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Added 5 hours ago
Casual - Licensed Practical Nurse (Prince George)
Connective
Prince George, BC
Connective is part of a portability program where employees moving from a CSSEA-member employer to Connective will port their service hours for vacation and wage purposes (within last 12…
Added 20 hours ago
FF
Member Service Representative
Flin Flon Credit Union
Flin Flon, MB
- Full-time
Role Description The Member Service Representative is a full-time, on-site position located in Flin Flon, MB. In this role, the representative greets and assists members in person and by…
Added 1 day ago
CC
Member Services Representative (Full-time) - Kelowna
Coast Capital
Kelowna, BC
- Full-time
On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice and service approach with demonstrated ability to proactively listen and identify…
Added 1 day ago
SC
Financial Service Representative MSC
StellerVista Credit Union
Cranbrook, BC
- Full-time
…organization dedicated to cooperative values and exemplary member service, this could be just what you’re looking for. We are currently recruiting for the position of Financial Services…
Added 1 day ago
SC
Financial Service Representative
StellerVista Credit Union
BC · Fernie, BC
- Full-time
…organization dedicated to cooperative values and exemplary member service, this could be just what you’re looking for. We are currently recruiting for the position of Financial Service…
Added 1 day ago
NS
Care Team Assistant - Progressive Care Unit
Nova Scotia Health Authority
Antigonish, NS
- Internship
…care based on the needs of the patient and program/unit. As a member of the collaborative care team, the Care Team Assistant is responsible for supporting patients' activities of daily…
Added 1 day ago
SH
Home Care Attendant-Aide - Soins à domicile
Southern Health-Santé Sud
Ste. Anne, MB
- Full-time
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 1 day ago
SH
Home Care Attendant-Aide - Soins à domicile
Southern Health-Santé Sud
Niverville, MB
- Full-time
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 1 day ago
D
Personal Finance Advisor
Desjardins
Thetford Mines, QC · Caisse Desjardins de la Région de Thetford
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 1 day ago
Home Care Attendant-Aide - Soins à domicile
Winnipeg Regional Health Authority
Niverville, MB
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 1 day ago
Home Care Attendant-Aide - Soins à domicile
Winnipeg Regional Health Authority
Ste. Anne, MB
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 1 day ago
NC
Member Representative
Northern Credit Union
Kirkland Lake, ON
- Full-time
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across…
Added 1 day ago
D
Personal Finance Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Beauport
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 1 day ago
Information and Early Resolution Officer (Clerk 4)
The Government of Nova Scotia
Halifax, NS
Employment Equity Statement: Our goal is to be a diverse workforce that is representative, at all job levels, of the citizens we serve. The Government of Nova Scotia has an Employment…
Added 1 day ago
PC
Member Service Representative
Provincial Credit Union
Stratford, PE
- Full-time
Member Service Representative - 12 month term
Added 1 day ago
V
Financial Services Representative (BCGEU) - Main Street (9-Month Contract)
Vancity
Vancouver, BC
- Full-time
We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status…
Added 1 day ago
OPTACA Claim Coordinator (Clerk 3)
The Government of Nova Scotia
Halifax, NS
Employment Equity Statement: Our goal is to be a diverse workforce that is representative, at all job levels, of the citizens we serve. The Government of Nova Scotia has an Employment…
Added 1 day ago
V
Financial Services Representative (BCGEU) - Main Street
Vancity
Vancouver, BC
- Full-time
We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status…
Added 1 day ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 1 day ago
V
Senior Financial Services Representative - Lonsdale
Vancity
North Vancouver, BC
- Full-time
As a Senior Financial Services Representative, you will leverage your communication skills as you effectively manage complex situations, problem solve and provide personalized advice.…
Added 1 day ago
D
Wealth Management Advisor
Desjardins
Laval, QC · Caisse Desjardins des Grands boulevards de Laval
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 1 day ago
Senior Policy Analyst
The Government of Nova Scotia
Halifax, NS
Employment Equity Statement: Our goal is to be a diverse workforce that is representative, at all job levels, of the citizens we serve. The Government of Nova Scotia has an Employment…
Added 1 day ago
Care Team Assistant - Progressive Care Unit
Nova Scotia Health and IWK Health
Antigonish, NS
…care based on the needs of the patient and program/unit. As a member of the collaborative care team, the Care Team Assistant is responsible for supporting patients' activities of daily…
Added 1 day ago
D
Client Financial Services Agent
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
…your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide…
Added 1 day ago
D
Personal Finance Advisor
Desjardins
Laval, QC · Caisse Desjardins des Grands boulevards de Laval
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.

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 23, 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

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

Apply About employer

More about this job

Responsibilities

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

Requirements

Candidates must possess a college diploma in a related field and at least two years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is required, along with proficiency in French.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Interpersonal savvy
Customer focus
Action oriented
Nimble learning
Financial analysis
Strategic planning
Market trend analysis
Community outreach

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
Customer Satisfaction
Mutual Fund Representative
Hybrid Work
Financial Planning
Strategic Advice
Market Trends
Community Outreach
Defined Benefit Pension
Telemedicine
Wellness Reimbursement

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