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Added 5 mins ago
IC
Application Developer – FASAT
Infotek Consulting Inc.
Canada
- Contract
Application Developer – FASAT / Advisor Compensation
Added 5 mins ago
BS
Product Marketing Manager
Bushbalm Skincare
Ottawa, ON
- Full-time
Stage-gate support: Build the business cases, concept briefs, consumer validation and gate presentations for each stage of product development, and keep projects on schedule.
Added 5 mins ago
CB
Production Assistant
Cape Breton Job Board
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
…Products. We’re proud to be a 100% Cape Breton-owned and operated business. Since 1973, City Print + has been a leader in the print industry in Atlantic Canada. In 2017, we expanded with…
Added 5 mins ago
MH
Enterprise Enablement Change Lead
Manitoba Hydro
Winnipeg, MB
- Full-time
…support complex change initiatives across project, divisional, business unit, and enterprise levels. The role is accountable for delivering change initiatives that align with organizational…
Added 5 mins ago
IS
Senior SQL DBA
Iris Software Inc.
Toronto, ON
- Contract
…fast, far-reaching digital transformations and achieve their business goals. A strategic partner to Fortune 500 and other top companies in financial services and many other industries, Iris…
Added 5 mins ago
B
Software Developer - ERP / Case Management (Peoplesoft HCM modules development experience)
Bevertec
Toronto, ON
- Contract
Job Role: Software Developer - ERP / Case Management (Peoplesoft HCM modules development experience)
Added 5 mins ago
GT
Procurement Analyst Coupa Admin S2P
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $35 to $40 CAD / hour
- Contract
Onsite Flexibility: Hybrid - 1–3 days per week in office (Wednesday and Thursday, plus the 4th Friday of every month; subject to change according to business needs)
Added 5 mins ago
FB
Department Manager - Collingwood
Farm Boy Inc.
Collingwood, ON
- $55,000 to $60,000 CAD / year
- Full-time
…customer service and guiding your department to achieve strong business results. Partnering closely with the Store Manager and Retail Specialist, you’ll bring strategy to life while…
Added 5 mins ago
SS
Head of Partnerships
Spectrum Search
Toronto, ON
- Full-time
Spectrum Search is partnered with an established legal technology business using artificial intelligence (AI) to expand access to consumer legal services. The company is seeking a Head of…
Added 5 mins ago
FB
Assistant Department Manager - Collingwood
Farm Boy Inc.
Collingwood, ON
- Full-time
Completion of a post-secondary program with an emphasis in business, plus a minimum of 1 year of progressively responsible supervisory or management experience in a similar role, or an…
Added 5 mins ago
U
Business Development Representative
UBILD
Toronto, ON
- Full-time
A clear path to grow your own book of business and your career with us
Added 5 mins ago
S
Sr. Manager, BU Finance
SiTime
Ottawa, ON
- Full-time
The Sr Finance Manager is a business-finance partner supporting BU Finance leaders with planning, forecasting, close, and decision support. The role owns analytics and management reporting,…
Added 6 mins ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
Our team helps insurers address financial reporting requirements by assessing the financial and business impacts of regulations, building implementation plans, and implementing relevant…
Added 6 mins ago
RH
Marketing Manager
Robert Half
Cambridge, ON
- $95,000 to $110,000 CAD / year
- Full-time
Bachelor's degree in Marketing, Business, or a related field.
Added 6 mins ago
S
Sr. Engineer, Staff Analog Design
SiTime
Ottawa, ON
- Full-time
…other functional teams, you will align technical solutions with business goals and drive projects from concept through successful execution in a collaborative, fast-paced…
Added 6 mins ago
DF
Credit Manager, Business Banking and Specialized Lending (12-month Contract)
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Contract
…specialists, Wealth Management advisors and Commercial and Business Banking Account…
Added 6 mins ago
C
Operations Officer - Experienced
CACEIS
Montreal, QC
- Full-time
Adresse commerciale et lieu de travail / Business Address and Employment Location: 700 Boul. René-Lévesque Ouest, Suite 300 Montréal QC H3B 1X8
Added 6 mins ago
FC
Director, Strategy, Planning & Performance
Federated Co-operatives Limited
Regina, SK
- Full-time
The Co-op Refinery Complex (CRC) is hiring a Director, Strategy, Planning & Performance on a permanent basis at our Refinery Business Office in Regina, SK.
Added 6 mins ago
FL
Product Engineer
Fairview Ltd.
Oakville, ON
- Full-time
Work across disciplines: Collaborate with teams throughout the business and see how engineering decisions influence product development, manufacturing and customer outcomes.
Added 8 mins ago
CH
Class 1FM Driver
Clean Harbors
Sainte-Catherine, QC
- Full-time
…based on factors such as location, experience, skills, and business needs. In addition to the base salary, some roles may be eligible for bonus or incentive compensation and a comprehensive…
Added 8 mins ago
H
Primary Health Care Manager Northeast 1
HealthCareersInSask.ca
La Ronge, SK
- Full-time
…strategy through the development and execution of operational and business plans, including cascading, monitoring, reporting, and course correction of same. The Manager demonstrates strong…
Added 8 mins ago
D
Expert Advisor, Financial Due Diligence
Desjardins
Montreal, QC · Quebec, QC · Complexe Desjardins Montréal
- Full-time
Added 8 mins ago
D
Advisor, Business strategies
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery;…
Added 8 mins ago
AI
Senior Landscape Architect
Architecture49 Inc.
Toronto, ON
- Full-time
…experience, skills, seniority, geographic location, performance, and business or organizational needs. The wage range provided in this job posting may be subject to change for business…
Added 8 mins ago
C
Financial Services Representative
CIBC
Toronto, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…

Desjardins

Personal Finance Advisor

Rimouski, QC, Canada
Caisse Desjardins de Rimouski, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 21, 2026
Posting language: English
Posted: Oct 6, 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)

CAISSE DE RIMOUSKI (60003 / CONV_COL_00064) (2019-02-07 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-20

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and integrated strategies. Your role involves driving results through the recommendation of investments, loans, and insurance products while ensuring 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 also required.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance products
Risk management
Customer satisfaction
Market trends analysis
Interpersonal savvy
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
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
Financial Planning
Market Trends
Business Development
Hybrid Work
Pension Plan
Telemedicine

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