Find work in Canada.

506,155 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 12 mins ago
V
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 12 mins ago
R
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 12 mins ago
R
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 12 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 12 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 27 mins 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 27 mins 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 27 mins 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 27 mins 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 27 mins 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 28 mins ago
D
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 28 mins ago
D
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 28 mins ago
B
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.
Added 28 mins ago
B
COORDINATOR, OPERATIONS SUPPORTS - ADVISORY SERVICES (Temporary, 6 months)
BDC
Montreal, QC
- Full-time
…recommend or initiate actions to stakeholders to ensure a seamless client experience with consulting project delivery. Be flexible to support other team members and adjust to changing…
Added 43 mins ago
C
Senior Partner, Learning & Talent Development
Croesus
Laval, QC
- Full-time
…professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under…
Added 43 mins ago
A
Partners in Performance - Performance Strategy Principal Director
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC · Regina, SK
- Full-time
…communities around the world. The sheer scale of our capabilities and client engagements and the way we collaborate, operate, and deliver value provides an unparalleled opportunity to grow…
Added 43 mins ago
R
Financial Advisor
RBC
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 43 mins ago
R
Client Advisor
RBC
Glenboro, MB
- 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 58 mins ago
CA
Human Resources Business Partner (Temporary: 18 to 24 months)
Chartright Air Group
Mississauga, ON
- Temporary
…turn-key aircraft management, aircraft maintenance and FBO services. Our commitment to safety, customer service, and operational excellence has established us as the leading provider of…
Added 58 mins ago
VD
Conseillère, conseiller – Santé, sécurité et mieux-être
Ville de Pointe-Claire / City of Pointe-Claire
Pointe-Claire, QC
- Full-time
Reporting to the Senior Business Partner - Human Resources, the incumbent of the Advisor – Health, Safety and Wellness position is responsible for providing guidance, coaching and necessary…
Added 58 mins ago
D
Senior Advisor, Data engineering
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, sorting and transparently mining data. You help develop, maintain,…
Added 58 mins ago
D
Advisor, Personal
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
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…
Added 58 mins ago
D
Personal Finance Advisor
Desjardins
Sainte-Julienne, QC
- 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 58 mins ago
Manager, Strategic Partnerships & Growth
Scotiabank
Ottawa, ON
…differentiated partnership propositions that deliver measurable client acquisition, revenue and enterprise value. Acting as a trusted advisor to internal and external stakeholders, the…
Added 58 mins ago
ScotiaMcLeod Senior Associate
Scotiabank
Montreal, QC
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…

Desjardins

Advisor, Personal

Montreal, QC, Canada
Complexe Desjardins Montréal, Canada

Full-time

Apply About employer

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

Report this job