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Added 17 mins ago
EF
Member Advisor (North Delta Branch)
Envision Financial
Delta, BC
- $46,900 to $50,200 USD / year
- Full-time
We are currently seeking a Member Advisor to join our team.
Added 17 mins ago
TA
Service Advisor
Trotman Auto Group
Abbotsford, BC
- Full-time
At Abbotsford Mazda, we support technicians, customers, and the entire dealership operation. As a Service Advisor, you’ll play a key role in ensuring a smooth workflow, exceptional service,…
Added 47 mins ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- Part-time
…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our 5-Step Selling Process, and performing duties related to the presentation…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Drummondville, 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 4 hours ago
MAC Artist/Beauty advisor - Part Time -Quartier Dix-30, Brossard, QC
Estée Lauder Companies
Brossard, QC
Added 4 hours ago
M
Cloud and AI Partner Solution Specialist
Microsoft
Goodwood, ON
- Full-time
You will develop and execute a Partner Solution Area Sales Plan with assigned partners, driving sales through co-sell strategies to achieve quarterly CSA (Clous Solution Area) FRA across…
Added 4 hours ago
U
Principal Sales Performance Coach
UKG
Remote, Canada
- Full-time
- Remote
As a Principal Sales Performance Coach at UKG, you will serve as a trusted advisor and strategic partner to sales leaders, managers, and sellers, helping elevate sales execution and improve…
Added 4 hours ago
NB
Banking Advisor
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 4 hours ago
Financial Advisor - Yonge & 16th (37.5 hours/week)
Scotiabank
Richmond Hill, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 4 hours ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Demonstrate a keen focus on prospecting and growing the advisor base, position PICTON’s strategies using a consultative sales approach and close new business.
Added 5 hours ago
NB
Financial Advisor
National Bank of Canada
Saint-Bruno, 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 5 hours ago
Member Advisor (North Delta Branch)
First West
Delta, BC
We are currently seeking a Member Advisor to join our team.
Added 5 hours ago
CI
Client Transaction Specialist
Colliers International
Toronto, ON
- Full-time
Independently prepare legal documents for advisor review, including agreements of purchase and sale, agreements to lease, letters of intent, amendment agreements, listing and commission…
Added 5 hours 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 5 hours ago
F
Director, Measurement & Analytics
Flywheel
Toronto, ON
- Full-time
…access to near real-time performance measurement and improve sales, share, and profit. With teams across the Americas, Europe and APAC, we offer a career with real impact, endless growth…
Added 5 hours ago
BC
Service Advisor
Bigfoot Crane
Abbotsford, BC
- Full-time
Bigfoot is a small, non-union company providing rentals, sales, and service for a diverse range of products, including Self-Erecting Tower Cranes, Traditional Tower Cranes, Construction…
Added 6 hours 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 6 hours ago
FA
Technical Sales Engineer - General Industry
FANUC America Corporation
Blainville, QC
- $93,000 to $138,000 CAD / year
- Full-time
The ideal candidate for the Technical Sales Engineer - General Industry position is a technically proficient and customer-oriented professional with a strong commercial mindset. This…
Added 6 hours ago
EF
Wealth Planning Specialist (Langley & Surrey)
Envision Financial
Langley (District), BC · Langley, BC
- Full-time
Sales and Service Strategy: Where applicable, provides comprehensive financial planning advice across a wide range of products and services to high-value current and prospective members,…
Added 6 hours 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 6 hours ago
Wealth Planning Specialist (Langley & Surrey)
First West
Duncan, BC
Sales and Service Strategy: Where applicable, provides comprehensive financial planning advice across a wide range of products and services to high-value current and prospective members,…
Added 6 hours 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 6 hours ago
BB
Associé(e) aux ventes - Mobile (Temps partiel) / Mobile Sales Associate (Part Time)
Best Buy Canada
Montreal, QC
- Part-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 6 hours ago
BB
Senior Computer Sales Associate
Best Buy Canada
Lethbridge, AB
- Full-time
You’ll love it here! We are hiring immediately for a senior sales associate, which we call a senior advisor at Best Buy. As a senior sales associate, you will be the face of Best Buy for…
Added 6 hours ago
BB
Associé(e) aux ventes - Mobile (Saisonnier(ère)) / Mobile Sales Associate (Seasonal)
Best Buy Canada
Montreal, QC
- Part-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…

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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