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Added 4 mins ago
DC
Project Manager
Dillon Consulting Limited
Winnipeg, MB
- Full-time
…Infrastructure Practice. As a collaborative leader and trusted advisor with strong technical capabilities, excellent communication skills, and business acumen, you will thrive in our…
Added 4 mins ago
PH
Mental Health Registered Nurse/Registered Psychiatric Nurse, new St. Paul's Hospital
Providence Healthcare
Vancouver, BC
- Other
…and whether you may qualify, please contact your Recruitment…
Added 4 mins ago
D
Advisor, Business development and sales support
Desjardins
Montreal, QC · Quebec, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 19 mins ago
CG
Director, Talent & Leadership Development
Compass Group Canada
Mississauga, ON
- Full-time
…management, succession planning, performance management and…
Added 19 mins ago
B
Senior Director, Learning & Development
BGBx
Canada
- Full-time
The Senior Director, Learning & Development, reporting to the Chief People Officer, will lead the development and execution of a comprehensive learning and development strategy across BGBx,…
Added 19 mins ago
O
Legal Counsel
OpenText
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- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
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Legal Counsel
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Ottawa, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 19 mins ago
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Legal Counsel
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Toronto, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 19 mins ago
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AVP, Technology Portfolio Management, Transaction Banking & Payments, TD Securities
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- Full-time
Added 19 mins ago
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Legal Counsel
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- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 19 mins ago
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Legal Counsel
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Mississauga, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 34 mins ago
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Sr. Recruiter, Capital Markets
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- Full-time
Acts as a trusted advisor to assigned business/group.
Added 34 mins ago
B
Senior Relationship Manager (Mid-Market)
BMO
Toronto, ON · FCP
- Full-time
…relationships, lead complex financing transactions, and become a trusted advisor to business owners, executives, and industry leaders across one of Canada's most vibrant economic…
Added 49 mins ago
Financial Advisor
The Canada Life Assurance Company
Calgary, AB · Edmonton, AB · Langley (District), BC · Vancouver, BC · Winnipeg, MB · Moncton, NB · St. John's, NL · Halifax, NS · Hamilton, ON · Kitchener, ON · London, ON · Ottawa, ON · Peterborough, ON · Pickering, ON · Toronto, ON · Charlottetown, PE · Regina, SK · Langley, Brit
As a Financial Advisor you'll leverage your expertise to understand clients' unique needs and provide personalized advice and solutions that support their financial, physical, and mental…
Added 49 mins ago
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ACCOUNT MANAGER - CONTRACT
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Toronto, ON
- $74,269 to $92,837 CAD / year
- Contract
Maintain and expand job knowledge through ongoing learning and industry engagement.
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Added 1 hour ago
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Added 1 hour ago
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Sr. Manager, Enterprise Transformation
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…environment that values innovation, diverse perspectives, and learning at every…
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- $80 to $90 CAD / hour
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…cloud architecture. This individual will serve as a trusted advisor to business and technology stakeholders, guiding AI programs from strategy and proof-of-concept through enterprise-scale…
Added 1 hour ago
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Cloud Architect
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Added 1 hour ago
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Added 1 hour ago
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Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 1 hour ago
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Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
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As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…

Desjardins

Personal Finance Advisor

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

Full-time

Apply About employer

Applications open in a new tab.

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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