47 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 47 mins ago
H
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 48 mins ago
RI
Growth Marketing Manager
Realtax Inc.
Newmarket, ON
- Full-time
…strong foundation while embracing new technology, expanding our services, and exploring opportunities beyond Ontario. At Realtax, we take pride in the work we do, the relationships we…
Added 1 hour 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 1 hour ago
RB
Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
Royal Bank of Canada
Toronto, ON
- 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 1 hour ago
RB
Client Advisor
Royal Bank of Canada
St. John's, NL
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
…coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Winnipeg, MB
- Part-time
…a great career with us as a future Account Manager/Banking…

Desjardins

Advisor, Personal

Montreal, QC, Canada
Complexe Desjardins Montréal, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 6, 2026
Posting language: English
Posted: Oct 27, 2026

Original job description

As a personal advisor, you help serve, prospect for, 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 develop and maintain business relationships with members and clients. You drive results by reviewing special 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. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization and help negotiate agreements with clients. 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 specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special 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 two years 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

2026-11-5

Apply About employer

More about this job

Responsibilities

The personal advisor is responsible for developing and maintaining business relationships while providing tailored financial solutions to members and clients. They must also analyze client needs, promote specialized products, and ensure high-quality service standards are met.

Requirements

Candidates must possess a college diploma in a related field and at least two years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Client retention
Sales
Financial advisory
Data analysis
Reporting
Negotiation
Interpersonal savvy
Customer focus
Action oriented
Nimble learning

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

Personal Advisor
Business Development
Client Retention
Financial Products
Mutual Fund Representative
Data Analysis
Reporting
Negotiation
Customer Satisfaction
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Wellness Expenses
Telework Equipment
Equity
Diversity
Inclusion
Accessibility

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