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Added 9 mins ago
LC
Sr. Manager, Media Strategy - 12 Month Contract
Loblaw Companies Limited
Montreal, QC
- Full-time
As a trusted advisor to Marketing, Merchandising, Loyalty, and Category teams, this individual leverages customer insights, business performance data, and media expertise to identify growth…
Added 9 mins ago
RT
ELYSIS – Directeur(trice), Ressources humaines et Communications / Director, Human Resources & Communications
Rio Tinto
Montreal, QC
- Full-time
Added 9 mins ago
DB
Part Time Bridal Sales
David's Bridal
Langley (District), BC · Langley, BC
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 9 mins ago
Senior Sales Advisor, Saint Laurent
VinFast Recruitment
Montreal, QC · Saint-Laurent, QC
…brand and vision, engage with clients to generate brand and product excitement, and to guide clients through the process of becoming VinFast vehicle owners. The Senior Sales Advisor is…
Added 9 mins ago
ST
Principal Scientist, Neural Biology
STEMCELL Technologies
Vancouver, BC · Canada - BC, Vancouver, Station St, Onsite
- Full-time
…direction of the Neural R&D team and serve as a senior scientific advisor across the organization. You will bring deep expertise in neuroscience together with a strong external network and…
Added 25 mins ago
T
Senior Commercial Design Consultant
TalentMinded
Mississauga, ON
- Full-time
Translate client needs into practical solutions. You will develop space plans, furniture layouts, product recommendations, and presentation materials using 2D and 3D design tools. Through…
Added 25 mins ago
ZG
Senior Commercial Account Executive
Zayo Group
Vancouver, BC · BC · BC - Vancouver - Clark Dr
- Full-time
…The successful candidate will apply a consultative, trusted-advisor approach, independently orchestrate internal and customer resources throughout the sales process, and develop…
Added 25 mins ago
T
Wealth Insurance Advisor
TD
Markham, ON · Toronto, ON
- Full-time
…within the TD Wealth offices through leading joint sales and product learning and development…
Added 39 mins ago
C&
Finance Manager - Business Unit Finance
Church & Dwight Co., Inc.
Mississauga, ON
- Full-time
Church & Dwight Canada is seeking a strategic and commercially minded Finance Manager, Business Unit Finance to serve as a key financial advisor and business partner to the Commercial team.
Added 39 mins ago
D
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 39 mins ago
D
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 39 mins ago
C&
Finance Manager - Business Unit Finance
Church & Dwight Co., Inc.
Mississauga, ON
- Full-time
Church & Dwight Canada is seeking a strategic and commercially minded Finance Manager, Business Unit Finance to serve as a key financial advisor and business partner to the Commercial team.
Added 39 mins ago
M
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 39 mins ago
O
Sr Customer Success Manager - Oracle Health
Oracle
Canada
- $79,900 to $131,300 CAD / year
- Full-time
Drive maximum adoption of Oracle solution and identify/drive product expansion opportunities via high value relationship with the client. The Customer Success Executive (CSE) is a…
Added 39 mins ago
S
Beauty Advisor - Part Time
Sephora
Peterborough, ON
- $19.2 to $22.6 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 54 mins ago
KA
Account Executive - Leasing & Fleet Services
Kaizen Automotive Group
Leduc, AB
- Full-time
…the Summit Fleet leadership team, you'll serve as a trusted advisor to commercial clients, helping them secure the right transportation solutions to support their business…
Added 1 hour ago
T
Vendor Manager II (IT Sourcing)
TD
Toronto, ON
- Full-time
Act as trusted advisor for business & finance stakeholders related to portfolio
Added 1 hour ago
T
Audit Manager II ( Business Intelligence Engineering)
TD
Toronto, ON
- Full-time
Acts as the audit lead or audit advisor to management and respective teams for area of specialization. Reports on emerging trends, identifying issues and opportunit
Added 1 hour ago
D
Advisor, Member/client sales and service
Desjardins
Montreal, QC
- Full-time
As a member/client service advisor, Sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized…
Added 1 hour ago
EyeCare Advisor
EssilorLuxottica Group
Toronto, ON
The Eyecare Advisor creates exceptional value in the lives of patients by delivering exceptional patient service and ensuring all patients receives the highest quality of care.…
Added 1 hour ago
EyeCare Advisor
EssilorLuxottica Group
ON · Toronto, ON
The Eyecare Advisor creates exceptional value in the lives of patients by delivering exceptional patient service and ensuring all patients receives the highest quality of care.…
Added 1 hour ago
B
ANALYST, BUSINESS INSIGHTS AND ANALYTICS
BDC
Montreal, QC
- Full-time
…role combines advanced analytics, business insights, and data product leadership to shape priorities, structure analyses, and translate findings into clear recommendations and measurable…
Added 1 hour ago
M
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 2 hours ago
T
Senior Audit Manager, (Business Intelligence & Analytics)
TD
Toronto, ON
- Full-time
Added 2 hours ago
D
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…

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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