Find work in Canada.

322,911 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 15 mins ago
CB
Outside Sales Representative
Cornerstone Building Brands
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Build trusted advisor relationships with existing and prospective customers, strengthen customer retention, generate referrals, and identify opportunities to increase share of wallet…
Added 15 mins ago
NB
Banking Advisor D
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 15 mins ago
UO
Contracts Specialist - Legal services, Office of General Counsel
University of Calgary
Calgary, AB
- Contract
Added 17 mins ago
UO
Development Coordinator, UCVM
University of Calgary
Calgary, AB
- Full-time
Added 17 mins ago
NB
Banking Advisor
National Bank of Canada
Shippagan, NB
- Temporary
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 17 mins ago
BW
Registered Nurse, Neonatal Intensive Care Unit (NICU) - BC Women's Hospital & Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Full-time
Added 18 mins ago
Service Support Associate
The Canada Life Assurance Company
Vancouver, BC
System updates related to client and advisor changes
Added 18 mins ago
Account Executive, National Accounts
The Canada Life Assurance Company
Ottawa, ON
Designation of C.A.A.S. [certified group benefits advisor], GBA (Group Benefits Associate), or CEBS (Certified Employee Benefits Specialist) is a significant asset
Added 18 mins ago
C
Financial Advisor CIRO-MFD/AMF
CIBC
Burlington, ON
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 18 mins ago
C
Associate Financial Advisor
CIBC
Markham, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 18 mins ago
C
Senior Analyst, Wood Gundy Staffing
CIBC
Toronto, ON
- Full-time
…staffing reports to management, and inputting and monitoring Advisor expenses through the Incentive Compensation Management system (ICM). This role entails daily contact with Branch…
Added 18 mins ago
C
Financial Advisor - CIRO-ID (Urban)
CIBC
Hamilton, ON · Waterdown
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 18 mins ago
B
ADVISOR, BRANDING AND MARKETING COMMUNICATIONS II
BDC
Montreal, QC
- Full-time
While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.
Added 32 mins ago
UO
Development Coordinator, Haskayne School of Business
University of Calgary
Calgary, AB
- Full-time
This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase 2.
Added 32 mins ago
UO
Research Assistants, Faculty of Social Work
University of Calgary
Calgary, AB
- Internship
Prepare and distribute approved recruitment materials and assist with participant recruitment, scheduling, and communication.
Added 32 mins ago
T
Manager, Client Growth & Lead Generation - Tangerine
Tangerine
Toronto, ON
- Full-time
Analyze client and business data to identify trends, opportunities and potential client segments for Growth Advisor engagement.
Added 34 mins ago
CO
Advisor, Pulmonary Function Diagnostics & Sleep Medicine
COLLEGE OF PHYSICIANS & SURGEONS OF ALBERTA
Edmonton, AB
- Full-time
The Advisor, Pulmonary Function Diagnostics and Sleep Medicine is responsible for pre-assessment, on-site and post-assessment activities of PFD and SMD facilities in accordance with CPSA…
Added 34 mins ago
SI
Senior Legal Counsel
SAP IT Business Systeme
Montreal, QC
- $108,300 to $239,400 CAD / year
- Full-time
…every initiative. IT industry experience is a bonus. You're the advisor teams turn to when navigating gray…
Added 44 mins ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
Support Principal Advisor, Thane Stenner and other team partners, to drive business development and prospecting initiatives.
Added 44 mins ago
BC
Executive Advisor, Legal Services
Build Canada Homes | Maisons Canada
ON · Ontario, Canada
- Full-time
Added 44 mins ago
N(
Academic Liaison, Health & Life Sciences
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
…support various functions of the student life-cycle, such as recruitment, admissions, matriculation, enrolment, student retention, and…
Added 44 mins ago
S
Talent Acquisition Business Partner , Pharmacy (contract)
Sobeys
Calgary, AB
- Contract
Lead and manage end-to-end recruitment processes, ensuring a seamless experience for both candidates and hiring managers.
Added 44 mins ago
B
ADVISOR, BRANDING AND MARKETING COMMUNICATIONS II
BDC
Montreal, QC
- Full-time
While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.
Added 46 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 46 mins ago
CL
Service Support Associate
Canada Life
Vancouver, BC
- Full-time
System updates related to client and advisor changes

Desjardins

Personal Finance Advisor

Quebec, QC, Canada
Caisse Desjardins de l'Université Laval, 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 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

2026-10-20

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 manage a client base by recommending investments, loans, and insurance products while balancing business objectives with prudent risk management.

Requirements

Candidates must possess a college diploma in a related field and at least two years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is required.

Skills

Financial advising
Investment recommendation
Loan management
Insurance products
Relationship management
Risk management
Customer satisfaction
Financial planning
Interpersonal savvy
Market trend analysis
Strategic planning
Communication
Problem solving
Sales
Financial analysis

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
Strategic Advice
Business Development
Customer Service
Hybrid Work
Pension Plan
Telemedicine
Market Trends
Financial Analysis
Relationship Management
Banking

Report this job