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Added 15 mins ago
LC
Business Relationship Manager - Waterloo
Libro Credit Union
Waterloo, ON
- Full-time
…comprehensive financial solutions. The BRM acts as a trusted advisor to local businesses and agricultural producers, addressing both their business and personal banking…
Added 15 mins ago
F
Director, Measurement & Analytics
Flywheel
Toronto, ON
- Full-time
Build and maintain strong relationships with client stakeholders, acting as a trusted advisor on commerce and analytics strategies
Added 15 mins ago
OM
Associate Director, Search
Omnicom Media
Toronto, ON
- Full-time
Act as a trusted advisor on paid search and activation strategy
Added 15 mins ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
Experience as a Branch Compliance Officer, Branch Manager, Branch Auditor, Compliance Officer, or Financial Advisor in a mutual fund dealer or investment dealer firm is preferred
Added 30 mins ago
VF
Member Advisor (Princeton) Part-Time
Valley First
Princeton, BC
- Part-time
We are currently seeking a part-time Member Advisor to join our team in Princeton.
Added 45 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 45 mins ago
FW
Member Advisor (Princeton) Part-Time
First West
Princeton, BC
- Part-time
We are currently seeking a part-time Member Advisor to join our team in Princeton.
Added 45 mins ago
T
Senior Relationship Manager
TD
Vancouver, BC
- Full-time
Act as a trusted advisor expected to meet the needs of customers by providing creative products/solutions Actively use sales platforms to build a robust understanding of our…
Added 45 mins ago
E
Sr Advisor IT Systems
Enbridge
Calgary, AB
- Full-time
…excellence, innovation, and sustainable growth. We are seeking a Sr Advisor IT Systems who will be a key member of the Enterprise Marketing & Risk Management (MRM) team. In this role you…
Added 1 hour ago
Senior Craft Recruiter
PCL Construction
Edmonton, AB
Ensures workforce documentation, including résumés, personal and jobsite information, apprenticeship, safety tickets, etc. is filed appropriately in a confidential manner and in accordance…
Added 1 hour ago
SW
ScotiaMcLeod Investment Associate - Toronto
Scotia Wealth Management
Toronto, ON
- Full-time
As an Investment 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…
Added 1 hour ago
OC
Human Resources Business Partner
Options Consulting Solutions
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
Serve as a trusted HR advisor to business leaders on employee relations, policies, compliance and people matters.
Added 1 hour ago
N(
Academic Advisor, JR Shaw School of Business (Temporary)
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Do you have a passion for enabling students to fulfil their academic and career goals? We are looking for an Academic Advisor to provide individualized academic progression guidance and…
Added 1 hour ago
C
Director, Purchasing NA
CGT
Cambridge, ON
- $120,000 to $150,000 CAD / year
- Full-time
…objectives. Serve as the subject matter expert and professional advisor to CGT Management on all aspects of the organization’s Purchasing…
Added 1 hour ago
NA
Academic Advisor, JR Shaw School of Business (Temporary)
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
Do you have a passion for enabling students to fulfil their academic and career goals? We are looking for an Academic Advisor to provide individualized academic progression guidance and…
Added 1 hour ago
R
Training & Competency Assurance Advisor
Raise
AB · Edmonton, AB
- Full-time
Raise is currently hiring a Training & Competency Assurance Advisor on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work…
Added 1 hour ago
UO
Clinical Placement Operations Manager
University of British Columbia
Vancouver, BC · UBCV | Friedman Building (FRDM)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
Holds non-voting membership and acts as an advisor and resource on clinical education committees. Moves forward action items and policy decisions from the committee level.
Added 1 hour ago
D
Advisor, Personal
Desjardins
Quebec, QC
- Full-time
As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide services tailored to client needs in…
Added 1 hour ago
TU
Clinical Placement Operations Manager
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
Holds non-voting membership and acts as an advisor and resource on clinical education committees. Moves forward action items and policy decisions from the committee level.
Added 1 hour ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
The successful candidate will act as the Faculty Advisor to MRU's student-managed investment fund. The role involves working closely with fourth-year Finance majors to analyze industry…
Added 1 hour ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 1 hour ago
NS
Customer Account Executive II (Hybrid)
Nitro Software
Toronto, ON
- Full-time
Develop strong understanding of customers and serve as a trusted advisor
Added 1 hour ago
D
Manager, Indirect Tax Compliance
Deloitte
Calgary, AB
- Full-time
and be seen as a trusted business advisor. You will proactively identify relevant and valuable indirect tax
Added 2 hours ago
B
Director, FP&A (Revenue)
Benevity
Remote, Canada
- Full-time
- Remote
Act as a trusted advisor to the executive team, translating financial and operational data into recommendations
Added 2 hours ago
B
Director, FP&A (Revenue)
Benevity
Remote, Canada
- $156,800 to $206,750 CAD / year
- Full-time
- Remote
Act as a trusted advisor to the executive team, translating financial and operational data into recommendations

Desjardins

Advisor, Personal

Quebec, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 7, 2026
Posting language: English
Posted: Oct 30, 2026

Original job description

Temporary 12- Month Position

Should the temporary position become permanent, the selected candidate may have the opportunity to obtain the position on a permanent basis

As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide services tailored to client needs in accordance with current strategies and practices. You actively help develop and maintain business relationships with clients. You drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with current 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
Set goals and advise members and clients on the best solutions and strategies
Analyze and meet complex client needs, handle requests and follow up as needed
Collect, compile and analyze data. Prepare reports and recommendations
Oversee portfolios. Assess customer satisfaction and service quality, follow-up and make improvements as needed
Monitor the industry to stay on top of the latest trends, opportunities and best practices 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 three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
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)

FCDQ-MTL-SEPB 575 Garde de valeurs-Gestion privée (00008) (2015-01-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-6

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 balance sales objectives with prudent risk management and ensure high levels of client satisfaction through expert advisory services.

Requirements

Candidates must possess a college diploma in a related field and a minimum of three years of relevant experience. Proficiency in French is required, along with strong interpersonal skills and a customer-focused mindset.

Skills

Sales
Client needs analysis
Risk management
Financial advisory
Data analysis
Reporting
Portfolio management
Interpersonal savvy
Customer focus
Action oriented
Nimble learning
Negotiation
Strategic planning

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 Development
Client Retention
Financial Services
Risk Management
Portfolio Oversight
Data Analysis
Strategic Planning
Customer Satisfaction
Sales Objectives
Hybrid Work
Desjardins
Banking
Relationship Management
Advisory Services

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