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Added 2 mins ago
Financial Advisor - Eastgate Crossing, Regina, Saskatchewan
Scotiabank
Regina, SK
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 2 mins ago
Financial Advisor - Sardis, Chilliwack BC
Scotiabank
Chilliwack, BC
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 17 mins ago
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Senior Manager- Clean Economy
Deloitte
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Initially, through interaction with clients and the client service teams, you will be involved with consulting and preparing claims related to the Clean Economy ITCs. As these ITCs are…
Added 17 mins ago
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Machine Learning Educator
Amii (Alberta Machine Intelligence Institute)
AB · Edmonton, AB
- Full-time
“Are you passionate about content and curriculum development, translating technical information, and helping individuals and companies grow in their understanding of artificial intelligence…
Added 17 mins ago
D
Senior Manager- Clean Economy
Deloitte
Fredericton, NB
- Full-time
Initially, through interaction with clients and the client service teams, you will be involved with consulting and preparing claims related to the Clean Economy ITCs. As these ITCs are…
Added 17 mins ago
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Senior Manager- Clean Economy
Deloitte
Saint John, NB
- Full-time
Initially, through interaction with clients and the client service teams, you will be involved with consulting and preparing claims related to the Clean Economy ITCs. As these ITCs are…
Added 17 mins ago
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Director, Enterprise Risk Management
goeasy Ltd.
Mississauga, ON
- Full-time
Provide strategic risk advisory: Serve as a trusted advisor to senior leadership, providing insights, constructive challenge, and practical recommendations that balance business objectives,…
Added 17 mins ago
HR Advisor (Employee Relations)
Hudbay Minerals
Princeton, BC
Reporting to the Human Resources Superintendent, Employee Relations, the HR Advisor provides expert advisory services and support for the Copper Mountain Mine’s performance management…
Added 17 mins ago
US Corporate Tax - Toronto - Senior Manager
EY
Toronto, ON
As a US Tax Senior Manager in our U.S. Tax Practice, you will lead large and complex engagements, serving as a trusted advisor to multinational clients across public and private sectors.…
Added 32 mins ago
DC
Strategic Lead – Transportation Planning & Strategy
Dillon Consulting Limited
Guelph, ON · Hamilton, ON · Kingston, ON · Kitchener, ON · London, ON · Oakville, ON · Ottawa, ON · Toronto, ON · Vaughan, ON · Windsor, ON · North York, ON
- Full-time
As a key senior resource, you will also serve as Project Director, Project Manager or Senior Advisor on multi-modal planning assignments, environmental assessments, secondary plans, transit…
Added 47 mins ago
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Financial Advisor - Willowbrook Park, Langley BC
Scotiabank
Langley (District), BC · City of Langley, BC
- Full-time
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 1 hour ago
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Senior DevSecOps Engineer
Fintel Connect
Vancouver, BC
- Full-time
A rapidly growing organization with real career progression and continuous learning
Added 1 hour ago
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Senior Advisor, Management information
Desjardins
Aurora, ON · Mississauga, ON · Levis, QC · Montreal, QC
- Full-time
As a senior management information advisor, you help extract data and produce reports and indicators for the organization by developing and administering information systems. You analyze…
Added 1 hour ago
D
Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 1 hour ago
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Insurance Advisor
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Kelowna, BC
- Full-time
As an Insurance Advisor, you’ll launch an exciting BCAA career by building strong, trusting relationships with our customers by helping them select the right mix of insurance products and…
Added 1 hour ago
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Sales Advisor
Sienna Senior Living
Whitby, ON
- Full-time
…bringing our core values of positivity, accountability, community, and caring to life. In this capacity, the Sales Advisor plays a critical role in promoting and maintaining the occupancy…
Added 1 hour ago
Financial Advisor - future opportunity, Humboldt, SK
Scotiabank
Humboldt, SK
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 1 hour ago
Financial Advisor - future opportunity, Winnipeg area
Scotiabank
Winnipeg, MB
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 1 hour ago
Benefits Advisor
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Calgary, AB
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Added 1 hour ago
Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 1 hour ago
Senior Policy Advisor
Government of Alberta
AB
This position provides support to the Strategic Policy branch and unit in the development of forward-looking strategic policy, system planning and legislation impacting the transportation…
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Paid Services Beauty Advisor II - Part Time
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London, ON
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Continuous Learning & Brand Expertise Stay current on beauty trends, products, techniques, and service offerings through ongoing training and development.
Added 1 hour ago
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Services Lead, Stores - Full Time
Sephora
Vancouver, BC
- $22.85 to $28.55 CAD / hour
- Full-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 1 hour ago
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Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Added 1 hour ago
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Outbound Capital Account Executive
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
…tactics. As trusted experts, you are responsible for business development activities in your assigned territory with the goal to drive awareness and adoption of Lightspeed Capital in the…

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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