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Added 9 mins ago
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Bilingual Client Experience Advisor - January 2027 - Tangerine
Tangerine
Moncton, NB
- Full-time
Bilingual (French And English) Client Experience Advisor - Tangerine
Added 9 mins ago
PM
Coordinator, Sales Initiatives & Development
Picton Mahoney Asset Management
Toronto, ON
- Contract
…enabling Sales leaders and professionals to remain focused on advisor relationships, business development and strategic…
Added 9 mins ago
FH
Medical Leader: Physician Quality Leader (PQL) - Surrey Memorial Hospital and Jim Pattison Outpatient Care & Surgery Centre
Fraser Health
BC · Fraser Health, British Columbia
- Part-time
Serve as a lead or advisor for physician driven quality improvement projects and initiatives.
Added 9 mins ago
FH
Medical Leader: Physician Quality Leader (PQL) – Eagle Ridge Hospital
Fraser Health
BC · Fraser Health, British Columbia
- Part-time
Serve as a lead or advisor for physician driven quality improvement projects and initiatives.
Added 24 mins ago
NA
Academic Advisor, JR Shaw School of Business (Temporary)
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
Do you have a passion for enabling students to fulfil their academic and career goals? We are looking for an Academic Advisor to provide individualized academic progression guidance and…
Added 24 mins ago
TM
Mental Health Consultant
Toronto Metropolitan University
Toronto, ON
- Full-time
Acts as an expert advisor to leaders on handling complex, sensitive, or high-friction workplace situations involving employee mental health.
Added 24 mins ago
Bilingual Client Experience Advisor - January 2027 - Tangerine
Scotiabank
Moncton, NB
Bilingual (French and English) Client Experience Advisor - Tangerine
Added 24 mins ago
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Advisor, Personal
Desjardins
Quebec, QC
- Full-time
As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide services tailored to client needs in…
Added 24 mins ago
MK
MK Eaton Centre - Seasonal Sales Assistant
Michael Kors
Toronto, ON
- Part-time
Act as a fashion advisor while demonstrating product knowledge
Added 24 mins ago
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Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
The successful candidate will act as the Faculty Advisor to MRU's student-managed investment fund. The role involves working closely with fourth-year Finance majors to analyze industry…
Added 24 mins ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 24 mins ago
NS
Customer Account Executive II (Hybrid)
Nitro Software
Toronto, ON
- Full-time
Develop strong understanding of customers and serve as a trusted advisor
Added 24 mins ago
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Manager, Indirect Tax Compliance
Deloitte
Calgary, AB
- Full-time
and be seen as a trusted business advisor. You will proactively identify relevant and valuable indirect tax
Added 39 mins ago
AC
Directeur, Comptabilité Complexe Et Politique Comptable
Aston Carter
Montreal, QC
- $149,000 to $182,800 CAD / year
- Full-time
Act as a trusted advisor to executive leadership, providing guidance on IFRS interpretation, accounting implications of strategic initiatives, accounting policy development, and financial…
Added 39 mins ago
DC
Project Manager
Dillon Consulting Limited
Winnipeg, MB
- Full-time
…Infrastructure Practice. As a collaborative leader and trusted advisor with strong technical capabilities, excellent communication skills, and business acumen, you will thrive in our…
Added 39 mins ago
PH
Mental Health Registered Nurse/Registered Psychiatric Nurse, new St. Paul's Hospital
Providence Healthcare
Vancouver, BC
- Other
This position may be eligible for a one-time recruitment incentive of up to $15,000. Eligibility and the exact amount will be determined based on the FTE and is subject to funding…
Added 39 mins ago
RB
Client Advisor
Royal Bank of Canada
Thunder Bay, ON
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 39 mins ago
RB
Banking Advisor
Royal Bank of Canada
Swift Current No. 137, SK · SWIFT CURRENT, Saskatchewan
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 39 mins ago
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Advisor, Business development and sales support
Desjardins
Montreal, QC · Quebec, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 54 mins ago
CG
Director, Talent & Leadership Development
Compass Group Canada
Mississauga, ON
- Full-time
…intelligence–based tools may be used at certain stages of the recruitment and applicant screening…
Added 54 mins ago
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Legal Counsel
OpenText
Waterloo, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 54 mins ago
O
Legal Counsel
OpenText
Ottawa, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 54 mins ago
O
Legal Counsel
OpenText
Toronto, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 54 mins ago
RD
Investment Associate - Trading & Administration
RBC Dominion Securities
Oakville, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 54 mins ago
O
Legal Counsel
OpenText
Richmond Hill, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…

Desjardins

Personal Finance Advisor

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

Full-time

Apply About employer

Applications open in a new tab.

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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