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Added 11 mins ago
AP
Accountant, Alberta House Building (Calgary, AB)
Anthem Properties
Calgary, AB
- Full-time
Prepare month-end (and quarter/year-end) financial reporting packages, including financial statements, management reporting, and supporting schedules
Added 11 mins ago
D
Senior Financial Accountant
d393669d-9d56-4e40-b1be-72d80a279bf9
Calgary, AB
- $70,000 to $100,000 CAD / year
- Full-time
We are seeking a highly motivated and experienced Senior Financial Accountant. In this role, you will be responsible for proper month-end closing, reconciling subledger accounts to general…
Added 11 mins ago
ES
Customer Success Manager (Budget)
Euna Solutions
ON · Oakville, Ontario
- Full-time
The Customer Success Manager has a strategic and supportive role within the Customer Success team at Euna Solutions, reporting to the Manager of Customer Success.
Added 11 mins ago
B
Business Technology Analyst, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · BMOPLACE
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 11 mins ago
B
Private Wealth Analyst, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 11 mins ago
IF
Workforce Planning Analyst
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000…
Added 11 mins ago
SH
Director, Central Region Cancer Programs
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
Reporting to the Regional Vice President, Cancer Services (Central), the Director, Central Region Cancer Programs provides strategic, operational, and regional leadership for the Central…
Added 11 mins ago
C
Executive Producer, Publishing (English Services) (On-Site)
CBC/Radio-Canada
Toronto, ON
- Full-time
This is a permanent, full-time position based in Toronto. You are part of the Audience Growth team, reporting to the Managing Editor, Publishing and Transparency.
Added 11 mins ago
Specialist, Corporate Security
CONA Services
Montreal, QC
…Coke Canada Bottling’s facilities. Located in Montreal and reporting to the Manager, national security, the Security Specialist works closely with Security staff and business partners…
Added 11 mins ago
Specialist, Corporate Security
CONA Services
Montreal, QC
…Coke Canada Bottling’s facilities. Located in Montreal and reporting to the Manager, national security, the Security Specialist works closely with Security staff and business partners…
Added 11 mins ago
Senior Manager, Global AML, Global Banking and Markets (Toronto, ON)
Scotiabank
Toronto, ON
Coordinates with First and Second Line stakeholders across Canada to support timely execution, transparent reporting and consistent management of material AML/ATF and sanctions matters.
Added 11 mins ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
Added 11 mins ago
T
Manager, Engineering (Small Business Card ART)
TD
Toronto, ON
- Full-time
7+ years proven experience as a Java Developer and Spring Boot with previous experience developing RESTful APIs (Node JS, Angular, Hibernate) and microservices.
Added 26 mins ago
BG
Financial Analyst
Brandt Group of Companies
Calgary, AB
- Full-time
The Financial Analyst is responsible for supporting business decision-making through financial planning, analysis, and reporting. This role prepares forecasts, analyzes variances, develops…
Added 26 mins ago
CC
Chief Technology & Strategy Officer
Cascadia Credit Union
Revelstoke, BC
- Full-time
· Develops frameworks and reporting mechanisms to measure progress against strategic objectives and key performance indicators.
Added 26 mins ago
PC
Finance Managed Services Senior Associate
PwC Canada
Calgary, AB
- Full-time
Hands on experience in accounting or finance, with a strong track record in financial reporting and/or management accounting
Added 26 mins ago
C
Vice President, Sales & Marketing
CYBERWELL
ON · Ontario, Canada
- Full-time
…government agency defending critical systems, or a tech or financial firm scaling securely - our team helps unify strategy, reduce complexity, and strengthen cyber resilience. Why it…
Added 26 mins ago
LD
Electrical Engineering Manager
Leonardo DRS
Bedford, QC
- Full-time
…electronics design activities in support of multiple projects. Reporting to the Naval Communication Electrical Engineering Manager, the Electrical Engineering Manager (EEM) in Halifax is…
Added 26 mins ago
GP
Sr. Network Designer Sr. Network Designer (Network Modernization Program)
Global Pharma Tek
ON · Ontario, Canada
- Contract
…management, compliance validation, incident response, and operational…
Added 26 mins ago
HR
Senior Financial Analyst
Hopewell Real Estate Services
Calgary, AB
- Full-time
Hopewell Development LP is seeking a Senior Financial Analyst to join our Accounting & Finance team in Calgary. Reporting to the Manager, Financial Analysis, this role supports investment,…
Added 26 mins ago
FH
Controller/Business Analyst
Fuze HR Solutions
Montreal, QC
- Full-time
The Controller is responsible for the day-to-day financial management of the company. This role oversees accounting, cash flow, budgeting, financial reporting and compliance while providing…
Added 26 mins ago
OD
Bookkeeper and Administrative Assistant
OTIVO Developments
Burnaby, BC
- Part-time
Maintain accurate financial records and assist with month-end reporting
Added 26 mins ago
NB
Associate Relationship Manager, Fund Services
National Bank of Canada
Toronto, ON
- Full-time
Produce operational reporting and metrics related to funds, assets, service activity, incidents and outstanding actions, while maintaining accurate client, fund and operational reference…
Added 26 mins ago
CM
Senior Bookkeeper
Corporate Minds Financial Ltd.
Vancouver, BC
- $55,000 to $75,000 CAD / year
- Full-time
Corporate Minds Financial Ltd. is a Vancouver-based back-office services firm supporting private and public companies, including companies preparing to go public, with bookkeeping,…
Added 27 mins ago
SL
Student, Quality Engineering Analyst (Winter 2027)
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
At Sun Life, we’re driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…

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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