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Added 7 mins ago
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Client Advisor
RBC
Sudbury, ON
- Full-time
· Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 7 mins ago
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Wealth Insurance Advisor
TD
Markham, ON · Toronto, ON
- Full-time
Participate in personal performance management and development activities, including cross training within own team
Added 22 mins ago
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Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Témiscamingue
- 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 22 mins ago
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Personal Finance Advisor
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- 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 22 mins ago
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Contract Management Senior Specialist
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Act as a trusted advisor, ensuring alignment with all Procurement policies, sourcing best practices, and enterprise standards related to third-party contracting.
Added 22 mins ago
Senior Financial Advisor - 1st and Renfrew Branch - Vancouver, BC
Scotiabank
Vancouver, BC
…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 36 mins ago
RB
Banking Advisor
Royal Bank of Canada
Placentia, NL
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 51 mins ago
Payroll & Benefits Specialist (Contract)
Richardson Wealth Ltd
Toronto, ON
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…
Added 51 mins ago
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Senior Advisor (Full Time) - People Insight & Analytics
Trillium Health Partners
ON · ON, Canada
- Full-time
Added 51 mins ago
System Specialist II (Field Technician Building Automation Systems BAS - Solutions), Halifax NS
Siemens
Dartmouth, NS · Halifax, NS
…Automation Systems. As a System Specialist, you are a trusted advisor, team player, and frontline technical expert. You will perform project start-ups, checkout, system programming,…
Added 1 hour ago
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Financial Advisor
RBC
Halifax, NS
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 1 hour ago
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ANALYST, BUSINESS INSIGHTS AND ANALYTICS
BDC
Montreal, QC
- Full-time
In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1
Added 1 hour ago
Financial Advisor - Amherst, NS (37.5 Hours / Week)
Scotiabank
Amherst, NS
…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 1 hour ago
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Strategic Marketing Manager
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Strategic Planning: Develop and implement comprehensive go-to-market strategies for targeting advisor segments, aligning with company goals and market opportunities.
Added 1 hour ago
Intermediate Data Analyst - Value Partners Investments- 12 Month Term
The Canada Life Assurance Company
Winnipeg, MB
…of Canadians. By bringing together more than 4,000 trusted advisor relationships and $89 billion in assets under administration, Canada Life and Value Partners can expand access to advice…
Added 1 hour ago
Senior Manager, HR Business Partner (Technology)
Scotiabank
Toronto, ON
Business Acumen & Influence: Serve as a trusted advisor to senior leadership across ScotiaTech, providing expert insights on HR best practices and industry trends. Leverage internal and…
Added 2 hours ago
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Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 2 hours ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Rimouski, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 2 hours ago
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Personal Finance Advisor
Desjardins
Laval, QC · Caisse Desjardins des Grands boulevards de Laval
- 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 2 hours ago
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Apps Dev Tech Lead Analyst - Vice President
Citi
Mississauga, ON
- Full-time
Serve as advisor or coach to mid-level developers and analysts, allocating work as necessary
Added 2 hours ago
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Senior Cloud and DevOps Engineer - Vice President
Citi
Mississauga, ON
- Full-time
Serve as advisor or coach to mid-level developers and analysts, allocating work as necessary
Added 2 hours ago
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Financial Services Associate, Imperial Service
CIBC
St. Catharines, ON
- Full-time
As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures. As a Financial Services Associate in the…
Added 2 hours ago
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Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures. As a Financial Services Associate in the…
Added 2 hours ago
HI
Client Care Representative - Personal Lines Retention Trainee
HUB International
Chilliwack, BC
- Full-time
Are you a driven advisor who thrives on proactive client engagement, identifying coverage gaps, and meeting retention goals? If so, this is the CAREER for you!
Added 2 hours ago
FB
Director, Business Operations and Risk Management
Fairstone Bank
Toronto, ON · Montreal, QC
- Full-time
…deposits and GICs, credit cards, retail and automobile financing, personal loans and digital lending - we offer financial solutions tailored to all Canadians, including newcomers,…

Desjardins

Personal Finance Advisor

Laval, QC, Canada
Caisse Desjardins des Grands boulevards de Laval, 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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-13

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More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and integrated strategies. Your role involves recommending investments, loans, and insurance products while balancing client satisfaction with business objectives and 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 required.

Skills

Financial advising
Relationship management
Investment advice
Loan recommendation
Insurance product knowledge
Risk management
Customer service
Interpersonal skills
Market trend analysis
Financial strategy development
Communication
Problem solving
Sales
Business development

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 Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Relationship Management
Mutual Fund Representative
Financial Planning
Client Satisfaction
Market Trends
Business Development
Hybrid Work
Pension Plan
Telemedicine

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