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Added 4 mins ago
Director, Client Relationships Western Canada
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC · Winnipeg, MB
…relationships, support business growth, and deliver consistent service excellence. You will also play a critical role in developing talent, fostering a high-performance culture, and…
Added 19 mins ago
S
Beauty Advisor - Part Time
Sephora
Victoria, BC
- $19.85 to $24.8 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 33 mins ago
EP
Sales & Business Development Representative
East Penn Canada
Mississauga, ON
- Full-time
Establish trusted advisor relationships with prospective and existing customers by understanding their business needs and recommending value-added solutions.
Added 33 mins ago
DG
Junior Wealth Advisor - Conseiller en placement junior
Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
Montreal, QC
- $24,000 CAD / year
- Full-time
…to develop the skills needed to become an independent Wealth Advisor, build your own client relationships, and grow a long-term…
Added 33 mins ago
W
Mobile Road Advisor, Auto Insurance
Waypoint
New Westminster, BC
- $40,000 to $52,000 CAD / year
- Full-time
Navacord is seeking a highly motivated Mobile Road Advisor to join our client-focused team. In this role, you will play a crucial part in servicing client insurance needs through in-person…
Added 33 mins ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 33 mins ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 33 mins ago
LH
Manager, Legal Services and General Counsel
London Health Sciences Centre (LHSC)
London, ON
- Full-time
…Health Sciences Centre (LHSC). This role will act as a trusted advisor, offering expert legal counsel and representation on complex claims, litigation risks, regulatory matters, and…
Added 33 mins ago
BA
Automotive Parts Consultant
Bruce Automotive Group
Kentville, NS
- Full-time
Know your way around automotive parts? Put your knowledge to work at Bruce Nissan, helping customers and technicians find the right parts and keeping our Service department moving.
Added 33 mins ago
BT
Territory Sales Manager
Bumper to Bumper Canada
St. John's, NL
- Full-time
Be a trusted advisor, delivering exceptional customer service at every touchpoint.
Added 34 mins ago
M
Senior Advisor,Rapid Transit Insights
Metrolinx
Toronto, ON
- Full-time
The Rapid Transit Analysis team is seeking a Senior Advisor, Rapid Transit Insights, who will carry out comprehensive technical analysis to develop strategic plans in support of corporate…
Added 49 mins ago
W
Mechanical Engineer Level I
Worley
Calgary, AB · Edmonton, AB
- Full-time
Serve as a trusted technical advisor to clients on materials performance, corrosion management strategies, asset integrity, life-cycle management, and risk mitigation.
Added 1 hour ago
AS
Client Advisor
Acne Studios
Vancouver, BC
- Full-time
We are looking for a full-time Client Advisor for our Acne Studios Oakridge Park store. As Client Advisor at Acne Studios you will work collaboratively with your team to establish and…
Added 1 hour ago
MM
Client Advisor, Miu Miu Vancouver Holt Renfrew
Miu Miu
Vancouver, BC
- Full-time
…their every need and request, providing them with an excellence service in accordance to the “client journey…
Added 1 hour ago
EJ
Canada Registered Branch Associate Trainee -Bedford, NS
Edward Jones
Bedford, NS
- Full-time
…Organization (CIRO), who create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial…
Added 1 hour ago
LV
Host (3-Month Contract)
Louis Vuitton
Vancouver, BC
- Part-time
This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal ‘advisor’- someone who is seeking to grow their career in a luxury retail…
Added 1 hour ago
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Regional Operations Controller
Compass Group Canada
Mississauga, ON
- Full-time
Develop a dynamic partnership with the senior leadership responsible for Food Service and Retail in a sector
Added 1 hour ago
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Workplace Relations & Investigations Consultant
Niagara Health
St. Catharines, ON
- Temporary
You are a trusted advisor and skilled facilitator and investigator who understands that positive workplace relationships are essential to employee well-being, engagement and exceptional…
Added 1 hour ago
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Senior Account Manager, Media
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Canada
- Full-time
…of their advertising investments. You will act as a trusted advisor, translating business objectives and marketplace insights into effective, data-driven media strategies. Working closely…
Added 1 hour ago
O
Process Specialist
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Boucherville, QC
- Full-time
Serve as an advisor to project managers and clients throughout all project management processes, from procurement to execution, over the entire project lifecycle.
Added 1 hour ago
AC
Intermediate Accident Benefits Advisor
Aviva Canada
Toronto, ON
- Full-time
We’re looking for Healthcare Service Advisors to join our Healthcare Services team to ensure timely and equitable resolution of sophisticated Accident Benefit claims.
Added 1 hour ago
AC
Regional Service Agent - Boutique
Allstate Canada
Toronto, ON
- Full-time
Provide personalized service while being a Trusted Advisor with respect to insurance.
Added 1 hour ago
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Intermediate Accident Benefits Advisor
Aviva Canada
Oakville, ON
- Full-time
We’re looking for Healthcare Service Advisors to join our Healthcare Services team to ensure timely and equitable resolution of sophisticated Accident Benefit claims.
Added 1 hour ago
AC
Intermediate Accident Benefits Advisor
Aviva Canada
Markham, ON
- Full-time
We’re looking for Healthcare Service Advisors to join our Healthcare Services team to ensure timely and equitable resolution of sophisticated Accident Benefit claims.
Added 1 hour ago
A
Quick Lube Technician- Capital Chrysler Dodge Jeep Ram
AutoCanada
AB · Edmonton, AB
- $16 to $18 CAD / hour
- Other
Perform complete multi-point inspection on vehicle, check, and mark all required items on the checklist as required. Present the findings to the Service Advisor

Desjardins

Personal Finance Advisor

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

Full-time

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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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