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Added 4 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 4 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 4 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 5 hours ago
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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 7 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 7 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 8 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 9 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 9 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…
Added 12 hours ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 13 hours ago
M&
Executive Director
Museum & Archives of Vernon
Vernon, BC
- Full-time
…include clarifying roles and responsibilities, identifying shared services and resources, establishing effective communication and decision-making processes, and developing practical ways…
Added 14 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 14 hours ago
CG
Mobile Patrol Guard (Weekends Nights) - Central Region
Commissionaires Great Lakes
Oakville, ON
- Part-time
…being of Canadians primarily in security guard and related services. Spanning Central and Southwestern Ontario, our services are customized to respond to the dynamic and evolving security…
Added 17 hours ago
UC
Route Trainee - UniFirst Canada
UniFirst Corporation
Drummondville, QC
- Full-time
…and preparing to transition into a full-time Route Service Representative (RSR) role. You’ll assist with deliveries, service, and route coverage while learning multiple customer accounts.…
Added 18 hours ago
UC
Route Trainee - UniFirst Canada
UniFirst Corporation
Calgary, AB
- Full-time
…and preparing to transition into a full-time Route Service Representative (RSR) role. You’ll assist with deliveries, service, and route coverage while learning multiple customer accounts.…
Added 19 hours ago
P
Representative
Primerica
Toronto, ON · Greater Toronto Area, Canada
- Part-time
Role Description: This is a part-time remote/hybrid Independent Representative role focused on helping clients understand and access life insurance and related financial service products.…
Added 19 hours ago
MC
Individualized Participant Services (IPS) Worker
Metro Community Living
Halifax, NS · Greater Halifax Metropolitan Area
- Full-time
Education and/or experience in Human Services or a related field is considered an asset.
Added 1 day 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 1 day ago
Customer Success Specialist
West Coast Reduction Ltd.
Vancouver, BC
…onboarding, training, product adoption, deliveries and ongoing field support for restaurant and commercial kitchen…
Added 1 day ago
A
Field Representative - Alcoholic Beverages
Acosta
Burlington, ON
- Full-time
…ActionLink, CORE Foodservice, CROSSMARK, Mosaic, Premium Retail Services, and Product Connections. Together, we connect consumers with the brands they love through omnichannel selling,…
Added 1 day ago
IC
Field Sales Representative
Iceberg Cyber
Toronto, ON
- Full-time
We are looking for an energetic, resilient B2B Field Sales Representative who already understands what it takes to start conversations with strangers, handle rejection, and create…
Added 1 day ago
TI
Property and Casualty Office Representative
Tammy Insurance Agency
Oshawa, ON
- $40,000 to $65,000 CAD / year
- Full-time
Interest in marketing products and services based on customer needs.
Added 1 day ago
NS
Extension Agent, 4-H Youth Development (Assistant, Associate or Full Agent)
NC State Extension Forestry
ON · Durham, ON
- Full-time
…educational programs, publications, and events, Cooperative Extension field faculty deliver unbiased, research-based information to North Carolina…
Added 1 day ago
A
Field Representative - Alcoholic Beverages
Acosta
Toronto, ON · Etobicoke, ON
- Full-time
…ActionLink, CORE Foodservice, CROSSMARK, Mosaic, Premium Retail Services, and Product Connections. Together, we connect consumers with the brands they love through omnichannel selling,…
Added 1 day ago
R
Internship - Winter 2027 - Compressor Drafting Intern
RTX
Mississauga, ON
- Full-time
…transporting people and essential goods, to enabling emergency medical services, humanitarian operations, and wildfire suppression around the…

Desjardins

Personal Finance Advisor

Boucherville, QC, Canada
Varennes, QC, Canada
Verchères, QC, Canada
Caisse Desjardins des Patriotes, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 7, 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 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

2026-11-6

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide personalized financial advice and integrated strategies. They drive results by recommending investments, loans, and insurance products while balancing business objectives with prudent 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 recommendation
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Market trend 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
Relationship Management
Market Trends
Mutual Fund Representative
Hybrid Work
Customer Service
Financial Planning
Business Development
Strategy Design

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