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Added 7 mins ago
AC
Allstate Sales Agent Trainee
Allstate Canada
Toronto, ON
- Full-time
…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…
Added 7 mins ago
AG
Recruitment Relationship Manager II 6-Month Contract
Allegis Global Solutions
Mississauga, ON
- $43 CAD / hour
- Full-time
Act as a “talent advisor” to client stakeholders, provide consultative and strategic solutions
Added 9 mins ago
Client Solutions Advisor - Lakeshore Centre, Kelowna, BC
Scotiabank
Kelowna, BC
As a Client Solutions Advisor, in you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen…
Added 9 mins ago
Senior Lending Advisor - Galeries de Hull, Gatineau, QC
Scotiabank
Gatineau, QC
As a Senior Lending Advisor, you’ll help clients achieve their homeownership goals by delivering expert mortgage advice, strengthening relationships, and driving lending growth.
Added 9 mins ago
Client Solutions Advisor - Rochdale Station, Regina Saskatchewan
Scotiabank
Regina, SK
As a Client Solutions Advisor, in you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen…
Added 9 mins ago
Manager, Business Intelligence and Analytics (18 month contract)
Scotiabank
Toronto, ON
Serve as a centre of excellence for GTB business, Product, and Payments analytics, acting as a trusted advisor on all matters related to data and analytics.
Added 9 mins ago
Client Solutions Advisor - Wye Road, Sherwood Park, Alberta
Scotiabank
Sherwood Park, AB
As a Client Solutions Advisor, in you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen…
Added 9 mins ago
Business Development (Student Position)
The Canada Life Assurance Company
Winnipeg, MB
…of Canadians. By bringing together more than 4,000 trusted advisor relationships and $89 billion in assets under administration, Canada Life and Value Partners can expand access to advice…
Added 22 mins ago
AG
Recruitment Relationship Manager II 6-Month Contract
Allegis Global Solutions
Mississauga, ON
- $43 CAD / hour
- Full-time
Act as a “talent advisor” to client stakeholders, provide consultative and strategic solutions
Added 38 mins ago
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Co-op Accounting Technician, Assurance & Accounting
ACCA Careers
Summerside, PE
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 38 mins ago
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Senior Manager, Indigenous Audit
ACCA Careers
Abbotsford, BC
- Full-time
…history, culture and contributions to our country. As a trusted advisor, you’ll provide expertise to empower Indigenous communities, organizations, businesses and individuals in navigating…
Added 38 mins ago
CL
Business Development (Student Position)
Canada Life
Winnipeg, MB
- Full-time
…of Canadians. By bringing together more than 4,000 trusted advisor relationships and $89 billion in assets under administration, Canada Life and Value Partners can expand access to advice…
Added 38 mins ago
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Senior Accountant, Tax
ACCA Careers
Saskatoon, SK
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 38 mins ago
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Senior Accountant, Cross Border Individual Tax
ACCA Careers
Calgary, AB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll provide tax advice on domestic and foreign assignments that empowers client organizations and their employees…
Added 38 mins ago
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Manager, Taxation Services
ACCA Careers
Victoria, BC
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 38 mins ago
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Manager, Employment Tax & Global Mobility Payroll
ACCA Careers
Calgary, AB
- Full-time
As a Manager, Employment Tax & Global Mobility Payroll, you will serve as a trusted advisor to multinational clients navigating the complexities of cross-border employment, payroll, and…
Added 38 mins ago
GC
Financial Controller
Genuine Comfort
Winnipeg, MB
- Full-time
Our client is hiring a Financial Controller to lead the day-to-day finance and accounting function and help build the financial infrastructure for its next stage of growth. You will bring…
Added 39 mins ago
Account Supervisor
SALT XC
Toronto, ON
As an Account Supervisor, you’ll oversee a portfolio of mid-sized client accounts or multiple brands within a larger partnership, operating in a fast-paced, client-facing environment. You…
Added 39 mins ago
R
Telemarketer, Business Development
RBC
Montreal, QC
- Full-time
Provide the Investment Advisor with regular updates regarding client leads
Added 39 mins ago
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Banking Advisor Intern
RBC
Oakville, ON
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 53 mins ago
Digital Architect
Long View Systems
Calgary, AB
…consulting expertise to design innovative solutions, lead strategic client engagements, and help portfolio companies achieve their growth and transformation…
Added 53 mins ago
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Personal Finance Advisor
Desjardins
Gatineau, QC · Caisse populaire Desjardins de Gatineau
- Full-time
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…
Added 53 mins ago
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Senior Consultant, Fee Based Solutions
CIBC
Burlington, ON · London, ON
- Full-time
…ability to apply change management frameworks to influence advisor or client…
Added 53 mins ago
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Personal Finance Advisor
Desjardins
La Tuque, QC · Caisse Desjardins de La Tuque
- Full-time
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…
Added 53 mins ago
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Branch Administrator Wood Gundy
CIBC
Toronto, ON
- Full-time
…consistent demonstration of high levels of internal and external client service, adherence to compliance and audit requirements and maintenance of branch…

Desjardins

Personal Finance Advisor

Thetford Mines, QC, Canada
Caisse Desjardins de la Région de Thetford, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 5, 2026
Posting language: English
Posted: Oct 21, 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

Bachelor's degree 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

2026-11-4

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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 manage business relationships, assess service quality, and collaborate with experts to design integrated financial strategies.

Requirements

Candidates must hold a bachelor's degree in a related field and have at least two years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Financial advising
Investment recommendation
Loan management
Insurance products
Relationship management
Risk management
Customer satisfaction
Financial planning
Interpersonal savvy
Market trends analysis
Strategic planning
Communication
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
Reimbursement of telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance Advisor
Financial Services
Investments
Loans
Insurance
Mutual Fund Representative
Risk Management
Client Satisfaction
Business Development
Financial Strategy
Hybrid Work
Pension Plan
Telemedicine
Market Trends
Outreach Activities
Financial Planning
Relationship Management
Profitability
Asset Management

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