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Added 4 mins ago
AC
Senior Claims Advisor, AB
Allstate Canada
Canada
- Full-time
Our team is growing, and we are actively looking to hire Senior Claim Advisor, Accident Benefits to join our Ontario team! Reporting to the Manager Casualty Claims Complex AB, you will be…
Added 4 mins ago
H
Global Mining Practice Business Development Leader
HDR
Saskatoon, SK
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 20 mins ago
F
Manager, FP&A
Flywheel
Toronto, ON
- Full-time
…commercial judgment and relationship skills to act as a trusted advisor to both Finance and Commerce…
Added 20 mins ago
OH
Lead, Performance, Accountability & Funding Allocation
Ontario Health | Santé Ontario
Mississauga, ON
- Full-time
…Funding Allocation – Central Region, you will serve as a trusted advisor and primary contact for assigned Health Service Providers (HSPs), overseeing Service Accountability Agreements,…
Added 20 mins ago
NF
Corporate Relations Advisor
NES Fircroft
Calgary, AB
- Contract
Our client is seeking a Corporate Relations Advisor to support the development and maintenance of strong, collaborative relationships with Indigenous communities, local stakeholders,…
Added 20 mins ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Our Team is Growing - We’re Hiring an Associate Advisor in Toronto.
Added 20 mins ago
MW
Business Development Associate
Manulife Wealth & Asset Management
Montreal, QC
- Full-time
…Manager. Your mission? Help drive sales growth and build strong advisor…
Added 20 mins ago
BC
Philanthropy Manager, Legacy
BC Children's Hospital Foundation
Vancouver, BC
- Full-time
Strengthen and expand advisor relationships: Deepen connections with professional advisors, grow our network, and assist with local and regional engagement efforts to increase visibility…
Added 20 mins ago
WC
Senior Advisor to the CEO
Workers Compensation Board of Manitoba
Winnipeg, MB
- Full-time
The Senior Advisor to the CEO plays a key role in supporting the Executive Management Committee (EMC) and provides leadership and direction to the Executive Administrative staff while…
Added 20 mins ago
B
SCM Operations Category Management Advisor
Brunel
Calgary, AB
- $60 to $80 CAD / hour
- Contract
We are seeking an experienced SCM Operations Category Management Advisor to support supply chain and procurement initiatives across upstream and downstream operations in North America. This…
Added 20 mins ago
H
Global Mining Practice Business Development Leader
HDR
Calgary, AB
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 20 mins ago
A
Commercial/Sales Account Director I
AMECO
Calgary, AB
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 20 mins ago
MA
Supply Chain Category Management Advisor
Manpower Alberta
Calgary, AB
- $55.75 to $82.95 CAD / hour
- Contract
Added 20 mins ago
DG
COMMIS AUX PIÈCES | PARTS ADVISOR
Dilawri Group of Companies
Saint-Bruno-de-Montarville, QC · St-Bruno-de-Montarville, QC
- Full-time
Added 20 mins ago
CG
Manager, Sales Governance and Operations
Calian Group
Ottawa, ON
- Full-time
Act as a trusted resource and advisor on procurement, governance, compliance, operational effectiveness, and process improvement.
Added 35 mins ago
CE
Environment & Safety Advisor
Cooper Equipment Rentals Limited
Mississauga, ON
- Full-time
The Safety Advisor works with Branch Managers and employees to help keep workplaces safe. This role provides hands-on health and safety support to branches throughout the assigned region.…
Added 35 mins ago
LC
Integration & Value Hub Advisor
LNG Canada
Calgary, AB
- Full-time
Reporting to the Value Hub Integration Manager, the Integration & Value Hub Advisor is part of a team that helps convert LNGC’s short and long-term priorities into integrated, actionable…
Added 50 mins ago
R
Banking Advisor Intern
RBC
Whistler, BC
- Full-time
Executes advisor tasks within established guidelines, requiring minimal analysis or problem solving.
Added 50 mins ago
R
Client Advisor Intern
RBC
Whistler, BC
- Full-time
Works on routine and may experience non standard operational or support activities and assignments related to advisor, applying established methods.
Added 50 mins ago
BB
Retail Sales Associate (Full Time)
Best Buy Canada
Lloydminster, SK
- Full-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 50 mins ago
BB
Associé(e) principal(e) aux ventes - Mobile / Senior Mobile Sales Associate
Best Buy Canada
Montreal, QC
- Full-time
You’ll love it here! We are hiring immediately for a senior sales associate, which we call a senior advisor at Best Buy. As a senior sales associate, you will be the face of Best Buy for…
Added 50 mins ago
D
Marketing Operations Analyst
D2L
Canada
- Full-time
Act as a trusted advisor to the marketing organization on how to use our systems effectively to execute and measure programs
Added 50 mins ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
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 50 mins ago
T
Senior Project Manager, Municipal Buildings
Tiree
Calgary, AB
- Full-time
Professionals in this space typically act as a trusted advisor to municipal clients, navigating complex stakeholder environments while supporting the delivery of projects that improve…
Added 50 mins ago
AI
Salesforce Business Analyst (Financial Services Cloud)
Avanciers Inc.
Montreal, QC
- $85 to $90 CAD / hour
- Full-time
Functional Squad Anchor: Serve as the core functional Salesforce authority within a delivery squad dedicated to wealth management advisor CRM systems.

Desjardins

Personal Finance Advisor

Montreal, QC, Canada
Caisse Desjardins du Témiscamingue, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 1, 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. Plus spécifiquement, vous serez amené(e) à :

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

2026-11-30

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide personalized financial advice and integrated strategies. They drive results by recommending investments, loans, and insurance products while balancing client satisfaction with business objectives.

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, along with proficiency in French.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Market trend analysis
Interpersonal savvy
Action oriented
Customer focus
Nimble learning

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Reimbursement of 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
Hybrid Work
Customer Service
Business Development
Financial Planning
Market Trends
Strategic Planning

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