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Added 23 mins ago
T
Associate, Private Wealth
TD
Toronto, ON
- Full-time
…exciting and fastest growing spaces in the world of financial services. The TD Private Wealth is looking to hire an Associate to join their dynamic team in providing an exceptional…
Added 23 mins ago
CC
Geologist III
Cameco Corporation
Saskatoon, SK
- Full-time
…create a culture where inclusion is the goal, and a diverse and representative workforce is our measure of success. Cameco is committed to providing an inclusive selection process, free…
Added 23 mins ago
CC
Projects Geologist
Cameco Corporation
Saskatoon, SK
- Full-time
…create a culture where inclusion is the goal, and a diverse and representative workforce is our measure of success. Cameco is committed to providing an inclusive selection process, free…
Added 54 mins ago
RU
Senior Field Representative, Technology Service
Ricoh USA, Inc.
Victoria, BC
- Full-time
Field Service Technician / Senior Field Representative, Technology Services – Victoria
Added 54 mins ago
LA
Visitor Engagement Coordinator
Legislative Assembly of Alberta
AB · Edmonton, AB
- Full-time
Visitor Services works to increase public awareness of and engagement with the Legislative Assembly and Alberta’s democratic system through public and education programs. We are currently…
Added 54 mins ago
TT
Senior Contract Administrator (13907)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
…with Operating and Maintenance, Materials Management, Shared Services, and Enterprise contracts including evaluation, negotiation of commercial aspects in accordance with TTC's policies and…
Added 54 mins ago
TT
Senior Contract Administrator (13883)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
…other Operating and Maintenance, Materials Management, Shared Services, and Enterprise contracts including evaluation, negotiation of commercial aspects of work plan submissions and process…
Added 1 hour ago
UH
Kainaiwa Children’s Services Corporation - Manager (IGR)
UpSourced HR
AB · Standoff, Alberta
- Full-time
Federal First Nation Representative Services (FNRS): Representatives defined by First Nations and funded to support First Nations when children and families are involved, or at risk of…
Added 1 hour ago
GO
Service Desk Analyst
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
…for all IT related matters and is the IM/IT liaison for IT services to the GN client…
Added 2 hours ago
Coordinator, Construction Services
Defence Construction Canada
Trenton, ON
The Coordinator, Construction Services, manages and administers medium-complexity construction, professional services and service contracts during construction to ensure compliance with…
Added 2 hours ago
H
Nurse B - Project Coordinator
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Department: Community Health Services Admin - Senior Health & Care Centre Program Dev
Added 2 hours ago
H
Psychologist PhD
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Department: Community Health Services Admin - Senior Health & Care Centre Program Dev
Added 2 hours ago
H
Nurse B - Project Coordinator
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Department: Community Health Services Admin - Senior Health & Care Centre Program Dev
Added 2 hours ago
EHS Manager
Aecon
Pickering, ON
Ensure you and your family receive the services and benefits needed to support your mental, emotional, and physical well-being.
Added 3 hours ago
GO
Service Desk Analyst
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
…for all IT related matters and is the IM/IT liaison for IT services to the GN client…
Added 3 hours ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Témiscamingue
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 3 hours ago
D
Personal Finance Advisor
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 3 hours ago
H
Nurse Practitioner
HealthCareersInSask.ca
Assiniboia, SK
- Part-time
Knowledge of diverse, culturally safe and representative workforce
Added 3 hours ago
Lead Business Analyst - Direct Venture
Wawanesa Insurance
Calgary, AB · AB · Lethbridge, AB · Lloydminster, AB · Vancouver, BC · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Thunder Bay, ON · Toronto, ON · Montreal, QC · Edmonton, AB (Hybrid), AB · North York - Toronto, ON (Hybr, ON
Added 3 hours ago
Senior Business Analyst - Direct Venture
Wawanesa Insurance
Calgary, AB · AB · Lethbridge, AB · Lloydminster, AB · Vancouver, BC · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Thunder Bay, ON · Toronto, ON · Montreal, QC · Quebec, QC · North York - Toronto, ON (Hybr, ON · Edmonton, AB (Hybrid), AB
Bachelor’s degree in business or a related field, or an equivalent combination of education and experience.
Added 3 hours ago
TC
Advancement Communications Specialist
The Christian Reformed Church in North America
ON
- $26.31 CAD / hour
- Part-time
The requirements listed below are representative of the knowledge, skills, and/or abilities required.
Added 3 hours ago
P
Licensed Diesel Truck Technician/Mechanic I
Penske
Mississauga, ON
- Full-time
…trailer equipment. This position demands a specialist in the field that will perform duties with little or no supervision and in a timely and efficient manner. Other exciting projects and…
Added 4 hours ago
TU
Area Manager
The Universal Group
Vernon, BC
- Full-time
…coordination and implementation of high-quality traffic control services. This role involves maintaining traffic control operations, ensuring productivity, efficiency, safety, supervising…
Added 4 hours ago
V
Service Technician II
Vanderlande
Cornwall, ON
- $38.92 to $43.5 CAD / hour
- Full-time
Electrical fault-finding and fault-rectification skills, including the replacement and configuration of field devices (inverters, sensors, scanners etc.)
Added 4 hours ago
M
Senior Forward Deployed Specialist
McKesson
Mississauga, ON
- Full-time
…healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of…

Desjardins

Personal Finance Advisor

Montreal, QC, Canada
Caisse Desjardins du Témiscamingue, Canada

Full-time

Apply About employer

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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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