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Added 1 min ago
D
UI Designer, Research and marketing
Desjardins
Levis, QC · Montreal, QC
- Full-time
…through your initiatives and projects. You serve as a specialist advisor for the design, development and project teams regarding the content and visual identity of products. You interact…
Added 1 min ago
MK
MK Vaughan Mills ACC - Seasonal Sales Assistant
Michael Kors
Vaughan, ON
- Part-time
Act as a fashion advisor while demonstrating product knowledge
Added 15 mins ago
U
Human Resources Manager
Univeris
Toronto, ON
- Full-time
…Technology innovation is one of the cornerstones of Univeris' product development strategy and through its Evergreen approach to technology, new features and capabilities transparently…
Added 15 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
Key Words: Automotive Sales Representative, Auto Sales Consultant, Product Advisor, Vehicle Sales Consultant, Car Sales Representative, Sales Associate, Automotive Retail Sales, Sales…
Added 30 mins ago
U
Human Resources Manager
Univeris
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
…Technology innovation is one of the cornerstones of Univeris' product development strategy and through its Evergreen approach to technology, new features and capabilities transparently…
Added 30 mins ago
F
Strategic Account Manager - Rentals
Finning
Edmonton, AB
- Full-time
In this highly visible role, you will serve as a trusted advisor to key strategic customers, helping them solve complex operational challenges through innovative rental solutions. By…
Added 30 mins ago
VT
Senior Software Engineer
VitalEdge Technologies
London, ON
- $115,000 CAD / year
- Full-time
…to be the ERP thought leader in our space and a trusted IT advisor to all dealers and rental companies. Today, we have over 700 employee associates, offices on four continents, and…
Added 45 mins ago
J
Associate Counsel (Remote)
Jerry.ai
Remote, Canada
- $105,000 to $150,000 USD / year
- Full-time
- Remote
Operating across the U.S. and Canada brings a steady flow of commercial, regulatory, consumer protection, and product questions. As our Associate Counsel, you’ll report directly to our…
Added 1 hour ago
BG
Outside Sales Representative
Brandt Group of Companies
Prince George, BC
- Full-time
The Customer Support Advisor (CSA) is responsible for promoting and selling parts and services, as well as providing after sales support to new and existing customers.
Added 1 hour ago
Director, Securities Operations
The Canada Life Assurance Company
ON · Mississauga Ontario, ON
…managers and clients across IPC One, Private Wealth and the retail advisor environment. Reporting to the VP, Operations, you will lead a complex and evolving securities operation, ensuring…
Added 1 hour ago
GR
Customer Success Representative
Global Relay
Vancouver, BC
- Full-time
Acts as a trusted advisor: CSRs build strong relationships with customers, understand their needs and goals, and provide strategic guidance to help them achieve success
Added 1 hour ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
Key Words: Automotive Sales Representative, Auto Sales Consultant, Product Advisor, Vehicle Sales Consultant, Car Sales Representative, Sales Associate, Automotive Retail Sales, Sales…
Added 1 hour ago
RJ
Conseiller de vente - Boutique Rolex / Sales Advisor - Rolex Boutique
Raffi Jewellers Inc. Cambridge | Montreal | Waterloo
Montreal, QC
- Full-time
As a Sales Advisor, you will serve as the esteemed ambassador of the brand, embodying its values of excellence and quality. Your role is pivotal in delivering a world-class, personalized…
Added 2 hours ago
DI
AVP, Broker Marketing
Definity Insurance Company
Toronto, ON
- Full-time
Lead communications for key business priorities, including product launches, strategic initiatives, and capability enhancements.
Added 2 hours ago
BG
Outside Sales Representative
Brandt Group of Companies
Prince George, BC
- Full-time
The Customer Support Advisor (CSA) is responsible for promoting and selling parts and services, as well as providing after sales support to new and existing customers.
Added 2 hours ago
LE
Seasonal Beauty Advisor - Part Time - Market Mall
L'Occitane En Provence
Calgary, AB
- Part-time
- Temporary
…sensorial experience. With genuine hospitality, thoughtful product recommendations, and a passion for gifting, you will assist guests in discovering meaningful ways to celebrate the ones…
Added 2 hours ago
LE
Seasonal Beauty Advisor - Part Time - Bloor St
L'Occitane En Provence
Toronto, ON
- Part-time
…sensorial experience. With genuine hospitality, thoughtful product recommendations, and a passion for gifting, you will assist guests in discovering meaningful ways to celebrate the ones…
Added 2 hours ago
Pipefitter
Pembina Pipeline Corporation
Redwater
…operations that support North American energy markets, optimize product value, and deliver reliable service to customers while maintaining a strong commitment to safety, operational…
Added 2 hours ago
NC
Member Advisor 2
Northern Credit Union
Kenora, ON
- Full-time
…to announce that we are currently seeking a full-time Member Advisor 2 to join our team in…
Added 3 hours ago
LG
Seasonal Beauty Advisor - Part Time - Bloor St
L'OCCITANE Group (B Corp)
Toronto, ON
- Part-time
…sensorial experience. With genuine hospitality, thoughtful product recommendations, and a passion for gifting, you will assist guests in discovering meaningful ways to celebrate the ones…
Added 3 hours ago
LG
Seasonal Beauty Advisor - Part Time - Market Mall
L'OCCITANE Group (B Corp)
Calgary, AB
- Part-time
- Temporary
…sensorial experience. With genuine hospitality, thoughtful product recommendations, and a passion for gifting, you will assist guests in discovering meaningful ways to celebrate the ones…
Added 3 hours ago
PA
Automotive Parts Advisor
Pfaff Automotive Partners Inc.
Newmarket, ON
- Full-time
Audi Newmarket is looking for an experienced and highly organized Parts Advisor to join our team.
Added 3 hours ago
BE
Accounts Manager
Battlefield Equipment Rentals
Collingwood, ON
- Full-time
Provide rental, equipment, and building product quotations.
Added 3 hours ago
CG
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar Group
Montreal, QC
- Full-time
All new Sales Associates receive extensive classroom and field training, ensuring they are equipped with the product and industry knowledge needed to build market credibility, proudly…
Added 3 hours ago
C
Associate Investment Advisor- Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward tolerances. You will be engaged…

Desjardins

Personal Finance Advisor

Saint-Jérôme, QC, Canada
Prévost, QC, Canada
Mirabel, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Sep 29, 2026

Original job description

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 mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. 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

Bachelor's degree in a related field
A minimum of one year 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

2026-10-13

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting business relationships with clients to provide tailored financial advice and integrated strategies. Your role involves driving results by recommending investments, loans, and insurance products while ensuring sound risk management and high service quality.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Interpersonal savvy
Customer service
Market trend analysis
Strategic planning
Action oriented
Customer focus
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 Finance Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Client Relations
Mutual Fund Representative
Financial Planning
Business Development
Strategic Advice
Market Trends
Customer Satisfaction
Hybrid Work

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