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Added 27 mins ago
MM
Representative, Customer Service - Email
MSC Mediterranean Shipping Company
Vancouver, BC
- $60,000 to $65,000 CAD / year
- Full-time
The Client Service Representative – Email Channel is responsible for delivering timely, accurate, and professional support by managing customer inquiries received through email while…
Added 27 mins ago
LC
Case Manager_FT-Contract
LOFT Community Services
Toronto, ON
- $57,007 to $71,647 CAD / year
- Contract
…degree in human services, coupled with at least three years of experience working with the client population in order to apply the theories to practical…
Added 27 mins ago
A
Représentant des ventes véhicles neufs - MINI Montréal Centre
AutoCanada
Montreal, QC
- Other
Au moins 3 ans d'expérience dans un rôle en contact avec la clientèle requis, une expérience dans la vente au détail, les ventes, le marketing et le service client étant préférable.
Added 42 mins ago
SP
Project Coordinator - Residential Construction
SEYMOUR PACIFIC DEVELOPMENTS LTD.
Campbell River, BC
- Full-time
Attend client meetings and liaise with owner representative
Added 42 mins ago
Team Lead Retail Sales Representative - Calgary
Encore
Calgary, AB
The Role: Team Lead Retail Sales Representative for General Mills/Blue Buffalo - Calgary Territory - 40 HRS/WEEK - 62,000$/year
Added 42 mins ago
D
Advisor, Personal
Desjardins
Montreal, QC
- Full-time
…relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help build and maintain business relationships…
Added 42 mins ago
SP
Project Coordinator - Residential Construction
Seymour Pacific Developments
Campbell River, BC
- Full-time
Attend client meetings and liaise with owner representative
Added 57 mins ago
C
Client Associate Wood Gundy
CIBC
Penticton, BC
- Part-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 57 mins ago
C
Financial Services Representative II
CIBC
Oakville, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 57 mins ago
H
Nurse A - Registered Nurse
HealthCareersInSask.ca
Prince Albert, SK
- Part-time
…assessment, planning, implementation and evaluation of comprehensive client centered…
Added 57 mins ago
H
Nurse A - Registered Nurse
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
…assessment, planning, implementation and evaluation of comprehensive client centered…
Added 57 mins ago
H
Nurse A - Registered Nurse
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
…assessment, planning, implementation and evaluation of comprehensive client centered…
Added 57 mins ago
H
Nurse Practitioner
HealthCareersInSask.ca
Mankota, SK
- Full-time
3 years experience as an RN in primary care, public health or acute care
Added 57 mins ago
H
Nurse A - Registered Nurse
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
…assessment, planning, implementation and evaluation of comprehensive client centered…
Added 57 mins ago
Financial Advisor, Investment & Retirement Planning
Scotiabank
Hamilton, ON · Ancaster, ON
Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Added 57 mins ago
M
Winter Co-op 2027 - Data & Analytics
Manulife
Toronto, ON
- Full-time
…decision-making at Manulife through the Data Office. You’ll gain hands-on experience across key areas like Customer Experience, Data Analytics, and Continuous Improvement, while building…
Added 57 mins ago
Sales Representative - Facility Services
Cintas
Tecumseh, ON
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 57 mins ago
Sales Representative - Facility Services
Cintas
Windsor, ON
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 57 mins ago
GL
Director/Senior Director of Research, Canada
Glass Lewis & Co
Toronto, ON
- $120,000 to $150,000 CAD / year
…shape department-level priorities. You will also serve as a key representative of the Canadian market, engaging with current and prospective clients and…
Added 57 mins ago
R&
Operations Officer II
Robertson & Company Ltd.
Mississauga, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 1 hour ago
Customer Care Representative-Sault Ste. Marie Ontario
Sonova AG
Sault Ste. Marie, ON
If so, we think you belong here at Connect Hearing as a Customer Care Representative!
Added 1 hour ago
A
Account Transfer Representative
Altis
Toronto, ON
- $26 to $28 CAD / hour
- Contract
Are you a financial services professional with hands-on experience processing ATON or non-ATON account transfers? An established organization in the financial services industry is seeking…
Added 1 hour ago
L
Applied AI Engineer
Luxoft
Canada
- Full-time
Our client is an energy solutions provider. Our AI-enabled platform supports operations, tracking and decision-making to optimize large-scale renewable and traditional energy portfolios.…
Added 1 hour ago
RC
Gestionnaire de Comptes
Randstad Canada
Montreal, QC
- Full-time
Formation ou expérience en Finance/Comptabilité : Baccalauréat/DEC en comptabilité ou finance, expérience antérieure dans le domaine financier, ou compréhension approfondie de la fonction…
Added 1 hour ago
A
HVAC Service Sales Representative – Maintenance Contracts
Aplin
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Our client, a well-established commercial HVAC company in the Lower Mainland, BC, is seeking a driven HVAC Service Sales Representative to grow its preventative maintenance and service…

Desjardins

Personal Finance Advisor

Montreal, 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 required

Drive results, Interpersonal Savvy

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)

CAISSE SOLIDAIRE DESJARDINS (92276 / Conv_Col_00109) (2018-01-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-10

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide tailored financial advice and integrated strategies. Your role involves recommending investments, loans, and insurance products while balancing client satisfaction with business profitability and risk management.

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 management
Insurance product knowledge
Risk management
Interpersonal savvy
Market trend analysis
Financial strategy development
Client satisfaction
Service quality assessment

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 Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Mutual Fund Representative
Client Relations
Financial Strategy
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Desjardins

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