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Added 2 hours ago
GL
Senior Manager, Capital & Treasury
Gay Lea Foods
Toronto, ON · Etobicoke, ON
- Full-time
Purpose: Reporting to the Capital & Treasury Advisor, this position will lead the day-to-day execution of Gay Lea Foods’ treasury, financial risk management, and capital allocation…
Added 3 hours ago
C
Human Resources Advisor
Corbec
Drummondville, QC
- Full-time
Do you enjoy having a tangible impact on the daily lives of employees? We are looking for an HR Advisor for our new Drummondville plant, a versatile and committed individual who will be…
Added 4 hours ago
NB
Senior Tax Advisor
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Advisor – Investment Fund and ETF Taxation at National Bank means acting as a subject matter expert in a complex and constantly evolving field. You contribute to…
Added 5 hours ago
CB
Sales Associate - CosmoProf Store # 07376
CosmoProf Beauty
Brampton, ON
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 13 hours ago
IF
Conseiller(ère) au service à la clientèle |Québec
Impact Fulfillment Services
Ottawa, ON · Vanier, ON
- Full-time
Added 13 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Radville, SK
- Full-time
…that reflects our promise of reliable, customer‑focused, and quality‑driven…
Added 13 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Estevan, SK
- Full-time
…that reflects our promise of reliable, customer‑focused, and quality‑driven…
Added 14 hours ago
W
HSE Specialist II
Worley
Edmonton, AB
- Full-time
The HSE Advisor facilitates the safe performance of work. The aim of this role is to utilize professional judgement in assessing risk, reviewing risk and work practices, and determining the…
Added 15 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…values. We are dedicated to offering our customers the highest quality products and services and are looking for people with the inspiration and talent to develop with us as we pursue our…
Added 19 hours ago
DS
Manager, Maintenance & Renewal Services
Delta School District 37, British Columbia
Delta, BC
- Full-time
Monitor contractor performance, quality of work, schedule attainment, and compliance with safety requirements.
Added 19 hours ago
NB
Senior Advisor, Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor within the Strategy, Data and Performance team at National Bank means acting as a key contributor to the development and evolution of Digital Assets…
Added 21 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…values. We are dedicated to offering our customers the highest quality products and services and are looking for people with the inspiration and talent to develop with us as we pursue our…
Added 1 day ago
FH
Pharmacy Technician - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $36.26 CAD / hour
- Part-time
Our pharmacy team always aspires to improve and achieve the best possible care for our patients and improve their quality of life.
Added 1 day ago
CH
Advisor
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Reporting to the Manager, Medical Workforce, the Advisor plays an important role in physician workforce planning and recruitment across Covenant Health. Working closely with medical and…
Added 1 day ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Avonlea, SK
- Full-time
…that reflects our promise of reliable, customer‑focused, and quality‑driven…
Added 1 day ago
M
Seasonal Store Advisor
MEC
North Vancouver, BC
- $19.35 to $20.2 CAD / hour
- Temporary
…new things and plan new adventures – and as a Seasonal Store Advisor, you’ll be there to help make it all…
Added 1 day ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…values. We are dedicated to offering our customers the highest quality products and services and are looking for people with the inspiration and talent to develop with us as we pursue our…
Added 1 day ago
Fixed Operations Manager - Toyota Northshore
The Jim Pattison Auto Group
North Vancouver, BC
…upholding Toyota’s high standards for customer satisfaction, quality, and operational excellence (including Toyota Production System / Lean…
Added 1 day ago
H
Architecture Principal – Education, Science and Sport
HDR
Toronto, ON
- Full-time
The Principal will serve as a trusted advisor to clients and collaborate closely with regional and national leadership to strengthen HDR’s reputation as a premier design firm for…
Added 1 day ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 day ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 1 day ago
DC
Senior Environmental Engineer or Geoscientist
Dillon Consulting Limited
London, ON
- Full-time
We’re looking for a technical leader, trusted advisor and problem solver with a safety-first mindset and the desire to build strong teams to lead Ontario-based contaminated sites projects.
Added 1 day ago
BF
Health Safety Environment Coordinator
BAUER Foundations Canada Inc.
Richmond, BC
- $35 to $45 CAD / hour
- Contract
Work with HSE Director, BC Regional Director, BC Regional HSE Advisor, Project Managers and Site Supervisors to keep safety procedures maintained to a high standard.
Added 1 day ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 1 day ago
M
Tax Operations Representative
Manulife
Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
Reporting to the Manager of Tax Operations, the incumbent of the position is primarily responsible for handling advisor and customer interactions - including both outbound calls and…

Closed listing

Desjardins

Personal Finance Advisor

Sudbury, ON, Canada
Caisse Desjardins Ontario_Sudbury-Lasalle (MT), Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Oct 6, 2026
Posting language: English
Posted: Sep 25, 2026

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Original job description

Archived listing. The details below describe a past opening.

Temporary 12-month position

The work mode arrangement for the position is full-time on site.

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 is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:

Advise members and clients on the best strategies and work with them to identify expected results.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Participate in outreach activities and represent the caisse in the community.

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 from the Ontario Securities Commission
Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients

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

2026-10-5

About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide personalized financial advice and solutions. They must balance member satisfaction with business objectives, profitability, and prudent risk management.

Requirements

Candidates must hold a college diploma in a related field and possess at least two years of relevant experience. A mutual fund representative certificate from the Ontario Securities Commission is also required.

Skills

Financial advising
Relationship management
Investment recommendations
Loan processing
Insurance products
Risk management
Customer satisfaction
Communication skills
Interpersonal savvy
Market trends analysis
Financial planning
Strategic planning

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Reimbursement of telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Client Relations
Mutual Fund Representative
Ontario Securities Commission
Financial Planning
Business Development
Market Trends
Strategy
Customer Service
Banking

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