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Added 3 mins ago
SE
Electrical Engineer
Suncor Energy
Fort McMurray, AB
- Full-time
…brownfield modifications, commissioning, start-up, and…
Added 7 mins ago
SH
Clinical Change Coordinator
Southern Health-Santé Sud
Portage la Prairie, MB
- Full-time
Post secondary degree in a field such as Health Sciences or Health Administration from an accredited education institute.
Added 7 mins ago
BH
Quality Assurance & Compliance Specialist
Bausch Health Companies Inc.
Laval, QC
- Full-time
Added 7 mins ago
GO
Community Service Worker
Government of Manitoba
Winnipeg, MB
- Part-time
Post-secondary education in the social services field (Bachelor of Social Work preferred). Applicants who have been educated outside of Canada must have education which is comparable to the…
Added 9 mins ago
Operations Support Coordinator
Halton Region
37 -
Work Location: Mid-Halton Wastewater Treatment Plant - 2195 North Service Road West, Oakville
Added 9 mins ago
EC
Field Service Representative (Technologist / Technician)
Eaton Corporation
Calgary, AB
- Full-time
Eaton’s Electrical sector is currently seeking a Field Service Representative to join our team. This position is based at our Calgary, AB facility and offers benefits from day one as well…
Added 9 mins ago
D
Signature Service Manager
Desjardins
Saint-Hyacinthe, QC · Granby, QC · Saint-Jean-sur-Richelieu, QC
- Full-time
As a Signature Service manager, you're responsible for the high-level, strategic and operational management of the Signature Service office and for building and maintaining long-term…
Added 9 mins ago
TA
Sales Representative
The Acquisition Group
Abbotsford, BC
- Full-time
Develop strong communication, customer service, and sales skills
Added 9 mins ago
EC
Product Specialist (LV-MCC & Aftermarket)
Eaton Corporation
Airdrie, AB
- Full-time
Respond to field sales and customer channel inquiries including technical clarifications, price, lead time, and Eaton’s selling policy.
Added 12 mins ago
SH
Clinical Change Coordinator
Southern Health-Santé Sud
Winkler, MB
- Full-time
Post secondary degree in a field such as Health Sciences or Health Administration from an accredited education institute.
Added 12 mins ago
CM
Occupational Safety and Health Officer
Coast Mountain Bus Company
Vancouver, BC
- $8,236 to $9,896 CAD / month
- Full-time
…ferry SeaBuses in Metro Vancouver, the largest single transit service area in…
Added 14 mins ago
GO
Senior Policy Analyst
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
…societal values, promotes use of the Inuktut language, achieves a representative public service, and collaborates with partners to achieve the promise of Nunavut. Successful applicants will…
Added 14 mins ago
Casual Outreach Worker (Surrey)
Connective
Surrey, BC
Counselling experience in the appropriate field and demonstrate a clear ability to respond well in crisis situations.
Added 14 mins ago
AL
Representative Inside Sales/Hotshot Driver
Air Liquide
Bonnyville, AB
- Full-time
AIR LIQUIDE CANADA INC. is seeking a dynamic individual for a dual-role position as an Inside Sales Representative and Hotshot Driver. This role involves both proactive sales engagement…
Added 14 mins ago
A
Field Technician
Amdocs
Fredericton, NB
- Full-time
As the local Bell field representative, WTechB is responsible for Coordinating/supervise contractors during radio installation activities on different type of vehicles.
Added 14 mins ago
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Family Service Social Worker- 6 Month Term (Mission)-1945
Fraser Valley Aboriginal Children and Family Services Society
Mission, BC
- Temporary
If so, consider joining our Xyólheméylh work family. We are a fully delegated Indigenous Child & Family Service Agency providing programs and services to Indigenous children, youth, and…
Added 18 mins ago
WH
Patient Care Representative
WELL Health Diagnostic Centres
St. Thomas, ON
- Full-time
WELL Health Diagnostic Centres is looking for a skilled Patient Care Representative who will be responsible for the first impression when patients enter the clinic and for…
Added 18 mins ago
WH
Patient Care Representative
WELL Health Diagnostic Centres
Toronto, ON
- Full-time
WELL Health Diagnostic Centres is looking for a skilled Patient Care Representative who will be responsible for the first impression when patients enter the clinic and for…
Added 20 mins ago
UD
Manager Quality ULTCAD
Ulterra Drilling Technologies L.P.
Leduc, AB
- Full-time
Serve as the QMS Management Representative for the Canada facility as defined in Ulterra's quality management system documentation.
Added 23 mins ago
Casual Community Living Worker (Ember)
Connective
Kamloops, BC
Added 23 mins ago
FT - Senior Residence Worker (Vancouver Apartments)
Connective
Vancouver, BC
Participates in the assessment, goal setting and program planning (Personal Service Plan) for individuals living in a residence. Documents, implements, and provides input into the…
Added 29 mins ago
H
Nurse Practitioner
HealthCareersInSask.ca
Lloydminster, SK
- Full-time
Travel may be required to provide service to sites within the network
Added 29 mins ago
Innovation Specialist/Senior Innovation Specialist
Gibson Energy
AB · Edmonton, AB · Calgary, AB
Designs experiments using representative samples, controls, independent replication, measurement-quality checks and explicit technical, economic and stop criteria.
Added 29 mins ago
U
Route Service Representative - UniFirst Canada (Class 5)
UniFirst
Montreal, QC
- Full-time
…client, êtes motivé et prêt à vous développer dans un poste de service sur le terrain, cela pourrait être votre prochaine…
Added 33 mins ago
P
Frito Lay Full-Time Relief Sales Representative (Prince George, BC)
PepsiCo
Prince George, BC
- Full-time
- Contract
As a Relief Route Sales Representative at Frito Lay Canada, there are two main accountabilities: (1) selling and developing the business and (2) servicing customers through delivery and…

Desjardins

Personal Finance Advisor

Sainte-Marie, QC, Canada
Caisse Desjardins de La Nouvelle-Beauce, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 22, 2026
Posting language: English
Posted: Oct 7, 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)

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 tailored financial advice and solutions. They manage a portfolio of individual and business clients while balancing satisfaction, profitability, and 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 recommendations
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
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 Strategy
Market Trends
Hybrid Work
Defined Benefit Pension
Telemedicine
Customer Service

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