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B
Customer Service Representative
BMO
Toronto, ON
- Part-time
Supports customer requests for banking services, including handling transactions and customer inquiries.
Added 1 min ago
Baseperson I (Temporary Backfill) (Sydney River)
The Government of Nova Scotia
NS · SYDNEY RIVER, NS
…equipment operators are dispatched to proper plow routes and support them by providing information and monitoring locations through radio contact and AVL technology. You are also a key…
Added 1 hour ago
Clinical Psychologist, Health Psychology Team
Nova Scotia Health and IWK Health
Halifax, NS
…Immigrants/Newcomers, Persons with Disabilities, and 2SLGBTQIA+ to apply to support our goal for our workforce to be representative of the patients, families, and communities that we care…
Added 1 hour ago
Health Care Social Worker B (BSW) - Social Work
Nova Scotia Health and IWK Health
Windsor, NS
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 1 hour ago
Environmental Services Worker - Environmental Services
Nova Scotia Health and IWK Health
Kentville, NS
Reporting to the Assistant Manager - Facility Support Services, the Environmental Service Worker maintains a clean, safe, and functional environment for patients, families, staff and…
Added 1 hour ago
AF
Child Development Specialist
Allies for Every Child
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
Visit EHS family childcare homes to both ensure that family goals are fully supported by providers as well as to support comprehensive services for each family
Added 1 hour ago
M
Summer Intern 2027 - Private Wealth
Manulife
Montreal, QC
- Full-time
Support growth initiatives and key priorities for Manulife's high-net-worth Private Wealth business.
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 2 hours ago
SH
Licensed Practical Nurse - Repost
Southern Health-Santé Sud
Steinbach, MB
- Full-time
The Licensed Practical Nurse (LPN) applies the nursing process to support clients/residents/patients in achieving and maintaining their optimum level of health within a people‐centered care…
Added 2 hours ago
AH
Registered Nurse - Emergency
Alberta Health Services
AB · Strathcona County, AB
- Part-time
…a variety of Ambulatory, Laboratory, and Diagnostic Imaging services. This position is the “front line” representative in delivering care within the Emergency Department. Based on a primary…
Added 3 hours ago
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Part Time Sales Representative (Koodo) | Market Mall
TELUS
Calgary, AB
- Part-time
We strive to ensure you have the support and resources you need to be successful at work and at home
Added 4 hours ago
Ready-Mix Supervisor
Amrize
Regina, SK
…bi-weekly toolboxes and monthly Safety Meetings; act as Management representative of JHSC and ensure compliance with applicable health & safety policies and…
Added 6 hours ago
H
Nurse Practitioner
HealthCareersInSask.ca
Regina, SK
- Part-time
…best practices. The Nurse Practitioner will provide care and services at the Urgent Care Centre within their full scope of practice and competencies for clients both independently and…
Added 6 hours ago
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Unit Assistant
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
Job Description: Provides support to a unit/department by performing reception, clerical, portering and cleaning duties.
Added 6 hours ago
Emergency Medical Technician
HealthCareersInSask.ca
Cut Knife, SK
Job Description: Reporting to the Manager or designate for the area of province they are working, the Emergency Medical Services - EMT/PCP responds to emergency and non-emergency events.…
Added 6 hours ago
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Nurse A Registered Nurse
HealthCareersInSask.ca
Meadow Lake, SK
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 6 hours ago
Prosthetist Certified
HealthCareersInSask.ca
Regina, SK
…is a member an interdisciplinary team who provide prosthetic services by way of assessing, manufacturing and fitting prosthetic appliances as prescribed by a physician. The incumbent…
Added 6 hours ago
H
Nurse Practitioner
HealthCareersInSask.ca
Regina, SK
- Full-time
…best practices. The Nurse Practitioner will provide care and services at the Urgent Care Centre within their full scope of practice and competencies for clients both independently and…
Added 6 hours ago
H
Assisted Daily Living Recreation Worker
HealthCareersInSask.ca
Regina, SK
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 6 hours ago
H
Emergency Medical Technician
HealthCareersInSask.ca
Leader, SK
- Part-time
…stabilization and transport of ill or injured persons at the Basic Life Support level. The PCP will provide care with strict adherence to: Saskatchewan Health Authority (SHA) core values,…
Added 6 hours ago
IH
Registered Nurse/Registered Psychiatric Nurse (RN/RPN) | Mental Health and Substance Use
Interior Health Authority
Kelowna, BC
- Internship
We offer a range of employee benefits and services for eligible positions, to support you at every stage of your career:
Added 6 hours ago
IH
Registered Nurse/Registered Psychiatric Nurse (RN/RPN) | Mental Health and Substance Use
Interior Health Authority
Kelowna, BC
- Internship
We offer a range of employee benefits and services for eligible positions, to support you at every stage of your career:
Added 6 hours ago
IH
Registered Nurse/Registered Psychiatric Nurse (RN/RPN) | Mental Health and Substance Use
Interior Health Authority
Kelowna, BC
- Internship
We offer a range of employee benefits and services for eligible positions, to support you at every stage of your career:
Added 6 hours ago
CC
Program Manager
Cameco Corporation
Saskatoon, SK
- Full-time
At Cameco we understand the value of a diverse workforce and we embrace, encourage and support workplace inclusion and diversity. New ideas, perspectives, experiences, and expertise make…
Added 6 hours ago
C
Maintenance & Asset Manager
Connective
Kamloops, BC
- Full-time
Connective is a dynamic non-profit organization that provides innovative programming in the social services sector. We strive to create safe, healthy, and inclusive communities for all.

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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