Find work in Canada.

320,818 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 22 mins ago
TC
Manager, Budget Services
The City of Guelph
Guelph, ON
- Other
…Budget Services provides leadership for the City’s operating and capital budget development processes, budget monitoring and variance reporting functions, and financial planning support to…
Added 52 mins ago
A
Personal Banking Advisor - Calgary West Springs
ATB
Calgary, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 52 mins ago
S
Beauty Advisor - Part Time
sephora.com
Fredericton, NB
- $17.65 to $22.05 CAD / hour
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition.The final pay…
Added 52 mins ago
S
Paid Services Beauty Advisor - Full Time
sephora.com
Edmonton, AB
- $17.5 to $20.6 CAD / hour
- Full-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition.The final pay…
Added 1 hour ago
EJ
Canada Registered Branch Associate Trainee
Edward Jones
Mississauga, ON
- Full-time
If you’re looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates are…
Added 1 hour ago
A
Senior Personal Banking Advisor - Edmonton Unity Square
ATB
Edmonton, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 1 hour ago
S
Paid Services Beauty Advisor - Full Time
sephora.com
Winnipeg, MB
- $18.3 to $21.55 CAD / hour
- Full-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition.The final pay…
Added 1 hour ago
M
Chercheur(euse) principal(e) - Apprentissage automatique / Senior Researcher - Machine Learning
Microsoft
Montreal, QC
- Full-time
As a Senior Researcher, you will play a crucial role in developing, improving, and exploring the capabilities of efficient, discovery-oriented AI coding models. Your work will have a…
Added 2 hours ago
D
Client Account Manager (12 Month Contract)
Deloitte
Toronto, ON
- Full-time
As a Client Account Manager at the Senior Manager level, you will work directly with Lead Client Service Partners and account leadership teams to shape account strategy, strengthen client…
Added 2 hours ago
D
Manager, Operating Model & Organizational Design (OM&OD)
Deloitte
Toronto, ON
- Full-time
Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support…
Added 3 hours ago
F/
Senior Human Resources Business Partner
FCC / FAC
Regina, SK
- Full-time
Growth: Learning and development opportunities to help you thrive
Added 3 hours ago
RI
Insurance Advisor Home & Auto - Advice Centre
RBC Insurance
Mississauga, ON
- Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 3 hours ago
A
Mid-Market Production Account Executive
Aon
Toronto, ON
- Full-time
Our Vision is to become the leading Mid-Market advisor delivering “differentiated & tailored” Risk & Human Capital client solutions bringing the best of Aon to Mid-Market clients and a…
Added 3 hours ago
A
Mid-Market Production Account Executive
Aon
Windsor, ON
- Full-time
Our Vision is to become the leading Mid-Market advisor delivering “differentiated & tailored” Risk & Human Capital client solutions bringing the best of Aon to Mid-Market clients and a…
Added 3 hours ago
A
Retirement Consultant - Defined Contribution Plans
Aon
Toronto, ON
- Full-time
You will work with a broad and diverse array of clients while working with a dynamic team of colleagues, leading and contributing to the day-to-day delivery of defined contribution…
Added 3 hours ago
A
Mid-Market Production Account Executive
Aon
London, ON
- Full-time
Our Vision is to become the leading Mid-Market advisor delivering “differentiated & tailored” Risk & Human Capital client solutions bringing the best of Aon to Mid-Market clients and a…
Added 3 hours ago
A
Mid-Market Production Account Executive
Aon
Burlington, ON
- Full-time
Our Vision is to become the leading Mid-Market advisor delivering “differentiated & tailored” Risk & Human Capital client solutions bringing the best of Aon to Mid-Market clients and a…
Added 3 hours ago
A
National Practice Leader, Contract Surety
Aon
Toronto, ON
- Full-time
…Infrastructure (C&I). Aon’s C&I practice is Canada’s largest surety and insurance brokerage firm with leading premium placement and over 150 dedicated colleagues and a national presence…
Added 3 hours ago
A
Retirement Consultant - Defined Contribution Plans
Aon
Montreal, QC
- Full-time
You will work with a broad and diverse array of clients while working with a dynamic team of colleagues, leading and contributing to the day-to-day delivery of defined contribution…
Added 3 hours ago
A
Account Manager, Commercial Risk
Aon
Montreal, QC
- Full-time
Respond to client and advisor inquiries either by telephone or by email
Added 3 hours ago
A
Senior Investment Consultant
Aon
Montreal, QC
- Full-time
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and…
Added 3 hours ago
A
Change Management Consultant
Affinity
Burnaby, BC
- Contract
Change leadership enablement: Assess DAS change leadership capabilities and support the development and delivery of change leadership learning, coaching, tools, and resources in partnership…
Added 3 hours ago
A
Retirement Consultant - Defined Contribution Plans
Aon
Quebec, QC · Greater Quebec City Metropolitan Area
- Full-time
You will work with a broad and diverse array of clients while working with a dynamic team of colleagues, leading and contributing to the day-to-day delivery of defined contribution…
Added 3 hours ago
A
Associate Partner, Investment Consulting
Aon
Montreal, QC
- Full-time
Ability to establish self as a trusted leader/advisor. Demonstrates strong client-facing skills with the ability to clearly articulate ideas, and information and to respond promptly and…
Added 3 hours ago
A
Retirement Consultant - Defined Contribution Plans
Aon
Ottawa, ON
- Full-time
You will work with a broad and diverse array of clients while working with a dynamic team of colleagues, leading and contributing to the day-to-day delivery of defined contribution…

Desjardins

Personal Finance Advisor

Quebec, QC, Canada
Caisse populaire Desjardins du Piémont Laurentien, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 17, 2026
Posting language: English
Posted: Oct 2, 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 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 – 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

2026-10-16

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and solutions that meet their goals. Additionally, you will drive business results by recommending investments, loans, and insurance products while balancing profitability and risk management.

Requirements

The role requires a college diploma in a related field and a minimum of two years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Interpersonal savvy
Strategic planning
Market trend analysis
Outreach
Communication
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
Hybrid Work
Pension Plan
Telemedicine
Customer Service
Financial Goals
Caisse
Equity
Diversity
Inclusion

Report this job