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Added 3 mins ago
NS
Occupational Therapist - Rehabilitation & Supportive Care Services
Nova Scotia Health Authority
Dartmouth, NS
- Internship
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 3 mins ago
NS
Quality & Patient Safety Leader - Patient Safety
Nova Scotia Health Authority
Halifax, NS
- Full-time
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 3 mins ago
NS
Clinical Therapist - Spryfield Community - Mental Health & Addictions
Nova Scotia Health Authority
Halifax, NS
- Full-time
The Clinical Therapist is a member of the Adult Service team in Mental Health and Addictions. Reporting to the Health Services Manager, the Clinical Therapist provides assessment and…
Added 3 mins ago
NS
Food Service Worker - Nutrition and Food Services
Nova Scotia Health Authority
Lunenburg, NS
- Full-time
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 3 mins ago
NS
Occupational Therapist - Psychiatric 6 Lane - Mental Health & Addictions
Nova Scotia Health Authority
Halifax, NS
- Internship
The Occupational Therapist works under the supervision of the Health Services Manager. The Occupational Therapist (OT) works in collaboration with the client, caregivers, and family to…
Added 3 mins ago
Team Lead, Disability Support Program (Multiple Opportunities/ Various Locations)
The Government of Nova Scotia
NS
…and achieve their full potential as valued citizens in their…
Added 33 mins ago
IH
Registered Nurse (RN) | Perioperative
Interior Health Authority
Penticton, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 33 mins ago
IH
Registered Nurse (RN)| Medical
Interior Health Authority
Penticton, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 1 hour ago
D
Business Development Manager, GTA
Digicast
Toronto, ON
- Full-time
Maintain an active presence in the Toronto events, broadcast, and corporate communications community by attending industry events, networking forums, and relevant associations.
Added 1 hour ago
PH
Social Worker Master's Level Standard BC Women's Hospital
Provincial Health Services Authority
Vancouver, BC
- Part-time
…of individuals and groups, including patients and families, community providers, MCFD social workers, schools, hospitals and other agencies, in order to coordinate services across the…
Added 1 hour ago
Food Service Worker - Nutrition and Food Services
Nova Scotia Health and IWK Health
Lunenburg, NS
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 2 hours ago
Quality & Patient Safety Leader - Patient Safety
Nova Scotia Health and IWK Health
Halifax, NS
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 2 hours ago
Occupational Therapist - Rehabilitation & Supportive Care Services
Nova Scotia Health and IWK Health
Dartmouth, NS
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 2 hours ago
Stores Clerk - Logistics, Supply Chain Operations
Nova Scotia Health and IWK Health
Baddeck, NS
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 2 hours ago
NS
Registered Cardiology Technologist Advanced - Various Positions Available in Nova Scotia
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Full-time
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 2 hours ago
NS
Radiological Technologists - All Disciplines - Various Units and Locations Available in Nova Scotia
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Full-time
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 2 hours ago
DA
Customer Sales Representative (No Auto Experience Required)
Davis Auto Group
Okotoks, AB
- Full-time
Industry-leading Health and Dental benefits available after 3 months
Added 2 hours ago
NS
Environmental Services Worker - Environmental Services
Nova Scotia Health Authority
Kentville, NS
- Internship
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 3 hours ago
NS
Clinical Nurse Educator - Community Site
Nova Scotia Health Authority
Hunts Point, NS
- Full-time
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 3 hours ago
NS
Public Health Nurse - Health Protection
Nova Scotia Health Authority
Antigonish, NS
- $44.44 to $57.13 CAD / hour
- Temporary
Reporting to the Health Protection Manager, the Public Health Nurse (PHN) is an essential member of an inter-disciplinary, collaborative Public Health team responsible for the delivery of…
Added 3 hours ago
NB
Financial Planner
National Bank of Canada
Gatineau, QC
- Full-time
Health and wellness program, including many options
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Sainte-Thérèse, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 3 hours ago
Short Order Cook
Nova Scotia Health and IWK Health
Big Glace Bay, NS · NS · Glace Bay, Nova · New Waterford, Nova
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 4 hours ago
CO
Maintenance Technician I
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Full-time
Note: The above duties are representative of a typical position and are not to be construed as all inclusive.
Added 4 hours ago
VF
Facility Operator
Vivo for Healthier Generations
Calgary, AB
- Full-time
More than a recreation centre, Vivo is a community hub where wellness, belonging, and innovation come together. Through accessible recreation, education, community partnerships, and…

Desjardins

Personal Finance Advisor

Valcourt, QC, Canada
Windsor, QC, Canada
Caisse Desjardins du Val-Saint-François, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 14, 2026
Posting language: English
Posted: Oct 29, 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)

CAISSE VAL-SAINT-FRANÇOIS (FTQ-SEPB-575) (50119 / Conv_Col_00095) (2019-04-02 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-13

Apply About employer

More about this job

Responsibilities

You will develop and maintain lasting business relationships with clients to provide tailored financial advice and solutions. Additionally, you will drive 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 recommendation
Loan management
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
Reimbursement of 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 Strategy
Market Trends
Business Development
Pension Plan
Telemedicine

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