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Added 9 mins ago
P
Licensed Diesel Truck Technician/Mechanic I
Penske
Mississauga, ON
- Full-time
5+ years practical experience with tractor trailer maintenance required
Added 24 mins ago
TU
Area Manager
The Universal Group
Vernon, BC
- Full-time
…collaboration with Human Resources and involve the employee’s union representative, where…
Added 24 mins ago
PA
BDC Service Representative (Brampton North Nissan)
Performance Auto Group
Brampton, ON
- Full-time
Great Experience: Every customer is entitled to a great experience
Added 24 mins ago
TC
POA Court Services Representative PFT
The Corporation of UCLG
Brockville, ON
- Full-time
The POA Court Services Representative will be responsible for various administrative functions within the POA “court” operations and acts as the Clerk of the Court as required. Attention to…
Added 24 mins ago
RS
Logistics Associate
Ryder Supply Chain Solutions
London, ON · CAN - London ON Green Valley Rd
- Full-time
The compensation offered to a candidate may be influenced by a variety of factors, including the candidate’s relevant experience; education, including relevant degrees or certifications;…
Added 24 mins ago
V
Service Technician II
Vanderlande
Cornwall, ON
- $38.92 to $43.5 CAD / hour
- Full-time
This role is crucial to our mission of providing the best service to our customer to make sure their business can thrive in Canada.
Added 24 mins ago
HE
Guest Services Representative
Hotel Equities Group, LLC
Belleville, ON
- Part-time
Previous hotel, front desk, customer service, or related experience preferred.
Added 39 mins ago
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Contact Center Rep II, Borrowing (Markham, On)
TD
Markham, ON
- Full-time
Make people’s day: consistently deliver an outstanding customer service experience by offering friendly support through your knowledge of TD products, services and solutions.
Added 39 mins ago
M
Senior Forward Deployed Specialist
McKesson
Mississauga, ON
- Full-time
Build working prototypes, proofs of concept, and thin-slice solutions that test feasibility and enable meaningful feedback from representative users.
Added 39 mins ago
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Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
Please note that other combinations of qualifications and relevant experience may be considered
Added 39 mins ago
D
Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
A minimum of two years of relevant experience
Added 39 mins ago
C
Universal Banker
CIBC
Comox, BC
- Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 39 mins ago
A
Information Technology - Senior Solution Systems Analyst/Solutions System Analyst, Omni Technology
Aritzia
Vancouver, BC
- Full-time
…returns, exchanges, partial shipments, refunds and cross-channel customer journeys. Oracle POS/Xstore experience is highly…
Added 39 mins ago
AA
Commis aux pièces
Advance Auto Parts
Rimouski, QC
- Full-time
Proven sales ability with past experience in fulfillment of customer transactions
Added 39 mins ago
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Presale Marketing Consultant
Manulife
Waterloo, ON · Montreal, QC
- Full-time
2+ years of experience in a sales support or B2B marketing communications role
Added 39 mins ago
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Strategic Marketing Manager
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Collaboration: Work closely with cross-functional teams, including sales, product development, and customer service, to ensure alignment and support for go-to-market initiatives.
Added 39 mins ago
KS
Field Sales Representative - Facebook
Kognitive Sales Solutions
Toronto, ON
- Full-time
Provide expectational customer service ensuring customers have a great experience
Added 39 mins ago
KS
Field Sales Representative - Facebook
Kognitive Sales Solutions
Brampton, ON
- Full-time
Provide expectational customer service ensuring customers have a great experience
Added 39 mins ago
KS
Field Sales Representative - Facebook
Kognitive Sales Solutions
Mississauga, ON
- Full-time
Provide expectational customer service ensuring customers have a great experience
Added 39 mins ago
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Field Sales Representative - Facebook
Kognitive Sales Solutions
Vaughan, ON
- Full-time
Provide expectational customer service ensuring customers have a great experience
Added 39 mins ago
KS
Field Sales Representative - Facebook
Kognitive Sales Solutions
Richmond Hill, ON
- Full-time
Provide expectational customer service ensuring customers have a great experience
Added 39 mins ago
IF
Bilingual Customer Service Representative I
Intact FC
Montreal, QC
- Full-time
We are looking for a Bilingual Customer Service Representative I to join our growing team!
Added 39 mins ago
IF
Customer Service Representative – Digital Centre of Expertise (Bilingual)
Intact FC
Laval, QC · Montreal, QC
- Full-time
Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity,…
Added 39 mins ago
CM
Program Administration / Customer Service Representative-Bilingual
CMG Marketing
Toronto, ON
- Full-time
…seeking a highly skilled and experienced Program Administration / Customer Service Representative to join our team. Our company is dedicated to helping our clients achieve their program…
Added 39 mins ago
MB
Inventory Control Coordinator, Monday-Friday, 4pm-12am
Martin Brower
Brampton, ON
- Full-time
Requires a post-secondary education in Supply Chain/Logistics or a related field, or equivalent experience

Desjardins

Personal Finance Advisor

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

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 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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