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Added 12 mins ago
PV
EyeCare Advisor
Pearle Vision
Toronto, ON
- Part-time
The Eyecare Advisor creates exceptional value in the lives of patients by delivering exceptional patient service and ensuring all patients receives the highest quality of care.…
Added 12 mins ago
PV
EyeCare Advisor
Pearle Vision
Toronto, ON · East York, ON
- Full-time
The Eyecare Advisor creates exceptional value in the lives of patients by delivering exceptional patient service and ensuring all patients receives the highest quality of care.…
Added 12 mins ago
M
Bilingual Customer Success Manager
Morningstar
Toronto, ON
- Full-time
…collaborate closely with cross-functional teams, including Sales, Product, Support, and Implementation, to advocate for client needs, resolve challenges, and deliver a seamless client…
Added 42 mins ago
SL
Business Development Partner
Sun Life
AB · Red Deer, AB
- Full-time
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 42 mins ago
D
Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- Full-time
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…
Added 42 mins ago
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Senior Director, Project Delivery (Hybrid)
Broadridge
Toronto, ON
- Full-time
…quality, margin, client satisfaction and alignment to Broadridge product and growth…
Added 56 mins ago
C
Director of Global Brand Partnership
CarltonOne
Toronto, ON · Greater Toronto Area, Canada
- Contract
Identify, evaluate, recruit, and onboard new strategic partnerships that strengthen Carlton One’s marketplace across all key product and offering categories
Added 56 mins ago
TM
Senior Product Development Engineering Specialist - Design Support & Sustaining
Trudell Medical International
London, ON
- Full-time
Design efficient and effective mechanical and electromechanical systems and sub-systems to support product design. Acting as design responsible engineer (DRE) or as an advisor to more…
Added 56 mins ago
B
Associate, Sales and Customer Service
belairdirect
Montreal, QC
- Full-time
…Associate, Sales and Customer Service, you’ll become a trusted advisor in helping Canadians protect the things they care…
Added 56 mins ago
KT
Regional Account Manager
Kal Tire
Langley (District), BC · Langley, BC
- Full-time
…cross-functional internal teams to successfully deliver Kal Tire product and service solutions according to customer requirements. Manages and develops customer accounts to initiate and…
Added 56 mins ago
Account Specialist - Small Medium Business - Hybrid
TELUS
Toronto, ON
As an Account Specialist, you're not just a salesperson - you're a trusted advisor and entrepreneur who owns your results, your strategy, and your growth. You'll focus on outbound…
Added 1 hour ago
Specialist, Digital Account Manager
Bell
Montreal, QC
Success in this role relies on the ability of the Digital Account Manager to build a reputation of “trusted advisor” within the customer business and to develop strong relationships with…
Added 1 hour ago
TC
Senior Database Administrator (Oracle Application DBA / AWS Cloud)
Tata Consultancy Services
Toronto, ON
- $115,000 to $130,000 CAD / year
- Full-time
…CMOs, Chief Digital Officers, Customer Experience leaders, Product leaders, Data and Analytics leaders, and other business decision-makers. The Interactive Partner serves as a trusted…
Added 1 hour ago
EI
Brand Protection Advisor - Hospitality and Hotels
Ecolab Inc.
London, ON · Windsor, ON
- Full-time
Ecolab is seeking a Brand Protection Advisor (Hospitality and Hotels) to join its EcoSure division, an industry leader in brand protection programs, to drive operational excellence and help…
Added 1 hour ago
SMB Customer Success Manager
Guesty
Canada
Serve as a trusted advisor to customers and educate them on the use and benefits of our products and our industry.
Added 1 hour ago
Technical Account Manager (Mid-Market)
eSentire
Canada
As a Technical Account Manager at eSentire, you are the trusted technical advisor and outcome delivery partner for customers. You work independently day to day and build strong…
Added 1 hour ago
S
Customer Success Manager - Core Clouds
Salesforce
Vancouver, BC · Toronto, ON · Canada - Toronto
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, identifying and addressing both technical and business concerns and aligning them strategically with customer…
Added 1 hour ago
GF
Representative, District Sales (Windsor)
Gordon Food Service - Canada
Windsor, ON
- Full-time
Consultative Sales: Serve as a food service advisor, providing system design guidance and GFS value-added solutions.
Added 1 hour ago
BS
Bilingual Technical Service Advisor
Bilingual Source
Guelph, ON
- $50,000 to $57,500 CAD / year
- Full-time
BILINGUAL TECHNICAL SERVICE ADVISOR (FRENCH AND ENGLISH REQUIRED)
Added 1 hour ago
O
Product Launch Specialist, HealthTech SaaS
OceanMD
Toronto, ON
- Full-time
Reporting to the Senior Director of Business Operations, we are hiring a Product Launch Specialist, HealthTech SaaS to coordinate early access programs and support the successful launch of…
Added 1 hour ago
Account Executive
Equativ
Toronto, ON
…Canadian media landscape. This individual will serve as a trusted advisor to clients, helping them leverage Equativ's suite of programmatic, CTV, video, native, and curation solutions to…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
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…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
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…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
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…
Added 1 hour ago
D
Advisor, Investment and Financing
Desjardins
Bécancour, QC · Drummondville, QC · Lyster, QC · Plessisville, QC · Princeville, QC · Saint-Germain-de-Grantham, QC · Victoriaville, QC · Caisse Desjardins de L'Érable
- Full-time
As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of…

Desjardins

Personal Finance Advisor

Rouyn-Noranda, QC, Canada
Caisse Desjardins de Rouyn-Noranda, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Jan 1, 2027
Posting language: English
Posted: Oct 30, 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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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

College diploma in a related field
A minimum of two years 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)

CAISSE DE ROUYN-NORANDA (30167 / CONV_COL_00060) (2019-04-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-12-31

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients by providing personalized financial advice and solutions to meet their goals. Additionally, you will manage business relationships, assess service quality, and collaborate with experts to design integrated financial strategies.

Requirements

Candidates must hold a college diploma in a related field and possess at least two years 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 recommendations
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Interpersonal savvy
Market trend analysis
Strategic planning
Financial services
Communication
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
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Mutual Fund Representative
Client Relations
Financial Strategy
Hybrid Work
Defined Benefit Pension
Telemedicine
Market Trends
Outreach Activities
Customer Service
Profitability
Business Objectives

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