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Added 5 mins ago
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Service Desk Asset Management Officer
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
…installations. The Officer provides logistical and asset management support for all workstation systems including installed applications and related technology peripherals which are used…
Added 5 mins ago
TG
Planet Fitness - Member Services Representative - Part Time - London
Taymax Group
London, ON
- Part-time
We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer…
Added 5 mins ago
TG
Planet Fitness - Member Services Representative - Part Time - South Barrie
Taymax Group
Barrie, ON
- Part-time
We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer…
Added 5 mins ago
TG
Planet Fitness - Member Services Representative - Part Time - Brockville
Taymax Group
Brockville, ON
- Part-time
We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer…
Added 5 mins ago
BC
MEP Assistant Project Manager
Broccolini Construction Inc.
ON · Ottawa, Ontario
- Full-time
Broccolini is a family-owned, single-source provider of construction, development and real-estate services. Our company caters to the industrial, commercial and residential markets in…
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Financial security advisor, Life and health insurance
Desjardins
Baie-Comeau, QC · Forestville, QC · Les Escoumins, QC · Caisse Desjardins de la Manicouagan
- Full-time
…clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus…
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Personal Finance Advisor
Desjardins
Laval, QC · Caisse Desjardins des Grands boulevards de Laval
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
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Financial Services Representative (Cantonese/Mandarin)
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
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Financial Services Representative II
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 5 mins ago
CG
Administrative Assistant
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- Full-time
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Post Office Assistant - Term
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Financial Service Representative
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Coquitlam, BC
Financial Service Representatives support Money Mart customers by understanding their financial needs and connecting them with suitable products and services. In this role, Team Members…
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Financial Service Representative
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Added 20 mins ago
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Added 20 mins ago
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Continuing Care Assistant
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…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
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Continuing Care Assistant
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Added 20 mins ago
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Chilliwack, BC
- Full-time
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

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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