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Added 13 mins ago
V
Service Technician II
Vanderlande
Cornwall, ON
- $38.92 to $43.5 CAD / hour
- Full-time
Electrical License: Industrial Electrician Trade Certification or Certified Construction/Maintenance Electrician or "Red Seal" Industrial Millwright License
Added 28 mins ago
D
Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 28 mins ago
D
Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 28 mins ago
D
Executive Administrative Assistant-Office Manager, Capital Markets
Desjardins
Calgary, AB
- Full-time
Serve as representative on various committees such as Disaster Recovery Team, Fire Marshall and First Aid Respondent.
Added 1 hour ago
D
Financial security advisor, Life and health insurance
Desjardins
Baie-Comeau, QC · Forestville, QC · Les Escoumins, QC · Caisse Desjardins de la Manicouagan
- Full-time
Representative’s certificate in damage insurance (AMF)
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Laval, QC · Caisse Desjardins des Grands boulevards de Laval
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
W
Truck and Coach Shop Technician
Wajax
Toronto, ON
- Full-time
Education: Trade certification, Journeyman Red Seal and/or currently registered in a related Provincial Apprenticeship program.
Added 1 hour ago
W
Sales Coordinator
Wajax
ON · Mississauga, ON
- Full-time
Education: High School; College or Trade or Certifications
Added 1 hour ago
W
Heavy Equipment Technician - Field
Wajax
NS · Dartmouth, NS
- Full-time
Education: Trade certification, Journeyman Red Seal and/or currently registered in a related Provincial Apprenticeship program.
Added 1 hour ago
W
Sales Coordinator
Wajax
Mississauga, ON
- Full-time
Education: High School; College or Trade or Certifications
Added 2 hours ago
H
Sr. Channel Sales Representative
Honeywell
Burnaby, BC
- Full-time
Engaging in customer-facing activities, trade shows, seminars etc.
Added 2 hours ago
NW
Field Service Representative / Représentant(e) de service sur le terrain
Nalco Water, An Ecolab Company
Saguenay, QC
- Full-time
Ecolab is seeking a Field Service Representative (12 month Contract) where your hands-on skills and customer-first mindset will help shape a more sustainable future. You’ll be part of a…
Added 2 hours ago
SB
Représentant.e des ventes
Sleeman Breweries Ltd.
Quebec, QC · Sherbrooke, QC
- Full-time
Within the assigned sales territory, the Sales Representative represents Sleeman Breweries and grows portfolio presence in the trade. This role drives volume and gross margin performance by…
Added 2 hours ago
N
Project Field Coordinator, Mine
Nutrien
Vanscoy, SK
- Full-time
Serve as the primary Nutrien representative accountable for execution on assigned projects. This may shift between focusing on service providers, or internal resources as required
Added 3 hours ago
D
Personal Finance Advisor
Desjardins
Valcourt, QC · Windsor, QC · Caisse Desjardins du Val-Saint-François
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 3 hours ago
R
Senior Procurement Analyst (Onsite)
RTX
Ottawa, ON
- Full-time
Experience or knowledge of Global Trade Classification
Added 3 hours ago
TC
Project Safety Manager
Turner Construction | Canada
Toronto, ON
- Full-time
Develop training for project site-specific needs to educate project management, employees, subcontractors, and Turner Trade employees on Environmental Health & Safety (EH&S) programs,…
Added 3 hours ago
Project Safety Manager
Turner Construction
Toronto, ON
Develop training for project site-specific needs to educate project management, employees, subcontractors, and Turner Trade employees on Environmental Health & Safety (EH&S) programs,…
Added 4 hours ago
JA
Représentant de service technique/Field Service Representative
JR Automation
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Are you ready to power up your career with Hitachi Energy? We are seeking a dynamic and skilled Field Service Representative to join our team. This role offers the chance to work on…
Added 4 hours ago
JA
Représentant de services technique / Technical Field Service Representative
JR Automation
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Are you ready to power up your career with Hitachi Energy? We are seeking a dynamic and skilled Field Service Representative to join our team. This role offers the chance to work on…
Added 4 hours ago
WC
Accounts Receivables Representative (Concord, ON)
Wolseley Canada Inc.
Concord, ON
- Full-time
…waterworks, industrial and fire protection products. NFE supports trade associations such as NFPA, CASA and NAFED in the ongoing improvement of our industry and the advancement of fire…
Added 5 hours ago
D
Wealth Management Advisor
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 5 hours ago
CG
Investment Advisor Assistant
Canaccord Genuity Group Inc.
Ottawa, ON
- Full-time
Holding a CIRO Investment Representative license is preferred; candidates working toward their license are also welcome to apply.
Added 5 hours ago
D
Technician, Underwriting
Desjardins
Levis, QC · Montreal, QC · Quebec, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 6 hours ago
District Sales Manager
Moov Pool Products
Toronto, ON
This is an exciting opportunity to join our team as the first Sales Representative based in Toronto. Reporting directly to David, Regional Sales Manager, you will play a key role in…

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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