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Added 2 mins ago
WI
Environmental Project Manager, Transportation & Municipality Specialist
WSP in Canada
SK · Saskatchewan, Canada
- Full-time
…confidence. This is a leadership opportunity for a trusted advisor who thrives on complexity, collaboration, and delivering meaningful…
Added 2 mins ago
D
Senior Manager- Clean Economy
Deloitte
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…strategic projects on the path to becoming a trusted business advisor and to gain a broader view of business challenges and solutions beyond these ITCs. You will also have opportunities to…
Added 2 mins ago
A(
Machine Learning Educator
Amii (Alberta Machine Intelligence Institute)
AB · Edmonton, AB
- Full-time
Acts as a trusted advisor and education facilitator, helping teams and clients identify how AI and ML tools can effectively address their business needs
Added 2 mins ago
WI
Environmental Project Manager, Transportation & Municipality Specialist
WSP in Canada
AB · Edmonton, AB
- Full-time
…confidence. This is a leadership opportunity for a trusted advisor who thrives on complexity, collaboration, and delivering meaningful…
Added 2 mins ago
WI
Environmental Project Manager, Transportation & Municipality Specialist
WSP in Canada
Medicine Hat, AB
- Full-time
…confidence. This is a leadership opportunity for a trusted advisor who thrives on complexity, collaboration, and delivering meaningful…
Added 2 mins ago
M
Retail Sales Associate (Advisor) - Whistler
MEC
Whistler, BC
- $19.35 to $20.2 CAD / hour
- Internship
MEC is more than a store - we're a hub for the outdoor community, a leader in sustainability, and a place where you can be yourself. As an Advisor, you'll help members plan their next…
Added 2 mins ago
D
Senior Manager- Clean Economy
Deloitte
Fredericton, NB
- Full-time
…strategic projects on the path to becoming a trusted business advisor and to gain a broader view of business challenges and solutions beyond these ITCs. You will also have opportunities to…
Added 2 mins ago
D
Senior Manager- Clean Economy
Deloitte
Saint John, NB
- Full-time
…strategic projects on the path to becoming a trusted business advisor and to gain a broader view of business challenges and solutions beyond these ITCs. You will also have opportunities to…
Added 2 mins ago
WI
Environmental Project Manager, Transportation & Municipality Specialist
WSP in Canada
Saskatoon, SK
- Full-time
…confidence. This is a leadership opportunity for a trusted advisor who thrives on complexity, collaboration, and delivering meaningful…
Added 2 mins ago
WI
Environmental Project Manager, Transportation & Municipality Specialist
WSP in Canada
Calgary, AB
- Full-time
…confidence. This is a leadership opportunity for a trusted advisor who thrives on complexity, collaboration, and delivering meaningful…
Added 2 mins ago
HR Advisor (Employee Relations)
Hudbay Minerals
Princeton, BC
…aren't just securing a position, you are joining a multicultural community that respects your life outside of work and invests in your potential to lead and make a positive impact on the…
Added 2 mins ago
C
Financial Advisor- CIRO- ID or CIRO-MFDA/AMF
CIBC
Airdrie, AB · Calgary, AB · Cochrane, AB · High River, AB · Lethbridge, AB · Nanton, AB · Strathmore, AB
- 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 3 mins ago
C
Sr.Financial Advisor - CIRO-MFD/AMF
CIBC
Penticton, BC
- Full-time
…providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a…
Added 3 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 17 mins ago
A
Director, Energy Advisory
AECOM
Calgary, AB
- Full-time
Develop trusted-advisor relationships with executives and senior decision-makers.
Added 32 mins ago
EN
Export Advisor – Lower Mainland
Export Navigator
Vancouver, BC
- Full-time
Community Futures BC is now accepting applications for an Export Advisor. This contract position will be responsible for increasing visibility and awareness of the Export Navigator Program…
Added 32 mins ago
R
Client Advisor - Brampton (Bilingual: Arabic, Tagalog)
RBC
Brampton, ON
- Full-time
As the first point of contact at RBC retail banking locations, Client Advisor is responsible for assisting members of our community who walk into our branches. Using hospitality-like skills…
Added 32 mins ago
RD
Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
…coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where…
Added 33 mins ago
RD
Associate
RBC Dominion Securities
BC · West Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 33 mins ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Toronto, ON
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Assistant Branch…
Added 33 mins ago
R
Senior Manager, Operational Risk / IT Risk and Compliance
RBC
Toronto, ON
- Full-time
Trusted advisor in operations and risk governance processes and strategies in line with Enterprise Operational Risk Standard and IT Risk Centre of Governance
Added 33 mins ago
R
Client Advisor - Brampton & Mississauga (Bilingual: Mandarin, Cantonese, Arabic, Tagalog)
RBC
Mississauga, ON
- Full-time
As the first point of contact at RBC retail banking locations, Client Advisor is responsible for assisting members of our community who walk into our branches. Using hospitality-like skills…
Added 48 mins ago
B
Insurance Advisor
BCAA
Kelowna, BC
- Full-time
We are currently hiring an Insurance Advisor based in our Kelowna Service Location!
Added 1 hour ago
SS
Sales Advisor
Sienna Senior Living
Whitby, ON
- Full-time
…in 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…
Added 1 hour ago
Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC
…sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business…

Desjardins

Personal Finance Advisor

Levis, QC, Canada
Caisse Desjardins de la Chaudière, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Jan 11, 2027
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

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

2027-01-10

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with 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 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 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
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance
Financial Services
Investments
Loans
Insurance
Risk Management
Client Relations
Mutual Fund Representative
Hybrid Work
Pension Plan
Telemedicine
Financial Strategy
Market Trends
Business Development

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