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Added 11 mins ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
…one of Canada’s largest independent wealth management firms. Client range of net worths: between $25M and $3B+. They strategically limit new client engagements, onboarding a select number…
Added 11 mins ago
IP
Wealth Management Licensed Assistant
IG Private Wealth Management
Brandon, MB
- Full-time
Accurately enter client trades as directed by Advisor or client.
Added 11 mins ago
TS
VP, Debt Capital Markets, Corporate & Investment Banking
TD Securities
Toronto, ON
- Full-time
Develop and maintain senior client relationships with CFOs, Treasurers, and other corporate decision-makers, serving as a strategic advisor on capital structure, market conditions, and…
Added 11 mins ago
BC
Executive Advisor, Legal Services
Build Canada Homes | Maisons Canada
ON · Ontario, Canada
- Full-time
Added 11 mins ago
T
Advisor, Analytics Consulting
TransUnion
Burlington, ON
- Full-time
As an Advisor, Analytics Consulting, you will serve as the primary delivery lead for client-contracted analytics consulting engagements focused on credit risk management and business…
Added 13 mins ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- 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 13 mins ago
CL
Service Support Associate
Canada Life
Vancouver, BC
- Full-time
System updates related to client and advisor changes
Added 13 mins ago
GP
Business Development Sales Representative
Global Payments Inc.
Calgary, AB
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 13 mins ago
GP
Business Development Sales Representative
Global Payments Inc.
Markham, ON
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 13 mins ago
H
Senior Electrical Power Engineer
HDR
Vancouver, BC
- Full-time
…generation projects while serving as Owner’s Engineer and/or…
Added 15 mins ago
UO
Finance Partner
University of Alberta
Edmonton, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 15 mins ago
UO
Finance Partner
University of Alberta
Camrose, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 30 mins ago
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Toronto, ON · Ottawa, ON
…recommendations. These efforts are designed to deepen existing UHNW client relationships and support the acquisition of new UHNW…
Added 30 mins ago
T
Audit Manager II, Financial Crimes Audit, High Risk Areas (667)
TD
Toronto, ON
- Full-time
…a Financial Crime Professional, resilient, dynamic, trusted advisor and adaptive leader with knowledge and experience with facets of the Financial Crime Risk Management Program including…
Added 43 mins ago
SW
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
Vancouver, BC
- Contract
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 43 mins ago
C
Conseiller(ère) stratégique expert(e) en gouvernance, données et IA
CGI
Montreal, QC
- Full-time
We are seeking a Strategic Advisor with expertise in governance, data, and AI to support executive leadership, governance committees, and business stakeholders in defining visions,…
Added 43 mins ago
S
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Ottawa, ON
- Full-time
…recommendations. These efforts are designed to deepen existing UHNW client relationships and support the acquisition of new UHNW…
Added 45 mins ago
D
Personal Finance Advisor
Desjardins
Quebec, QC · Caisse Desjardins de l'Université 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 45 mins ago
D
Client Financial Services Agent
Desjardins
Saint-Boniface, QC · Caisse Desjardins de Saint-Boniface
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 45 mins ago
D
Personal Finance Advisor
Desjardins
Sainte-Adèle, 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 45 mins ago
D
Wealth Management Advisor
Desjardins
Saint-Alexandre-de-Kamouraska, QC · Saint-Pascal, QC · Caisse Desjardins du Centre Est de Kamouraska
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 45 mins ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
…operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the…
Added 45 mins ago
KS
Energy Sales Advisor (Part-Time/Full-Time)
Kognitive Sales Solutions
Leduc, AB
- Full-time
- Part-time
Educate customers on the features and benefits of our client’s energy plans and services, ensuring customers feel informed, supported, and confident in their decision.
Added 45 mins ago
KS
Energy Sales Advisor (Part-Time/Full-Time)
Kognitive Sales Solutions
St. Albert, AB
- Full-time
- Part-time
Educate customers on the features and benefits of our client’s energy plans and services, ensuring customers feel informed, supported, and confident in their decision.
Added 45 mins ago
Contracts Specialist
Swiss Re
Toronto, ON
Partner with stakeholders - collaborate closely with client managers, underwriting, pricing, claims, legal, and operations to clarify deal requirements, resolve ambiguity, and act as a…

Desjardins

Personal Finance Advisor

Sainte-Adèle, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 22, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

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 – 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

2026-10-21

Apply 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 also manage business growth by recommending investment, loan, and insurance products while ensuring sound 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 Autorité des marchés financiers is also required.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance products
Risk management
Customer satisfaction
Interpersonal savvy
Market trends analysis
Financial strategy
Outreach activities
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
Customer Service
Strategy
Market Trends
Banking

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