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Added 3 mins ago
AL
Business Development Representative
AGAT Laboratories
Calgary, AB
- Full-time
…candidate will leverage their strong background in customer service, sales, and networking to build and maintain strategic relationships with clients and partners. This role is essential in…
Added 17 mins ago
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Assistant Branch Operations Manager
RBC
Ottawa, ON
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Assistant Branch…
Added 17 mins ago
R
Private Banker
RBC
Mississauga, ON
- Full-time
…right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 17 mins ago
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PIA Client Service Associate
TD
Burlington, ON
- Full-time
…clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or…
Added 17 mins ago
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Senior Relationship Manager
BMO
Halifax, NS · Charlottetown, PE · Nova_Ctr
- Full-time
…financial solutions that fuel business success. As a trusted advisor, we deliver a full suite of commercial banking capabilities including lending, treasury management, cash management,…
Added 17 mins ago
ScotiaMcLeod Administrative Support Assistant - London, ON
Scotiabank
London, ON
Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisor
Added 17 mins ago
Senior Policy Advisor
Government of Alberta
AB
The Alberta Public Service works to build a stronger province for current and future generations. We make a difference in the lives of Albertans through rewarding career opportunities.
Added 17 mins ago
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Customer Service Representative
ENMAX
Calgary, AB · ENMAX Place, Calgary, AB
- Part-time
As an ENMAX Customer Service Representative, you will represent the ENMAX brand by delivering exceptional customer service as a trusted advisor to Albertans for their energy needs.
Added 33 mins ago
Communications Advisor
City of Edmonton
AB
…section, is seeking a collaborative and proactive Communications Advisor to help elevate how the City communicates with Edmontonians and the…
Added 33 mins ago
PA
Junior Parts Advisor
Pfaff Automotive Partners Inc.
Newmarket, ON
- Full-time
We are seeking a dedicated and enthusiastic Junior Parts Advisor to join our dynamic team at Volkswagen of Newmarket. Now in partnership with North America’s largest automotive retailer,…
Added 33 mins ago
PS
Conflict Resolution Advisor
Public Service Alliance of Canada (PSAC)
Ottawa, ON
- Full-time
About the Public Service Alliance of Canada (PSAC)
Added 48 mins ago
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Advisor, Rapid Transit Analysis
Metrolinx
Toronto, ON
- Full-time
Our Rapid Transit Insights team is currently seeking an Advisor for a 18 months contract role to join their team. Reporting to the Manager, Rapid Transit Insights, the Advisor will carry…
Added 48 mins ago
AC
Investment Specialist (Full Time, 14 Month Term) Winnipeg/Hybrid
Access Credit Union
Winnipeg, MB · Corporate Office (General)
- Full-time
The Investment Specialist I seeks to manage and grow the assigned wealth management portfolio by providing exceptional service to both existing and potential members through the sale of…
Added 48 mins ago
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Banking Advisor
RBC
Thompson, MB
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 48 mins ago
UO
Academic and Career Advisor
University of British Columbia
Kelowna, BC · UBCO | University Centre (UNC)
- $7,158.42 to $10,292.25 CAD / month
- Part-time
…generalists, or are assigned to a specific faculty as a specialist advisor. Advisors are responsible for delivering and evaluating student services to support student learning based on the…
Added 1 hour ago
HR
Beauty Advisor - La Prairie
Holt Renfrew
Mississauga, ON
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 1 hour ago
HR
Specialist, Designated Beauty Advisor (DBA) - La Prairie
Holt Renfrew
Mississauga, ON
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 1 hour ago
C
Associate Financial Advisor - Labrador City, NL
CIBC
Labrador City, NL
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 1 hour ago
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Senior Financial Advisor - CIRO-MFD/AMF - Bathurst
CIBC
Bathurst, NB
- Full-time
…comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service…
Added 1 hour ago
CA
Parts & Service Advisor
Capital Automotive Group
Regina, SK · Titan Automotive
- Full-time
Join Our Dream Team as a Parts & Service Advisor!
Added 1 hour ago
AC
Full-Time Professor, Automotive Service Technician/Motive Power Technician
Algonquin College
Ottawa, ON
- Full-time
…Professor will be required to teach courses in the Automotive Service Technician Apprenticeship and Motive Power Technician Diploma programs. In Apprentice Training Automotive and…
Added 1 hour ago
Financial Advisor, Investment & Retirement Planning - PICKERING TOWN CENTRE
Scotiabank
Pickering, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 1 hour ago
Financial Advisor - Elliot Lake, ON
Scotiabank
ON · Elliot lake, ON
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 1 hour ago
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Manager, Resource Management
MNP
AB · Calgary, AB
- Full-time
Make an impact with our Resource Management team as a Manager. This diverse team of professionals understands internal service needs and anticipates resource constraints before they become…
Added 1 hour ago
KA
Commercial Account Manager
Kaizen Automotive Group
Leduc, AB
- Full-time
…Reporting to the Director of Summit Fleet, you'll act as a trusted advisor to organizations seeking commercial fleet leasing and fleet management…

Desjardins

Personal Finance Advisor

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

Full-time

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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

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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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