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Added 13 mins ago
IF
Functional Architecture Advisor, Financial Systems
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
A work environment where learning and development are combined with a collective pursuit of excellence.
Added 27 mins ago
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Senior Implementation Consultant
Nakisa
Montreal, QC
- Full-time
…business challenges into working solutions. You will be the senior advisor clients rely on through delivery. You will help Sales scope service engagements, so projects start on solid…
Added 28 mins ago
Human Resources Coordinator E049-26
Legal Aid BC
Vancouver, BC
PRIMARY FUNCTION: Reporting to the Senior Human Resources Advisor, this position provides administrative services and human resources support services to the Manager and Human Resources…
Added 28 mins ago
A
Représentant (e) du service à la clientèle / Representative Client Service
ADP
Montreal, QC
- Full-time
Added 43 mins ago
NH
Health, Safety and Sustainability Advisor
New Horizon Co-op
Grande Prairie, AB
- Full-time
New Horizon Co-op is hiring a Health, Safety and Sustainability Advisor at our Resource Office in Grande Prairie, Alberta.
Added 43 mins ago
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Director of Customer Success
LumiQ
Toronto, ON
- Full-time
At LumiQ, we’re on a mission to make professional education enjoyable. As a modern, audio-first learning platform, we empower accounting and finance professionals to fulfill their…
Added 43 mins ago
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Senior Advisor, Operational risks
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 43 mins ago
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Advisor, Business development and sales support
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 43 mins ago
CE
Senior Data & IT Business Office Advisor
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Calgary, AB
- Full-time
We foster a culture of continuous learning and development to support employees as they build meaningful careers. We offer a variety of employee development initiatives, including:
Added 57 mins ago
WC
Senior Director, Associate Experience & Talent
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...As the Senior Director, Associate Experience & Talent, you will lead the strategy and execution of programs and initiatives that strengthen organizational capability,…
Added 58 mins ago
Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union
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Sarnia, ON
We believe we have the best team in the business due to our leadership philosophy of excellence, and team development. With our full spectrum of investment, credit, and general banking…
Added 1 hour ago
CC
Wealth Compliance Officer
Conexus Credit Union
Regina, SK
- Full-time
Commitment to continuous learning and development
Added 1 hour ago
CE
Senior Data & IT Business Office Advisor
Cenovus Energy
Calgary, AB
- Full-time
We foster a culture of continuous learning and development to support employees as they build meaningful careers. We offer a variety of employee development initiatives, including:
Added 1 hour ago
A&
Director, Global Transaction Tax
Alvarez & Marsal
Calgary, AB
- Full-time
…employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your…
Added 1 hour ago
A&
Director, Global Transaction Tax
Alvarez & Marsal
Toronto, ON
- Full-time
…employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your…
Added 1 hour ago
Project Manager, Capital Delivery - Various External Projects
Infrastructure Ontario
Toronto, ON
…to support the Ontario government’s initiative to modernize and maximize the value of public infrastructure and realty. IO has been recognized domestically and internationally for the way…
Added 1 hour ago
FT - Human Resource Business Partner
Connective
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Partner with Learning & Development and Change Management Lead to design and support change management approaches for organizational changes, restructures, or strategic initiatives within…
Added 1 hour ago
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Accessibility and Learning Strategies Specialist
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Toronto, ON
- Full-time
Professional growth and national exposure. Yorkville University operates across multiple provinces, providing exposure to post-secondary accessibility frameworks, assistive technologies,…
Added 1 hour ago
Financial Advisor - Russell Branch, Ontario
Scotiabank
Russell, ON
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 1 hour ago
Financial Advisor Trainee (Canada)
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At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
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Financial Advisor - Brandon, Manitoba (Contract- 14 Months)
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At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 2 hours ago
HT
VP, Accounting & Controllership (Husky)
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Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 2 hours ago
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Manager, Learning & Development
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- Full-time
We are seeking a highly motivated and experienced Learning & Development professional to support the growth and development of our colleagues. In this role, you will be instrumental in…
Added 2 hours ago
TS
Vice President, Trade and Working Capital
TD Securities
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- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 2 hours ago
AC
Allstate Sales Agent Trainee
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…the more you can make. You’ll learn how to become a trusted advisor to your clients and make a real impact on their lives, all while building a rewarding career in…

Desjardins

Personal Finance Advisor

Alma, QC, Canada
St-Jean, QC, Canada
Caisse d'économie Desjardins de la Métallurgie et des Produits forestiers (Saguenay-Lac-Saint-Jean), Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 8, 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
Knowledge of current financial, economic, political and legislative events
All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Debt management
Notions of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Policies, legislation and standards related to products and services offered by the caisse
Desjardins business processes
Service standards
Techniques used to assess and monitor individual financing applications

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 d'économie Desjardins de la métallurgie des produits forestiers (Conv_Col_00035) (2015-07-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-22

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with members and clients to provide personalized financial advice and solutions. Your role involves driving results through the recommendation of investments, loans, and insurance products while balancing business objectives 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 required.

Skills

Financial advising
Relationship management
Investment recommendation
Loan management
Insurance products
Risk management
Customer satisfaction
Debt management
Financial analysis
Market trends
Compliance
Action oriented
Customer focus
Interpersonal savvy
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
Mutual Fund Representative
Debt Management
Compliance
Financial Cooperatives
Market Trends
Business Development
Client Relations
Financial Strategy
Hybrid Work

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