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Added 11 mins ago
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Senior Manager- Clean Economy
Deloitte
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…strategic projects on the path to becoming a trusted business advisor and to gain a broader view of business challenges and solutions beyond these ITCs. You will also have opportunities to…
Added 11 mins ago
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Machine Learning Educator
Amii (Alberta Machine Intelligence Institute)
AB · Edmonton, AB
- Full-time
…their understanding of artificial intelligence and machine learning? Does delivering engaging content in an online learning environment excite you? If this applies to you and you’re…
Added 11 mins ago
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Retail Sales Associate (Advisor) - Whistler
MEC
Whistler, BC
- $19.35 to $20.2 CAD / hour
- Internship
As an Advisor, you'll make MEC a great place to visit. You'll give exceptional member service by matching people with gear that suits their needs, and you'll share your real-world…
Added 11 mins ago
D
Senior Manager- Clean Economy
Deloitte
Fredericton, NB
- Full-time
…strategic projects on the path to becoming a trusted business advisor and to gain a broader view of business challenges and solutions beyond these ITCs. You will also have opportunities to…
Added 11 mins ago
D
Senior Manager- Clean Economy
Deloitte
Saint John, NB
- Full-time
…strategic projects on the path to becoming a trusted business advisor and to gain a broader view of business challenges and solutions beyond these ITCs. You will also have opportunities to…
Added 11 mins ago
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Director, Enterprise Risk Management
goeasy Ltd.
Mississauga, ON
- Full-time
Provide strategic risk advisory: Serve as a trusted advisor to senior leadership, providing insights, constructive challenge, and practical recommendations that balance business objectives,…
Added 11 mins ago
HR Advisor (Employee Relations)
Hudbay Minerals
Princeton, BC
Reporting to the Human Resources Superintendent, Employee Relations, the HR Advisor provides expert advisory services and support for the Copper Mountain Mine’s performance management…
Added 11 mins ago
US Corporate Tax - Toronto - Senior Manager
EY
Toronto, ON
As a US Tax Senior Manager in our U.S. Tax Practice, you will lead large and complex engagements, serving as a trusted advisor to multinational clients across public and private sectors.…
Added 26 mins ago
BG
Customer Support Advisor (CSA)
Brandt Group of Companies
Nisku, AB
- Full-time
Brandt Tractor Ltd is currently seeking a Customer Support Advisor (CSA) for our Nisku Truck and Trailer location.
Added 26 mins ago
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Strategic Lead – Transportation Planning & Strategy
Dillon Consulting Limited
Guelph, ON · Hamilton, ON · Kingston, ON · Kitchener, ON · London, ON · Oakville, ON · Ottawa, ON · Toronto, ON · Vaughan, ON · Windsor, ON · North York, ON
- Full-time
As a key senior resource, you will also serve as Project Director, Project Manager or Senior Advisor on multi-modal planning assignments, environmental assessments, secondary plans, transit…
Added 41 mins ago
BG
Représentant·e pièces et service | Heavy Equipment Parts & Service Advisor (CSA)
Brandt Group of Companies
Laval, QC
- Full-time
Brandt is currently seeking an Heavy Equipment Parts & Service Advisor (CSA) for our Laval Construction and Forestry location.
Added 41 mins ago
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Représentante des ventes d’équipements lourds – Division de la location | Heavy Duty Equipment Sales Representative - Rentals Division
Brandt Group of Companies
Laval, QC
- Full-time
…and pursue new opportunities while also acting as a trusted advisor to existing…
Added 41 mins ago
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Financial Advisor - Willowbrook Park, Langley BC
Scotiabank
Langley (District), BC · City of Langley, BC
- Full-time
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 56 mins ago
FC
Senior DevSecOps Engineer
Fintel Connect
Vancouver, BC
- Full-time
A rapidly growing organization with real career progression and continuous learning
Added 56 mins ago
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Senior Advisor, Management information
Desjardins
Aurora, ON · Mississauga, ON · Levis, QC · Montreal, QC
- Full-time
As a senior management information advisor, you help extract data and produce reports and indicators for the organization by developing and administering information systems. You analyze…
Added 56 mins ago
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Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 56 mins ago
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Insurance Advisor
BCAA
Kelowna, BC
- Full-time
We are currently hiring an Insurance Advisor based in our Kelowna Service Location!
Added 1 hour ago
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Technicien·ne d’équipement lourd | Service Technician - Shop
Brandt Group of Companies
Lac-des-Écorces, QC
- Full-time
Use computer applications and information systems (i.e. John Deere Service Advisor) to document maintenance, inspection, and diagnosis
Added 1 hour ago
BG
Territory Manager - Rentals (Surrey)
Brandt Group of Companies
Surrey, BC
- Full-time
…and pursue new opportunities while also acting as a trusted advisor to existing…
Added 1 hour ago
BG
Heavy Equipment Technician - Shop - Afternoon Shift
Brandt Group of Companies
Ottawa, ON · Carlsbad Springs, ON
- Full-time
Use computer applications and information systems (i.e. John Deere Service Advisor) to document maintenance, inspection, and diagnosis
Added 1 hour ago
BG
Représentant·e pièces et service | Customer Product Support Advisor
Brandt Group of Companies
Saint-Augustin-de-Desmaures, QC
- Full-time
Brandt Tractor Ltd is currently seeking a Customer Support Advisor (CSA) for our St-Augustin Construction and Forestry location.
Added 1 hour ago
SS
Sales Advisor
Sienna Senior Living
Whitby, ON
- Full-time
…community, and caring to life. In this capacity, the Sales Advisor plays a critical role in promoting and maintaining the occupancy of the retirement home by building relationships with…
Added 1 hour ago
Financial Advisor - future opportunity, Humboldt, SK
Scotiabank
Humboldt, SK
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
Financial Advisor - future opportunity, Winnipeg area
Scotiabank
Winnipeg, MB
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
Benefits Advisor
Pembina Pipeline Corporation
Calgary, AB
Pembina Pipeline Corporation’s Calgary office is looking for a Benefits Advisor to join our Human Resources team. Reporting to the Total Rewards Supervisor, this role offers an opportunity…

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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