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Added 4 mins ago
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Financial Advisor - Willowbrook Park, Langley BC
Scotiabank
Langley (District), BC · City of Langley, BC
- Full-time
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 19 mins ago
FC
Senior DevSecOps Engineer
Fintel Connect
Vancouver, BC
- Full-time
A rapidly growing organization with real career progression and continuous learning
Added 19 mins ago
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Senior Advisor, Management information
Desjardins
Aurora, ON · Mississauga, ON · Levis, QC · Montreal, QC
- Full-time
As a senior management information advisor, you help extract data and produce reports and indicators for the organization by developing and administering information systems. You analyze…
Added 19 mins ago
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Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- 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 19 mins ago
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Insurance Advisor
BCAA
Kelowna, BC
- Full-time
As an Insurance Advisor, you’ll launch an exciting BCAA career by building strong, trusting relationships with our customers by helping them select the right mix of insurance products and…
Added 34 mins ago
SS
Sales Advisor
Sienna Senior Living
Whitby, ON
- Full-time
…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 occupancy…
Added 34 mins ago
Financial Advisor - future opportunity, Humboldt, SK
Scotiabank
Humboldt, 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 34 mins ago
Financial Advisor - future opportunity, Winnipeg area
Scotiabank
Winnipeg, MB
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 34 mins ago
Benefits Advisor
Pembina Pipeline Corporation
Calgary, AB
Pembina Pipeline Corporation’s Calgary office is looking for a Benefits Advisor to join our Human Resources team. Reporting to the Total Rewards Supervisor, this role offers an opportunity…
Added 34 mins ago
Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 34 mins ago
Senior Policy Advisor
Government of Alberta
AB
This position provides support to the Strategic Policy branch and unit in the development of forward-looking strategic policy, system planning and legislation impacting the transportation…
Added 34 mins ago
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Paid Services Beauty Advisor II - Part Time
Sephora
London, ON
- Part-time
Continuous Learning & Brand Expertise Stay current on beauty trends, products, techniques, and service offerings through ongoing training and development.
Added 34 mins ago
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Services Lead, Stores - Full Time
Sephora
Vancouver, BC
- $22.85 to $28.55 CAD / hour
- Full-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 49 mins ago
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Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Added 49 mins ago
LC
Outbound Capital Account Executive
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
…tactics. As trusted experts, you are responsible for business development activities in your assigned territory with the goal to drive awareness and adoption of Lightspeed Capital in the…
Added 49 mins ago
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Account Manager - Chemical Water Treatment Solutions
Veolia Environnement SA
Toronto, ON
- Full-time
Openness to continuous learning and professional development
Added 1 hour ago
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Senior Delivery Consultant
Diligent
Vancouver, BC
- Full-time
At Diligent, we're building the future with people who think boldly and move fast. Whether you're designing systems that leverage large language models or part of a team reimaging workflows…
Added 1 hour ago
Fleet Service Advisor (Kentwood Ford)
Go Auto
Edmonton, AB
Learning & Development - Ongoing training, certifications, and access to Go Auto U
Added 1 hour ago
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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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Advisor, Procurement and purchasing
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a purchasing and procurement advisor, you help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services. Your responsibilities…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
Senior Financial Reporting Analyst | Great West
The Canada Life Assurance Company
Winnipeg, MB
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 1 hour ago
Director, AI Wealth Enablement
The Canada Life Assurance Company
London, ON · Toronto, ON · ON · Mississauga Ontario, ON
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 1 hour ago
FC
Product Owner, Wealth Digital Experience
Fidelity Canada
Vancouver, BC · Mississauga, ON · Toronto, ON
- Full-time
Partnering with the Learning & Development team to create and update relevant training materials and job aids.
Added 1 hour ago
WORKFORCE CONSULTANT
City of Toronto
Toronto, ON
Reporting to the Advisor Strategic Workforce Development, as a Workforce Consultant you will coordinate a wide range of workforce and organizational development initiatives, solutions,…

Desjardins

Personal Finance Advisor

Sainte-Julienne, 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

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

Apply About employer

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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