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Added 9 mins ago
CT
Retail Advisor - Part Time
Clutch Technologies Inc.
Markham, ON
- Part-time
As a Part-Time Retail Advisor (Inbound Field Specialist), you may be the only Clutch team member a customer ever meets in person. Our entire car-buying and selling journey happens online -…
Added 9 mins ago
CS
Health and Safety Advisor
Cobalt Safety Consulting
Burlington, ON
- Full-time
The Health and Safety Advisor provides comprehensive safety oversight and program coordination across diverse client sites, combining hands-on safety management with strategic program…
Added 9 mins ago
L
Sustainable Energy Advisor - GTA
Lightenco
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
Reliable Personal Vehicle – You have access to a reliable vehicle and are comfortable travelling as required for client meetings and site assessments.
Added 9 mins ago
MF
Human resources advisor
Moment Factory
Montreal, QC
- Full-time
…listening. We support our internal teams in the professional and personal development of their members, while helping maintain a warm and inclusive work environment and an engaging employee…
Added 24 mins ago
R
Client Advisor Intern
RBC
Woodstock, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 24 mins ago
A
Regional Service Agent
Allstate
Edmonton, AB
- Full-time
…and nurture a culture where employees feel valued, experience personal growth, have career options and truly enjoy the work they…
Added 39 mins ago
HC
Director of Facilities and Capital Infrastructure (2026-NON-FAC-321)
Hastings County
Belleville, ON
- Full-time
Added 39 mins ago
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Designated Professional, Assurance and Accounting - Agriculture
MNP
Moosomin, SK
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 39 mins ago
C
Senior Private Banking Associate
CIBC
Thornhill, ON
- Full-time
…CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs…
Added 39 mins ago
Financial Advisor - Owen Sound
Scotiabank
Owen Sound, ON
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 39 mins ago
Manager, Partnership Development & Growth
Scotiabank
Ottawa, ON
…acquisition, revenue and enterprise value. Acting as a trusted advisor to internal and external stakeholders, the Manager applies strong business-development discipline, market insight and…
Added 39 mins ago
AW
Privacy Operations Specialist
Aviso Wealth
Remote, Canada
- $100,000 to $110,000 CAD / year
- Full-time
- Remote
Added 39 mins ago
AW
Privacy Operations Specialist
Aviso Wealth
Remote, Canada
- $100,000 to $110,000 CAD / year
- Full-time
- Remote
Added 39 mins ago
TH
Advisor -C CS&I Application
Trillium Health Partners
Mississauga, ON
- Full-time
Position: Epic Advisor - CSI Applications Hospital Billing
Added 39 mins ago
SM
RQ11309 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Knowledge of integrated networking technologies, mainframe, midrange server, enterprise storage and SAN, and personal computer system technologies.
Added 39 mins ago
A
Privacy Operations Specialist
Aviso
Toronto, ON
- $100,000 to $110,000 CAD / year
- Full-time
Added 39 mins ago
SM
GOAPRDJP000001053 – Shipping & Inventory Coordinator
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
Safely operate a Reach Truck and other material handling equipment in a controlled warehouse environment while using appropriate personal protective equipment (PPE).
Added 1 hour ago
AC
Conseiller En Santé, Sécurité Et Environnement
Aston Carter
MB · Saint-Laurent, MB
- $35 to $42 CAD / hour
- Contract
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
La Baie, QC · Caisse Desjardins de La Baie - Bas Saguenay
- Full-time
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…
Added 1 hour ago
M
Manager, Assurance & Accounting - Agriculture
MNP
Moosomin, SK
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
Financial Advisor - Montgomery Place (37.5 hours/week)
Scotiabank
London, ON
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 hours ago
DF
Member Service Representative (Part-Time - 25-30hrs)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Part-time
Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
Added 2 hours ago
RB
Banking Advisor - Toronto Downtown (Bilingual: English and Cantonese/Mandarin/French/Vietnamese/Spanish)
Royal Bank of Canada
Toronto, ON
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 3 hours ago
IB
Personal Lines Advisor - Williams Lake, BC
Insurance Brokers Association of BC
BC · Cariboo A, BC
- Full-time
Johnston Meier Insurance Agencies Group has an opportunity in our office in Williams Lake for a Personal Lines Advisor, to assist with our existing book of business. This role requires the…
Added 3 hours ago
IF
Regional Director, Vancouver
iA Financial Group
Vancouver, BC
- Full-time
Are you driven by business growth and advisor development and looking to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?…

Desjardins

Personal Finance Advisor

Granby, QC, Canada
Caisse Desjardins de Granby-Haute-Yamaska, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 25, 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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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

College diploma in a related field
A minimum of two years 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

2026-11-24

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More about this job

Responsibilities

The personal finance advisor builds trusting relationships with clients to provide tailored financial advice and solutions. They manage investment, loan, and insurance portfolios while balancing client satisfaction with business profitability and risk management.

Requirements

Candidates must hold a college diploma in a related field and possess at least two years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required.

Skills

Financial advising
Investment recommendation
Loan management
Insurance products
Relationship management
Customer satisfaction
Risk management
Financial planning
Interpersonal savvy
Market trends analysis
Outreach
Strategic planning
Communication
Action oriented
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
Financial Planning
Strategic Advice
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Customer Focus
Financial Advisor

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