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Added 13 mins ago
CA
Human Resources Business Partner (Temporary: 18 to 24 months)
Chartright Air Group
Mississauga, ON
- Temporary
Act as a strategic advisor to management, providing consultation on people management, workforce planning, succession and talent development, leveraging data-driven insights to enable…
Added 14 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
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 14 mins ago
D
Senior Legal Advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior legal affairs advisor, you help protect the organization's legal interests by ensuring it complies with all laws. You also play a key role in making sure that the organization's…
Added 14 mins ago
D
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 14 mins ago
D
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 14 mins ago
D
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 14 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 14 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 14 mins ago
E
Senior Engagement Manager
EXL
Canada
- Full-time
Enable machine learning, generative AI, agentic AI, and decision-intelligence solutions through scalable and governed data foundations.
Added 14 mins ago
CF
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 14 mins ago
B
Regional Vice President, Personal Banking, Durham
BMO
Whitby, ON
- Full-time
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Added 43 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
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 43 mins ago
CM
Senior Advisor, Zero Emissions
Coast Mountain Bus Company
Vancouver, BC · Greater Vancouver, BC
- $91,840 to $137,760 CAD / year
- Full-time
The Senior Advisor, Zero Emissions is responsible for analyzing energy and other technology or operational attributes to support decision-making and business transformation to support the…
Added 43 mins ago
T
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 43 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
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 43 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
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 59 mins ago
MC
Assistant Manager, Wealth Sales Support
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Create an inclusive, accountable and collaborative environment that encourages learning, sound judgment and continuous improvement.
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Foster a culture that embraces innovation, curiosity, learning, and operational excellence.
Added 1 hour ago
PC
Project Technologist
Pinchin Canada
Mississauga, ON
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 1 hour ago
PC
Project Technologist
Pinchin Canada
Richmond, BC
- Full-time
Success in this role comes from being dependable, detail-oriented, and open to learning, while contributing to strong project outcomes.
Added 1 hour ago
NA
Director, Organizational Development Services
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
…readiness, and enhance the employee experience. As a trusted advisor to senior and executive leaders, the Director will shape strategies related to culture, leadership, learning, talent,…
Added 1 hour ago
A
Enterprise Architecture Advisor
Alithya
QC · QC, Canada
- Full-time
Continuous growth and learning: Through partnerships with world-renowned education leaders, we provide access to thousands of top-rated online courses and certifications. With exclusive…
Added 1 hour ago
T
Senior Manager, Executive Communications
TD
Toronto, ON
- Full-time
Act as a trusted communications advisor and strategic sounding board, helping shape narratives, refine messaging and guide conversations on content, tone and stakeholder impact.
Added 1 hour ago
TE
Communications Advisor
TC Energy
Calgary, AB
- Full-time
…in every step, personal accountability, one team and active learning, we deliver the critical energy that North America and the world rely on while balancing reliability, affordability and…
Added 1 hour ago
YU
Systems Administrator
Yorkville University
Toronto, ON
- Full-time
…expanding access. Together, we deliver flexible, industry-informed learning that leads to meaningful…

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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