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Added 13 mins ago
SC
Member Advisor (Financial Advisor)
Sudbury Credit Union
Sudbury, ON
- Full-time
Added 13 mins ago
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Financial Advisor CIRO-ID (Urban)
CIBC
Ottawa, ON
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 28 mins ago
Engineering Lead- Global Payments Engineering
Scotiabank
Toronto, ON
Act as a trusted advisor on Agile practices, product strategy alignment, and organizational impediments.
Added 28 mins ago
Senior Product Acceleration Specialist - Auth0
Okta
Toronto, ON
…technical, developer-centric role, you will act as a trusted advisor to enterprise engineering, architecture, security, and application teams, helping them deploy complex, low-friction,…
Added 28 mins ago
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Risk Advisor
Mindlance
Toronto, ON
- $45 to $50 CAD / hour
- Contract
Added 28 mins ago
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Talent Acquisition Advisor
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…
Added 28 mins ago
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Associate Investment Advisor
Groom & Associés / Associates
Dorval, QC
- Full-time
For more information on our recruitment service, please visit our website www.groomassocies.com
Added 44 mins ago
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Client Advisor
Royal Bank of Canada
Halifax, NS
- Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 44 mins ago
AY
Global Operations Coordinator
Avison Young Canada
Toronto, ON
- Full-time
…economic, social and environmental value as a global real estate advisor, powered by people.We care about each other and we have each other’s backs. This makes Avison Young a great place to…
Added 44 mins ago
GL
Talent Acquisition Manager (Corporate & Technical Recruitment)
goeasy Ltd.
Mississauga, ON
- Full-time
This is a hands-on recruitment leadership role for someone who can operate as a true talent advisor while also owning the details of each search. The successful candidate will bring strong…
Added 44 mins ago
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System Configuration Specialist / Spécialiste en configuration de systèmes (CS003)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Act as a technical subject matter expert and advisor for critical systems.
Added 59 mins ago
M
Senior Advisor, Stakeholder Relations
Metrolinx
Toronto, ON
- Full-time
We are currently seeking a Senior Advisor, Stakeholder Relations to join our Stakeholder Relations office within our Community, Communications & Stakeholder Relations division. The Senior…
Added 59 mins ago
Curo - Bilingual Property & Casualty Claims Express Advisor
OTIP Group of Companies (OTIP, Orbit, Curo)
Edmonton, AB · Waterloo, ON
The Bilingual Property and Casualty Claims Express Advisor is responsible for serving the members and assisting claims team through investigation and settlement of minor auto and property…
Added 59 mins ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grande Prairie, AB
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 59 mins ago
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Human Resources Generalist
Akkodis
Calgary, AB
- Full-time
Support recruitment and onboarding activities when required.
Added 59 mins ago
VC
Automotive Sales Consultant
Volvo Cars Lakeridge
Ajax, ON
- Full-time
As a Sales Advisor, you will be responsible for providing exceptional customer experience while driving vehicle sales. You will generate and engage with potential buyers, understand their…
Added 1 hour ago
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Client Advisor
RBC
Halifax, NS
- Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 1 hour ago
D
Advisor, Total compensation, Job evaluation and market watch
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a Total compensation, Job evaluation and market watch advisor, you help develop compensation structures and manage plans by developing and implementing salary surveys and attractive…
Added 1 hour ago
D
Advisor, Product Administration
Desjardins
Montreal, QC
- Full-time
As a product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You advise and assist…
Added 1 hour ago
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Integrator, Azure DevSecOps Cloud Computing
Desjardins
Montreal, QC
- Full-time
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…
Added 1 hour ago
D
Senior Advisor, Operational risks
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Summerside, PE
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 1 hour ago
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Investment Advisor
CIBC
Calgary, AB
- Full-time
…investment advice and exceptional client service. As an Investment Advisor you will use the tools provided by CIBC Wood Gundy to research investment products, allowing them to make…
Added 1 hour ago
Senior Energy Engineer
GHD Group Pty Ltd
Waterloo, ON
Act as a technical advisor to clients by presenting modelling results, explaining technical and financial implications, and helping prioritize practical energy and carbon-reduction measures.
Added 1 hour ago
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Business Development Associate
Manulife
Montreal, QC
- Full-time
…Manager. Your mission? Help drive sales growth and build strong advisor…

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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