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Added just now
Principal Strategic Deal Maker- Sales Executive
Capgemini
Mississauga, ON
…projects, in pursuit of growing our Smart Meter and Smart Grid services. The individual would be expected to lead teams of consulting professionals that will deliver world class services to…
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Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
Royal Bank of Canada
Toronto, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
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Client Advisor
Royal Bank of Canada
St. John's, NL
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
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Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for…
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Client Advisor
Royal Bank of Canada
Winnipeg, MB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
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Associate
Royal Bank of Canada
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.
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Assistant Branch Operations Manager
Royal Bank of Canada
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…
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Financial Advisor
Royal Bank of Canada
Chatham-Kent, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
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Client Advisor
Royal Bank of Canada
South Cypress, MB · GLENBORO-SOUTH CYPRESS, Manitoba
- Part-time
Assists clients across all branch areas with everyday banking transactions, ensuring accurate service and adherence to client service standards while building operational knowledge.
Added 30 mins ago
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Senior Manager
Visa
Toronto, ON
- Full-time
The role partners closely with Account Teams across Client Services, Sales, Product, Operations, and Risk to drive Client Success outcomes aligned with Visa’s strategic priorities. In…
Added 30 mins ago
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Financial Advisor Intern
RBC
Richmond, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 30 mins ago
R
Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
RBC
Toronto, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 30 mins ago
R
Client Advisor
RBC
St. John's, NL
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 30 mins ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 45 mins ago
NB
Banking Advisor
National Bank of Canada
Red Deer, AB
- Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance,…
Added 45 mins ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Funding, Insurance, Investments, Learning Agility,…
Added 45 mins ago
NB
conseiller Bancaire
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 45 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, 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 45 mins ago
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Technical Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Technical Advisor in the Registration Department team at National Bank means acting as a specialist in regulatory requirements. It is through your data analysis and knowledge…
Added 45 mins ago
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Advisor, Securities
Desjardins
Hawkesbury, ON · Gatineau, QC
- Full-time
…members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas…
Added 45 mins ago
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Product Owner, Product management
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- 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 45 mins ago
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Regional Vice President, Personal Banking, Toronto East & Pickering
BMO
Toronto, ON
- Full-time
Addresses escalated sales or relationship management issues to retain the business and provides strategic thinking to resolve the issue for the benefit of the client.
Added 45 mins ago
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COORDINATOR, OPERATIONS SUPPORTS - ADVISORY SERVICES (Temporary, 6 months)
BDC
Montreal, QC
- Full-time
…recommend or initiate actions to stakeholders to ensure a seamless client experience with consulting project delivery. Be flexible to support other team members and adjust to changing…
Added 1 hour ago
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Senior Partner, Learning & Talent Development
Croesus
Laval, QC
- Full-time
…professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under…
Added 1 hour ago
A
Partners in Performance - Performance Strategy Principal Director
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC · Regina, SK
- Full-time
…communities around the world. The sheer scale of our capabilities and client engagements and the way we collaborate, operate, and deliver value provides an unparalleled opportunity to grow…

Desjardins

Personal Finance Advisor

Sainte-Julienne, QC, Canada

Full-time

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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

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

2026-11-10

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More about this job

Responsibilities

You will advise members and clients on financial strategies while managing business relationships to ensure satisfaction and service quality. Additionally, you will drive results by recommending investments, loans, and insurance products while staying current on market trends.

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 processing
Insurance product knowledge
Risk management
Customer satisfaction
Market trend 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 Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Relationship Management
Mutual Fund Representative
Hybrid Work
Customer Service
Financial Planning
Market Trends
Business Development
Financial Strategy

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