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Added 6 mins ago
PS
Advisor, Information Security Architecture
Public Sector Pension Investment Board
Montreal, QC
- Full-time
As an Advisor, Security Architecture, you will report to the Manager, Information Security and be part of the broader Information Security group. You will contribute to PSP’s security…
Added 6 mins ago
Manager, Commercial Asset Management
Trans Mountain
Calgary, AB
Added 6 mins ago
FR
Safety Advisor - Stevens Group
Facet Recruitment
Dartmouth, NS
- Full-time
The Safety Advisor will support Stevens Group operations within Halifax Regional Municipality, with occasional travel within Nova Scotia and New Brunswick as required.
Added 7 mins ago
UH
Patient Relations Advisor
University Health Network
Toronto, ON
- Contract
The Patient Relations Advisor advocates for patients and their essential care partners to ensure fair, respectful, and equitable treatment in alignment with legislative requirements and UHN…
Added 36 mins ago
GM
Field Claims Advisor Property
Gore Mutual Insurance
Vancouver, BC
- Full-time
As a Field Claims Advisor, Property, you will provide exceptional customer service and effective cost control while managing property claims within your assigned territory. Based from your…
Added 37 mins ago
Field Claims Advisor Property
Gore Mutual Insurance
Vancouver, BC
As a Field Claims Advisor, Property, you will provide exceptional customer service and effective cost control while managing property claims within your assigned territory. Based from your…
Added 1 hour ago
Business Advisor - Vaughan Market, ON
Scotiabank
Woodbridge, ON
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 2 hours ago
C
Health and Safety Advisor - Jobsites
Canam
Mississauga, ON
- Contract
As Health and Safety Advisor - Jobsite, you are primarily responsible for managing the health and safety prevention component of the worksites assigned to you. You will support and advise…
Added 2 hours ago
C
Health and Safety Advisor - Jobsites
Canam
Mississauga, ON
- $35 to $40 CAD / hour
- Contract
As Health and Safety Advisor - Jobsite, you are primarily responsible for managing the health and safety prevention component of the worksites assigned to you. You will support and advise…
Added 3 hours ago
CO
Strategic Management Lead
City of Edmonton
AB · Edmonton, AB
- Full-time
…to shape the future of Edmonton. You will serve as a trusted advisor to senior leadership, developing the City’s Enterprise Performance Management system and leading implementation of…
Added 3 hours ago
H
Insurance Advisor
Howden
Winchester, ON
- Full-time
Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.
Added 3 hours ago
GO
Senior Energy Advisor
Government of Yukon
Whitehorse, YT
- Full-time
The Senior Energy Advisor is part of a team that develops, implements and evaluates energy programs and initiatives designed to achieve the Yukon’s energy objectives with an emphasis on…
Added 4 hours ago
NB
Contract Implementation Coordinator
National Bank of Canada
Montreal, QC
- Full-time
…support sales conversion. Your work has a direct impact on the advisor experience, collaboration with insurance carriers, and the operational performance of National Bank Insurance…
Added 4 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 4 hours ago
NR
Children’s Services Program Supervisor
Niagara Region
ON · Niagara, ON
- Contract
Added 5 hours ago
RB
Financial Advisor
Royal Bank of Canada
New Westminster, BC
- 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 7 hours ago
R
Financial Advisor
RBC
New Westminster, BC
- 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 7 hours ago
Strategic Management Lead
City of Edmonton
AB
…to shape the future of Edmonton. You will serve as a trusted advisor to senior leadership, developing the City’s Enterprise Performance Management system and leading implementation of…
Added 8 hours ago
T&
Senior Consultant, Infrastructure Cost & Commercial (Senior Estimator/QS)
Turner & Townsend
Toronto, ON
- Full-time
…projects and are comfortable operating as a consultant and trusted advisor to clients and…
Added 8 hours ago
D
Senior investigations advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As senior investigations advisor, you help apply tactics, techniques and procedures for investigations, inquiries, liaisons and information to a wide range of administrative and security…
Added 8 hours ago
D
Senior Advisor, Operational efficiency
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior operational efficiency advisor, you help design and improve business processes and operations based on business models and organizational structures to boost operational…
Added 8 hours ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 8 hours ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 8 hours ago
C
Mortgage Solutions Advisor, Remote - Bilingual
CIBC
Montreal, QC
- Full-time
As a Mortgage Solutions Advisor you will play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Your…
Added 8 hours ago
C
Executive Director, Global Markets Trading & Financing - Business Management
CIBC
Toronto, ON
- Full-time
…Resource Management (FRM) businesses. You will act as a strategic advisor to business leadership and as the principal liaison between the front office and partners across CIBC to ensure…

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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