Find work in Canada.

531,137 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 17 mins ago
RJ
Senior Manager, Marketing Intelligence and Effectiveness
Raymond James Ltd.
Toronto, ON
- Full-time
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth…
Added 48 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 48 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 48 mins ago
MA
Supply Chain Category Management Advisor
Manpower Alberta
Calgary, AB
- $55.75 to $82.95 CAD / hour
- Contract
Added 1 hour 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 1 hour 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 1 hour 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 1 hour ago
HW
Compliance Associate
Harbourfront Wealth Management
Canada
- Full-time
…investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great…
Added 1 hour ago
TA
Vice President, Finance & Tax
Thorek/Scott and Partners
Toronto, ON
- Full-time
…treasury, financial operations and risk management. As a trusted advisor, this individual will translate complex financial matters into clear recommendations that support wealth…
Added 1 hour ago
FC
Investment Advisor
FirstOntario Credit Union
Hamilton, ON
- Full-time
The Investment Advisor serves as a key point of contact for current and prospective member relationships, with the focus on growing, managing and maintaining their book of business. This…
Added 1 hour ago
B
Data Integrity Lead
BGIS
Toronto, ON
- Full-time
The Data Integrity Lead is the Quality Assurance (QA) and Data Governance owner for the integrity and assurance of all operational and planning data used across the CIBC Integrated…
Added 1 hour ago
LC
Suppliers Quality and Food Safety Manager
Lactalis Canada
Toronto, ON · Etobicoke, ON
- Full-time
…leading dairy company, we remain focused on innovation and quality and are seeking like-minded individuals to join us as we continue our growth…
Added 2 hours ago
AL
Business Development Representative
AGAT Laboratories
Calgary, AB
- Full-time
…by identifying new business opportunities, generating high-quality leads, and driving customer growth. The ideal candidate will leverage their strong background in customer service, sales,…
Added 2 hours ago
BG
Sr. Director, Financial Planning & Analysis
Boyd Group Services
Winnipeg, MB
- Full-time
…Planning & Analysis, this leader serves as a key financial advisor to senior leadership, providing the analysis, insights, and recommendations needed to support organizational priorities,…
Added 2 hours ago
Senior Policy Advisor
Government of Alberta
AB
As a Senior Policy Advisor, you will lead complex policy and research initiatives, analyze data and emerging trends, build strategic relationships with external partners, and support…
Added 2 hours ago
E
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 2 hours ago
Communications Advisor
City of Edmonton
AB
In this role, you will be instrumental in executing our Corporate Reputation Strategy, serving as a trusted advisor and champion of clear, accessible communications. From designing and…
Added 2 hours 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 3 hours ago
HR Operations & Payroll Specialist
Klassen Group
Abbotsford, BC
…the HR team and our Information Team. This isn’t a generalist advisor role. You won’t handle investigations or coach managers. You’ll be the expert on the systems, numbers and rules…
Added 3 hours ago
AC
Full-Time Professor, Automotive Service Technician/Motive Power Technician
Algonquin College
Ottawa, ON
- Full-time
…renewal, participating in continued efforts to improve the quality of instruction offered to learners, and serving as program coordinator, academic advisor or curriculum…
Added 3 hours ago
R
Visual & Events Advisor
Rennaï
Mont-Royal, QC
- Part-time
Reporting to the Events and Visual Presentation Supervisor, the advisor plays a key role in positioning the bar as a dynamic and experiential touchpoint within the store. Beyond executing…
Added 3 hours ago
Senior Project Manager, Municipal Buildings
Tiree
Calgary, AB
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 3 hours 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 4 hours ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
Our Team is Growing - We’re Hiring an Associate Advisor in Toronto.
Added 4 hours ago
T
Senior Commercial Design Consultant
TalentMinded
Mississauga, ON
- Full-time
…projects, applying your judgment to balance client needs, design quality, and technical requirements. You will independently manage multiple complex projects for large-scale work…

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

Report this job