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Added 11 mins ago
C
Private Banking Advisor
CIBC
Ottawa, ON
- Full-time
…applicable to their financial situation. Be involved in the community through participation in business and industry associations, and aid in the development of a professional network…
Added 11 mins ago
Manager, Corporate Financial Reporting | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON
…end of 2024, our companies had over 32,250 employees, 106,000 advisor relationships, and thousands of distribution partners – serving approximately 40 million customer…
Added 26 mins ago
RB
Client Advisor
Royal Bank of Canada
Ladysmith, BC
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities…
Added 56 mins ago
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Everyday Banking Advisor - Edmonton Manning Crossing
ATB
Edmonton, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 56 mins ago
F
Senior Contracts Manager
Fluor
Calgary, AB
- Full-time
…reimbursable cost, and unit price agreements. Serving as a trusted advisor and competent hands-on contracts manager, this role ensures contractual compliance, mitigates risk, and drives…
Added 1 hour ago
WF
Insurance Advisor
Western Financial Group
Brandon, MB
- Contract
Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than…
Added 1 hour ago
AW
Bilingual Customer Success Associate / Associé(e) bilingue à la réussite client
Agora Wealth
Mississauga, ON
- Full-time
The Agora Operations and Advisor Support Department is responsible for providing a full range of account lifecycle and maintenance activities and support to our clients. As a Bilingual…
Added 1 hour ago
FS
Manager, Marketing Analytics & Planning, Firehouse Subs Canada
Firehouse Subs
Toronto, ON
- Full-time
…employee and franchisee relationships, and long track records of community support. Each brand benefits from the global scale and shared best practices that come from ownership by…
Added 1 hour ago
RD
Associate Advisor
RBC Dominion Securities
Vancouver, BC
- Full-time
…downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing exceptional client service as well as investment & wealth…
Added 1 hour ago
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Estate Planning Associate (Financial Security Advisor)- EN
RBC
Montreal, QC
- Full-time
Added 1 hour ago
CF
Family Transition Advisor (FTA) ? Atlantic Region
Canadian Forces Morale and Welfare Services - CFMWS
Halifax, NS
- $85,980 to $101,190 CAD / year
- Full-time
- On-site
…Services (CFMWS), we?re more than just a workplace; we?re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We…
Added 1 hour ago
R
Client Advisor
RBC
Ladysmith, BC
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities…
Added 2 hours ago
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Banking Advisor- EN
RBC
Saguenay, QC
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 2 hours ago
RD
Associate- EN
RBC Dominion Securities
Montreal, QC
- Full-time
…remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning…
Added 2 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 2 hours ago
A
Medical Advisor, Multiple Myeloma
AbbVie
Montreal, QC
- Full-time
We have an opportunity for a Medical Advisor to join our Medical Affairs team. This position is National in scope and based in Montreal or Markham. This role reports to the Therapeutic Area…
Added 2 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 2 hours ago
RB
Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
…downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing exceptional client service as well as investment & wealth…
Added 3 hours ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
Family Practitioner, Forensic Assertive Community Treatment
Added 3 hours ago
CO
Business Licence Advisor
City of Victoria
Victoria, BC
- From $51.22 CAD / hour
- Full-time
- On-site
Business Licence Advisor Competition Number: 26/188Posting Scope: Internal / ExternalPosted Date: October 6, 2026Closing Date: October 20, 2026, 4:30 PM PST Department: Business &…
Added 3 hours ago
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Senior Director, Issuing Solutions Sales, Canada
Visa
Toronto, ON
- Full-time
Join Visa and do work that matters – to you, to your community, and to the world. Progress starts with you.
Added 3 hours ago
NB
Banking Advisor
National Bank
Saint-Constant, QC
- $43,000 to $71,000 CAD / year
- Full-time
- On-site
<div><div><div>Youtube Video</div><div><br></div><div><div><p>As a Banking Advisor at National Bank, you?ll embark on an evolving career path where you can make bold moves. As soon as you…
Added 3 hours ago
BV
Bilingual Human Recourses Generalist
Bureau Veritas
Halifax, NS
- Full-time
2-4 years of progressive experience in an HR Generalist, HR Advisor, or similar role.
Added 3 hours ago
HH
HVAC Sales Representative
Hammer's Heating & Cooling
Pitt Meadows, BC
- $41,600 to $140,000 CAD / year
- Full-time
We are looking for an experienced HVAC Sales Representative/Comfort Advisor to help homeowners choose heating and cooling solutions that meet their needs, homes, and budgets. This is a…
Added 3 hours ago
BV
HRG/Onboarding Specialist
Bureau Veritas
Halifax, NS
- Full-time
2-4 years of progressive experience in an HR Generalist, HR Advisor, or similar role.

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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