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Added 3 mins ago
Director General - North District
Legal Aid Ontario
North Bay, ON
Full-time
…relationship-building skills. You will apply your management skills and previous experience to provide leadership and vision to implement LAO’s Strategic Plan and annual business plans as…
Added 19 mins ago
Manager, Technology Strategy Consulting
Accenture
Calgary, AB
Full-time
An expert at advising clients on technology strategies to achieve their vision and operational goals. You have an abundance of energy and drive, resilience, and a passion for collaborating…
Added 33 mins ago
Senior Associate
Ignite Management Services
Vancouver, BC
Full-time
We will be the point of contact between you and Ignite Management during the recruitment process, acting as your trusted advisor and coach. We look forward to your interest.
Added 33 mins ago
Advisor, Health & Safety
Kinross Gold Corporation
Red Lake, ON
Full-time
Working with site leadership, employees, contractors, and Health & Safety team members, the advisor will support the development and implementation, audit, and continuous improvement of…
Added 33 mins ago
Receptionist
MNP
Duncan, BC
Full-time
…contributes to the success of the firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 1 hour ago
Service Advisor (Insurance), Contact Centre
BCAA
Burnaby, BC · *Member Contact Centre
Full-time
As a Service Advisor in our Member Contact Centre, you’ll be one of the first voices our customers hear when they’re seeking advice to protect their homes, travel the world, and ensure…
Added 2 hours ago
Manager, Technology Strategy Consulting
Accenture
Calgary, AB
Full-time
An expert at advising clients on technology strategies to achieve their vision and operational goals. You have an abundance of energy and drive, resilience, and a passion for collaborating…
Added 2 hours ago
Geotechnical Project Manager
Pinchin Canada
Toronto, ON
$80,000 to $100,000 CAD / year
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…opportunity to lead innovative projects, contribute to business development, and deliver sustainable solutions for our…
Added 2 hours ago
Health, Safety, Environmental & Training (HSET) Superintendent
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Full-time
Reporting to the Project Manager, and functionally to the HSET Manager of North America, the HSET Superintendent is responsible for leading and supporting the site HSET department, ensuring…
Added 2 hours ago
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 2 hours ago
Financial Advisor - Richmond Hill Main Branch - Richmond Hill, ON
Scotiabank
Richmond Hill, ON
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 2 hours ago
Senior Governance & Control Analyst-1
TD
London, ON · Toronto, ON · Markham, ON
Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 3 hours ago
RN Clinical Mentor - Emergency
Fraser Health Authority
Abbotsford, BC
$49.2 to $67.08 CAD / hour
Part-time
Facilitates staff learning and development by role modeling best practice nursing skills and related competencies. Promotes skill development and clinical decision making, answering…
Added 3 hours ago
Prospr Advisor
Sun Life
Montreal, QC · Sun Life Montreal Metcalfe
Full-time
Be part of a unique change!..At Sun Life Financial the client is at the center of everything we do. As an LLQP and IFIC certified Prospr Advisor your work will directly contribute to our…
Added 3 hours ago
Director, Manager Research & Oversight
Aviso Wealth
Remote, Canada
$135,000 to $170,000 CAD / year
Full-time · Remote
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Added 3 hours ago
Director, Manager Research & Oversight
Aviso Wealth
Remote, Canada
$135,000 to $170,000 CAD / year
Full-time · Remote
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Added 3 hours ago
Senior Advisor, Management information
Desjardins
Montreal, QC · Levis, 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 3 hours ago
Senior Advisor, Business strategies
Desjardins
Montreal, QC · Levis, QC
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 3 hours ago
Senior Advisor, Business strategies
Desjardins
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 3 hours ago
Personal Finance Advisor, Assigned Clientele
Desjardins
Laval, QC · Caisse Desjardins des Grands boulevards de Laval
Full-time
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…
Added 3 hours ago
Advisor, Securities
Desjardins
Laval, QC
Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 3 hours ago
Personal Finance Advisor
Desjardins
Notre-Dame-des-Prairies, QC · Joliette, QC
Full-time
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…
Added 3 hours ago
Senior Advisor, Business strategies
Desjardins
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 3 hours ago
Advisor, Business
Desjardins
Montreal, QC
Full-time
As a senior business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell business products and services…
Added 3 hours ago
Specialist, Client Services
CIBC
Toronto, ON
Full-time
As a member of the Croesus Support team, you will work closely with team members, internal partners, and external vendors to support the day-to-day functions and activities related to the…

Desjardins

Personal Finance Advisor

Notre-Dame-des-Prairies, QC, Canada
Joliette, QC, Canada

Job type: Full-time
Apply by: Oct 17, 2026
Posting language: English
Posted: Oct 1, 2026

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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

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

2026-10-16

Apply About employer

More about this job

Responsibilities

You will build and maintain trusting relationships with clients to provide personalized financial advice and integrated strategies. Your role involves recommending investments, loans, and insurance products while ensuring profitability and sound risk management.

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 advisory
Insurance product knowledge
Risk management
Client satisfaction
Market trend analysis
Interpersonal skills
Strategic planning
Financial services
Business development

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
Market Trends
Business Development
Hybrid Work
Pension Plan
Telemedicine

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