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Added 7 mins ago
TA
Regional Vice President, Eastern Canada
Thorek/Scott and Partners
ON · Ontario, Canada
- Full-time
Serve as the primary senior field leadership representative for advisors across the region, developing trusted relationships and acting as a key point of contact between the advisor…
Added 7 mins ago
BA
Manager of Regional Programs
Belleville and Quinte West Community Health Centre
Belleville, ON
- Full-time
…operational coordination for BQWCHC’s regional programs and services. This role oversees the Virtual Care Team, Lung Health Team, Lower Limb Preservation Program, Oral Health Program, and…
Added 21 mins ago
SB
Field Marketing Coordinator
Stanley Black & Decker, Inc.
Mississauga, ON
- Full-time
As a Field Marketing Coordinator, you will be part of a dedicated team based in the GTA and reporting to the Territory Manger, Residential Sales. The Field Marketing Coordinator is a…
Added 21 mins ago
SB
Field Marketing Coordinator/Coordonnateur du marketing sur le terrain - Montreal, QC
Stanley Black & Decker, Inc.
Montreal, QC · St. Leonard CAN - Blvd Langelier
- Full-time
Added 21 mins ago
CG
Associate, Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…
Added 37 mins ago
H
Physical Therapist Degree Senior
HealthCareersInSask.ca
Yorkton, SK
- Full-time
Job Description: The Physical Therapist-Degree Senior, Outpatient/Community Services reports directly to the Director of Therapies. The Physical Therapist-Degree Senior is responsible for a…
Added 37 mins ago
H
Physical Therapist Degree
HealthCareersInSask.ca
Yorkton, SK
- Full-time
…Director of Therapies and Manager Integrated Therapies/Stroke Services when working in Community/outpatients and in Yorkton Regional Health Centre Acute Care respectively. The incumbent is…
Added 37 mins ago
Physical Therapist Degree
HealthCareersInSask.ca
Yorkton, SK
…Director of Therapies and Manager Integrated Therapies/Stroke Services when working in Community/outpatients and in Yorkton Regional Health Centre Acute Care respectively. The incumbent is…
Added 37 mins ago
H
Physical Therapist Degree Senior
HealthCareersInSask.ca
Yorkton, SK
- Full-time
Job Description: The Physical Therapist-Degree Senior, Outpatient/Community Services reports directly to the Director of Therapies. The Physical Therapist-Degree Senior is responsible for a…
Added 37 mins ago
Administrative Assistant
Canada Post - Postes Canada
Toronto, ON
Acts as the representative, as delegated, to committees and other forums both in Head Office and the field.
Added 1 hour ago
NS
Health Care Social Worker B (BSW) - Mental Health & Addictions
Nova Scotia Health Authority
Halifax, NS
- Full-time
Knowledge of the field of addiction and addiction related programming and treatment
Added 1 hour ago
F
Client Service Specialist
Fiserv
Mississauga, ON
- Full-time
At Fiserv, we help clients deliver secure, efficient financial services experiences that support everyday commerce and money movement. The Client Service Specialist role supports client…
Added 2 hours ago
B
Bilingual Customer Service Representative
BMO
Dollard-Des Ormeaux, QC
- Part-time
Supports customer requests for banking services, including handling transactions and customer inquiries.
Added 2 hours ago
Administrative Assistant
Defence Construction Canada
Winnipeg, MB
…incumbent provides high-quality, timely, efficient and effective services, including entering and reporting data, and carrying out document and records management. The incumbent also…
Added 2 hours ago
CO
Senior Operator, Wastewater Collection
City of Calgary
Calgary, AB
- $44.18 to $48.96 CAD / hour
- Full-time
…grow, join The City of Calgary. City employees deliver the services, run the programs and operate the facilities which make a difference in our community. We support work-life balance,…
Added 2 hours ago
CO
Senior Operator, Drinking Water Distribution
City of Calgary
Calgary, AB
- $44.18 to $48.96 CAD / hour
- Full-time
…grow, join The City of Calgary. City employees deliver the services, run the programs and operate the facilities which make a difference in our community. We support work-life balance,…
Added 8 hours ago
H
Manager Care Team Regina Pioneer Village Dementia Care
HealthCareersInSask.ca
Regina, SK
- Full-time
Undergraduate degree or diploma in a health related field
Added 8 hours ago
H
Medical Laboratory Technologist I
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
Licensed & registered by College of Medical Laboratory Professionals of Saskatchewan in applicable field(s) of practice
Added 9 hours ago
CO
Fleet Specifications Technologist
City of Winnipeg
Winnipeg, MB
- Full-time
Providing a wide range of services to over half of all Manitobans, The City of Winnipeg is one of the largest employers in Manitoba. We provide a comprehensive range of benefits and career…
Added 10 hours ago
R|
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
The incumbent is the Trauma team’s contact, support and resource person when dealing with the Research Ethics Board, industry partners, hospital services, etc..
Added 11 hours ago
VG
Sales Representative/Customer Service
VI Granite & Quartz Countertops
Nanaimo, BC
- Full-time
We are seeking a full-time Sales Representative/Customer Service professional to join our team on-site in Nanaimo, BC. The role involves interacting with customers to understand their…
Added 11 hours ago
Health Care Social Worker B (BSW) - Mental Health & Addictions
Nova Scotia Health and IWK Health
Halifax, NS
Knowledge of the field of addiction and addiction related programming and treatment
Added 12 hours ago
Sales Representative
Orica
Kamloops, BC
The Representative’s time will be split between the office - attending meetings, writing reports and maintaining correspondence - and the field - observing the use of explosives, work…
Added 14 hours ago
QR
Sales Representative - Retail Saskatchewan
Quincaillerie Richelieu
Remote, Canada
- Full-time
- Remote
Richelieu Hardware is looking for a Territory Sales Representative for the Province of Saskatchewan who ideally resides within the proximity of Saskatoon. Under the supervision of the…
Added 14 hours ago
RM
Inside Sales Representative
Russel Metals
Winnipeg, MB
- Full-time
…business in three segments: metals service centers, energy field stores and steel distributors. Its network of metals service centers carries an extensive line of metal products in a wide…

Desjardins

Personal Finance Advisor

Boucherville, QC, Canada
Sainte-Julie, QC, Canada
Varennes, QC, Canada
Verchères, QC, Canada
Caisse Desjardins des Patriotes, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 3, 2026
Posting language: English
Posted: Oct 9, 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
Available for business travel within the Caisse Desjardins des Patriotes territory
Available to work five days per week including one evening

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

2026-11-2

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients by providing personalized financial advice and solutions to meet their goals. Additionally, you will drive business results by recommending investments, loans, and insurance products while ensuring sound risk management.

Requirements

The role requires a college diploma in a related field and at least two years of relevant experience. Candidates must also hold a mutual fund representative certificate and possess strong interpersonal skills.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance products
Risk management
Customer satisfaction
Financial planning
Interpersonal savvy
Market trend analysis
Outreach
Strategic planning
Communication
Problem solving
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
Mutual Fund Representative
Client Relations
Financial Strategy
Business Development
Hybrid Work
Telemedicine
Pension Plan
Customer Focus
Financial Planning
Market Trends
Community Outreach
Financial Analysis
Portfolio Management

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