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Added 3 mins ago
C
Senior Partner, Learning & Talent Development
Croesus
Laval, QC
- Full-time
…professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under…
Added 3 mins ago
A
Partners in Performance - Performance Strategy Principal Director
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC · Regina, SK
- Full-time
…communities around the world. The sheer scale of our capabilities and client engagements and the way we collaborate, operate, and deliver value provides an unparalleled opportunity to grow…
Added 3 mins ago
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Financial Advisor
RBC
ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 3 mins ago
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Client Advisor
RBC
Glenboro, MB
- Part-time
Assists clients across all branch areas with everyday banking transactions, ensuring accurate service and adherence to client service standards while building operational knowledge.
Added 18 mins ago
CA
Human Resources Business Partner (Temporary: 18 to 24 months)
Chartright Air Group
Mississauga, ON
- Temporary
This is a hands-on HR role supporting assigned client groups across the full employee lifecycle. You will build strong working relationships with managers and employees while delivering…
Added 18 mins ago
VD
Conseillère, conseiller – Santé, sécurité et mieux-être
Ville de Pointe-Claire / City of Pointe-Claire
Pointe-Claire, QC
- Full-time
Reporting to the Senior Business Partner - Human Resources, the incumbent of the Advisor – Health, Safety and Wellness position is responsible for providing guidance, coaching and necessary…
Added 18 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 18 mins ago
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Senior Advisor, Data engineering
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, sorting and transparently mining data. You help develop, maintain,…
Added 18 mins ago
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Advisor, Personal
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in…
Added 18 mins ago
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Personal Finance Advisor
Desjardins
Sainte-Julienne, QC
- 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 18 mins ago
Manager, Strategic Partnerships & Growth
Scotiabank
Ottawa, ON
…differentiated partnership propositions that deliver measurable client acquisition, revenue and enterprise value. Acting as a trusted advisor to internal and external stakeholders, the…
Added 18 mins ago
ScotiaMcLeod Senior Associate
Scotiabank
Montreal, QC
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 18 mins ago
Financial Advisor, Investment & Retirement Planning (Canada)
Scotiabank
Edmonton, AB
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 18 mins ago
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Senior Engagement Manager
EXL
Canada
- Full-time
Build trusted relationships with client executives and senior business, data, digital, operations, engineering, supply chain, and technology leaders.
Added 18 mins ago
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Consultant, Advisor Development
CI Financial
Toronto, ON
- Full-time
Reporting to the VP of Practice Management of CIGAM, the Consultant, Advisor Development is responsible for delivering consultations, workshops, and educational programs that help financial…
Added 18 mins ago
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Regional Vice President, Personal Banking, Durham
BMO
Whitby, ON
- Full-time
Addresses escalated sales or relationship management issues to retain the business and provides strategic thinking to resolve the issue for the benefit of the client.
Added 48 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 48 mins ago
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HR Business Partner
TransLink
Vancouver, BC · Greater Vancouver, BC
- $84,480 to $126,720 CAD / year
- Full-time
The Human Resources (HR) Business Partner acts as a strategic partner and trusted advisor to assigned client groups, providing consultation, advice, and coaching to business leaders and…
Added 48 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Quebec, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 48 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Levis, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 48 mins ago
MI
Microsoft Dynamics CRM Developer
Maarut Inc
Montreal, QC
- Contract
The client is looking for a senior developer whose main field is Microsoft Dynamics CRM, with command of the CI/CD chain. The role covers the full cycle: requirements analysis, design,…
Added 48 mins ago
Retail Sales Representative - Vaughan
Encore
Vaughan, ON
Our client is Unilever - one of the world’s most trusted names in nutrition, hygiene, and personal care. With 400+ household brands (think Axe, Dove, OLLY, Hellmann’s), they’re committed to…
Added 48 mins ago
Retail Sales Representative - Toronto
Encore
Toronto, ON
Our client is Unilever - one of the world’s most trusted names in nutrition, hygiene, and personal care. With 400+ household brands (think Axe, Dove, OLLY, Hellmann’s), they’re committed to…
Added 48 mins ago
JC
Asset Management - Institutional Sales Associate, Canada
JPMorgan Chase & Co.
Toronto, ON
- Full-time
As an Institutional Sales Associate (ISA), you will be working with your client advisor(s) helping Institutional clients/prospects navigate the complexities of the broader capital markets…
Added 1 hour ago
WT
Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)
Wealthsimple Technologies
Remote, Canada
- $156,000 to $195,000 CAD / year
- Full-time
- Remote
Your scope is the whole of Wealthsimple's advice business, not a single client segment. This role lives at the intersection of sales, service, product innovation, and commercial execution,…

Desjardins

Personal Finance Advisor

Saint-Sauveur, QC, Canada
Sainte-Adèle, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 2026
Posting language: English
Posted: Oct 27, 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 requiredd

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

2026-11-10

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide tailored financial advice and solutions. They must balance member satisfaction with business objectives while managing risk and staying current on market trends.

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
Financial Advisor
Investments
Loans
Insurance
Risk Management
Mutual Fund Representative
Financial Services
Market Trends
Client Relations
Business Development
Hybrid Work
Pension Plan
Telemedicine

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