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Added 25 mins ago
V
Senior Manager
Visa
Toronto, ON
- Full-time
The Sr. Consultant Specialist, Client Success Manager is a client‑facing individual contributor role, acting as a subject‑matter expert across client operations, execution, and performance…
Added 25 mins ago
R
Financial Advisor Intern
RBC
Richmond, 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 25 mins ago
R
Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
RBC
Toronto, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 25 mins ago
R
Client Advisor
RBC
St. John's, NL
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 25 mins ago
R
Associate
RBC
Kamloops, BC
- Full-time
Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for…
Added 25 mins ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 40 mins ago
NB
Banking Advisor
National Bank of Canada
Red Deer, AB
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 40 mins ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 40 mins ago
NB
conseiller Bancaire
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 40 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 40 mins ago
P
System Configuration Specialist / Spécialiste en configuration de systèmes (CS002)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the Regional Installation Manager, the System Configuration Specialist plays a key role in supporting Our Client's operations by configuring, troubleshooting, and maintaining…
Added 40 mins ago
NB
Technical Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Technical Advisor in the Registration Department team at National Bank means acting as a specialist in regulatory requirements. It is through your data analysis and knowledge…
Added 40 mins ago
D
Advisor, Securities
Desjardins
Hawkesbury, ON · Gatineau, QC
- Full-time
…services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds,…
Added 40 mins ago
D
Product Owner, Product management
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As Product Owner, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of products and services…
Added 40 mins ago
C
Sr. Financial Advisor CIRO-ID (Urban)
CIBC
Toronto, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…
Added 40 mins ago
C
People Change Management & Communications Co-op
CIBC
Toronto, ON
- Full-time
…projects of the CIBC Contact Centre. These projects will deliver client experience improvements, productivity benefits, and resiliency for the Contact Centre via digitization,…
Added 40 mins ago
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Regional Vice President, Personal Banking, Toronto East & Pickering
BMO
Toronto, 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 40 mins ago
B
COORDINATOR, OPERATIONS SUPPORTS - ADVISORY SERVICES (Temporary, 6 months)
BDC
Montreal, QC
- Full-time
…recommend or initiate actions to stakeholders to ensure a seamless client experience with consulting project delivery. Be flexible to support other team members and adjust to changing…
Added 55 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 55 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 55 mins ago
R
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 55 mins ago
R
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 1 hour 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 1 hour 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 1 hour 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…

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

The work mode arrangement for the position is full-time on site

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

2026-11-10

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building lasting relationships with members and clients to provide tailored financial advice and solutions. They drive business results by recommending investments, loans, and insurance products while ensuring sound risk management.

Requirements

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

Skills

Financial advising
Relationship management
Investment recommendations
Loan processing
Insurance products
Risk management
Customer satisfaction
Market trends 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
Reimbursement of telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Client Relations
Mutual Fund Representative
Financial Strategy
Market Trends
Business Development
Customer Service
Financial Planning
Portfolio Management

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