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Added 14 mins ago
FO
Senior Director, Enterprise Technology Services
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…diverse programs, FCM’s work has a direct impact on Canadians’ quality of…
Added 14 mins ago
FO
Data Advisor
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Through our unique mix of funding, resources and training, GMF is enhancing the quality of life for people in Canada by accelerating a transformation to sustainable and resilient…
Added 14 mins ago
FO
Government Relations Lead
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Through our unique mix of funding, resources and training, GMF is enhancing the quality of life for people in Canada by accelerating a transformation to sustainable and resilient…
Added 14 mins ago
FO
Director, Business Development and Network Engagement
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
The Director supervises the Business Development Advisor and provides leadership for FCM's business development function. Working closely with the Advisor, the Director provides strategic…
Added 44 mins ago
D
Culinary Operations Supervisor
Dexterra
Surrey, BC
- Up to $70,000 CAD / year
- Full-time
· Act as a trusted advisor to Operations teams on culinary matters, quality initiatives, and workforce development.
Added 1 hour ago
MC
Technical Consultant III (35732)
Myticas Consulting
Toronto, ON
- Full-time
…troubleshooting, and ensure solutions meet high standards for quality, scalability, security, maintainability, auditability, and operational…
Added 3 hours ago
AC
Manager, Assurance and Accounting
ACCA Careers
Campbell River, BC
- 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 5 hours ago
NB
Treasury Manager
National Bank of Canada
Coquitlam, BC
- Full-time
A career as a Treasury Manager at National Bank means acting as a treasury product specialist and trusted advisor for Commercial Banking clients.
Added 5 hours ago
SB
05579 Inside Sales
Sally Beauty
Edmonton, AB
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 6 hours ago
AG
Safety Advisor
Artemis Gold - Blackwater Project
BC
- Other
Reporting to the Supervisor - Safety, the Safety Advisor is responsible for the implementation of occupational health and safety programs. The Safety Advisor serves as a coordinator for…
Added 7 hours ago
AI
Strategic Sourcing Manager
American Iron & Metal (AIM)
Montreal, QC
- Full-time
…and developing sourcing strategies aimed at optimizing cost, quality, service, and risk management across assigned…
Added 10 hours ago
RT
Project Controls Advisor
Rio Tinto
Lac de Gras
- Full-time
…Territories of Canada, the Diavik Diamond Mine is a producer of gem-quality diamonds. At Diavik, a strong focus is placed on protecting the local environment, as well as supporting…
Added 17 hours ago
AW
Quality Assurance Specialist
Agilus Work Solutions
Toronto, ON
- $90 to $100 CAD / hour
- Contract
🚀 We're Hiring: Intermediate Software Developer – Advisor Compensation
Added 23 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Radville, SK
- Full-time
…that reflects our promise of reliable, customer‑focused, and quality‑driven…
Added 1 day ago
CB
07443 Inside Sales
CosmoProf Beauty
Medicine Hat, AB
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 1 day ago
SB
07443 Inside Sales
Sally Beauty Holdings
Medicine Hat, AB
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 1 day ago
C
07536 Inside Sales
CosmoProf
Prince Albert, SK
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 1 day ago
AC
Associate, Corporate Finance
ACCA Careers
Winnipeg, MB
- Full-time
…emerge within an evolving business landscape. As a trusted advisor, you’ll provide innovative solutions that meet clients’ divestiture and transaction advisory…
Added 1 day ago
AC
Senior Accountant, International Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll develop innovative strategies that enable clients to streamline processes, maximize efficiencies and minimize…
Added 1 day ago
RM
Sales Associate | Upper Canada Mall (October - January)
Rocky Mountain Soap Company
Newmarket, ON
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 1 day ago
IH
Medical Leadership - Urgent and Primary Care Centre
Interior Health Authority
Vernon, BC
- Full-time
…provides physician leadership to support the delivery of high-quality, patient-centred care and the achievement of quality outcomes. The Medical Director also contributes to advancing the…
Added 1 day ago
AC
Manager, Assurance & Accounting (Remote)
ACCA Careers
ON · Kenora, ON
- 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 1 day ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Redvers, SK
- Full-time
…that reflects our promise of reliable, customer‑focused, and quality‑driven…
Added 1 day ago
QT
Building Science Lead
QEA Tech
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Building Science Lead will be responsible for maintaining the quality and consistency of technical deliverables, supporting the development of team members, helping coordinate…
Added 1 day ago
W
HSE Specialist
Worley
AB · Edmonton, AB
- Full-time
The HSE Advisor facilitates the safe performance of work. The aim of this role is to utilize professional judgement in assessing risk, reviewing risk and work practices, and determining the…

Desjardins

Personal Finance Advisor

Laval, QC, Canada
Caisse Desjardins des Grands boulevards de Laval, 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 23, 2026

Original job description

The work mode arrangement for the position is full-time on site

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

2026-11-6

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More about this job

Responsibilities

The advisor is responsible for building lasting relationships with clients by providing tailored financial advice and solutions to meet their goals. They also manage business growth, ensure service quality, and collaborate with experts to design integrated financial strategies.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least two years 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
Interpersonal savvy
Market trend analysis
Strategic planning
Communication
Financial planning

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
Risk Management
Mutual Fund Representative
Client Relations
Financial Planning
Business Development
Strategic Advice
Market Trends
Customer Focus
Action Oriented
Interpersonal Savvy
Nimble Learning
Equity
Diversity
Inclusion
Accessibility

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