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Added 13 mins ago
D
Advisor, Business development and sales support
Desjardins
Montreal, QC · Quebec, QC
- Part-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 13 mins ago
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Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC
- 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 13 mins ago
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Administrative Associate, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
Added 42 mins ago
KR
Senior Manager, Corporate Tax
Kassen Recruitment
AB · Edmonton, AB
- Full-time
Added 43 mins ago
Talent Acquisition Advisor (12 Month Contract)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC
As a Talent Acquisition Advisor, you’ll manage a high-volume portfolio and work closely with hiring leaders to attract, engage and hire great talent. From developing recruitment strategies…
Added 1 hour ago
Pharmacist, Drug Information
Sinai Health
Toronto, ON
…Information at Mount Sinai Hospital, you will serve as a trusted advisor to clinicians and care teams, providing expert drug information that supports safe, evidence-based medication…
Added 1 hour ago
A
Data Architecture Advisor
Alithya
QC · QC, Canada
- Full-time
Added 2 hours ago
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Business Development Manager, Inside Sales
CMLS
Calgary, AB
- Full-time
Added 2 hours ago
VC
Manager of Financial Planning & Analysis
Victoria Cool Aid Society
Victoria, BC
- Full-time
The Financial Planning and Analysis Manager (Manager, FP&A) is responsible for leading organization-wide budgeting, forecas
Added 3 hours ago
OI
Continuing Care Assistant (CCA) Program Manager
Oxford International
Halifax, NS
- $100,000 to $800,000 CAD / year
- Full-time
Added 3 hours ago
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Summer Intern 2027 - Private Wealth
Manulife
Montreal, QC
- Full-time
…contribute to business growth initiatives and enhance the client and advisor experience. As an intern, you will actively collaborate with cross-functional teams, engage in business…
Added 3 hours ago
NB
Private Wealth Advisor (1859)
National Bank of Canada
Quebec, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
Added 3 hours ago
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
Added 3 hours ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
Added 3 hours ago
NB
BANKING ADVISOR
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 3 hours ago
NB
Senior Advisor Regulatory Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Chief Advisor in the Prudential Standards and Oversight Office at National Bank means playing a central role in strengthening the Bank’s prudential risk governance, regulatory…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Dollard-Des Ormeaux, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and 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…
Added 4 hours ago
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Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
Added 4 hours ago
AH
Advisor - Board Coordination
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
Added 4 hours ago
Senior Manager, Leadership Recruiting
Bain & Company
Toronto, ON
Added 8 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Added 9 hours ago
RB
Senior Will and Estate Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 9 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Ajax, ON
- Part-time
Added 10 hours ago
MS
Organizational Dashboard Director
Morgan Stanley
Montreal, QC
- Full-time

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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