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Added 11 mins ago
A
Service Delivery Manager
Avanade
Toronto, ON
- Full-time
Build trusted advisor relationships with client technology and business teams.
Added 11 mins ago
O
NA Sales Representative, Commercial EXA & Hardware Sales Specialist
Oracle
Canada
- Full-time
This position is responsible for new account development and/or expanding existing accounts within an established geographic territory.
Added 11 mins ago
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Product Owner, Product management
Desjardins
Montréal-Ouest, QC
- 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 11 mins ago
BA
SALES - PRODUCT ADVISOR
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Job Summary: This position requires a high performing sales professional with excellent communication, interpersonal and negotiation skills. A willingness and commitment to growth and…
Added 11 mins ago
BA
AP & AR ADVISOR
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Job Summary: The AP & AR Team manages all accounts payable and receivable job functions for Birchwood. The AP & AR Advisor plays an integral role in the full cycle process and ensures that…
Added 41 mins ago
CU
Full Stack Web/Multimedia/Mobile Developer
Carleton University
Ottawa, ON
- Other
Named a Top 100 Employer in 2023, 2024 and 2025, and a National Capital Region Top Employer for 10 consecutive years, Carleton University is one of Canada’s most resourceful and productive…
Added 41 mins ago
Senior Insurance Advisor (Moose Jaw, SK)
Talent Acquisition Team at Westland Insurance. Text reply only.
Moose Jaw, SK
Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related…
Added 56 mins ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
The work of this position is designed and guided by theories and knowledge of universally designed instruction, student learning and development, CAS Standards, and reflects developmental…
Added 56 mins ago
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Learning & Development Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
The Manager, Learning & Development serves as a trusted partner and advisor to Takeda Canada’s commercial teams and the broader organization. The role is responsible for initiating,…
Added 56 mins ago
S
Business Analyst III
Seaspan
North Vancouver, BC
- Full-time
Promote a culture of collaboration, continuous learning, and professional development.
Added 1 hour ago
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Everyday Banking Advisor - Calgary Stephen Avenue
ATB Financial
Calgary, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 1 hour ago
S
Talent & Development Manager
Specsavers
Burnaby, BC
- Full-time
Serve as a trusted advisor on learning and development practices, tools, and employee development initiatives.
Added 1 hour ago
AC
Allstate Sales Agent Trainee -
Allstate Canada
Toronto, ON
- Full-time
…the more you can make. You’ll learn how to become a trusted advisor to your clients and make a real impact on their lives, all while building a rewarding career in…
Added 1 hour ago
CU
Graduate Administrator
Carleton University
Ottawa, ON
- Other
Named a Top 100 Employer in 2023, 2024 and 2025, and a National Capital Region Top Employer for 10 consecutive years, Carleton University is one of Canada’s most resourceful and productive…
Added 1 hour ago
CU
Co-op Student Advisor
Carleton University
Ottawa, ON
- Other
Working under the direction of the Assistant Manager, Co-op Operations, the Co-op Student Advisor, the primary point of contact for co-op students, is responsible for the success of…
Added 1 hour ago
CU
Career Consultant
Carleton University
Ottawa, ON
- Other
Named a Top 100 Employer in 2023, 2024 and 2025, and a National Capital Region Top Employer for 10 consecutive years, Carleton University is one of Canada’s most resourceful and productive…
Added 1 hour ago
CC
Financial Advisor
Conexus Credit Union
Paradise Hill, SK
- Full-time
You’re a quick thinker, a keen listener and eager to help others. You’re friendly and approachable and build relationships with ease. You have deep knowledge in the psychology of money,…
Added 1 hour ago
SW
ScotiaMcLeod Senior Associate
Scotia Wealth Management
Montreal, QC
- Full-time
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 hour ago
C
AI Strategist
Cognizant
Toronto, ON
- Full-time
Serve as a trusted advisor to executive clients on enterprise AI strategy, governance, operating models, and large-scale AI transformation.
Added 1 hour ago
SW
ScotiaMcLeod Administrative Associate, Laval
Scotia Wealth Management
Laval, QC
- Full-time
Learning and Development – free access to Scotia Academy to upskill and develop your skills.
Added 1 hour ago
UO
Employer Relations Specialist, Haskayne School of Business
University of Calgary
Calgary, AB
- Volunteer
…of Business (HSB) is a member of the Student Services team and reports to the Manager, Career & Life Design. The scope of the Career and Life Design team focuses primarily on: 1) career…
Added 1 hour ago
UO
Analyst, Financial Reporting
University of Calgary
Calgary, AB
- Full-time
This position reports to the Manager, Financial Reporting, and will support the financial reporting team who are responsible for providing consultation and support services to the…
Added 1 hour ago
N(
Director, Organizational Development Services
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Serve as a trusted advisor and thought leader to executive and senior leaders on organizational culture, effectiveness, talent management, and learning and development.
Added 1 hour 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 1 hour 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…

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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