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Added 14 mins ago
NB
Senior talent acquisition advisor
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Talent Acquisition Advisor in the Commercial Banking and Private Banking 1859 team at National Bank means acting as a strategic talent advisor who helps drive business…
Added 14 mins ago
NB
Content Marketing Advisor - Newsletter Products
National Bank of Canada
Montreal, QC
- Full-time
A career as a Content Marketing Advisor in the Content team at National Bank means acting as a content specialist who transforms audience needs, business priorities and insights into…
Added 14 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, QC
- Part-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 14 mins ago
NB
(Senior) Director, Credit Execution - Tech & Innovation
National Bank of Canada
Toronto, ON
- Full-time
trusted advisor to companies that are transforming the world and to support
Added 14 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 14 mins ago
NB
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 14 mins ago
NB
SENIOR ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
Advisor on the Investment Advisory and Training team at National Bank means
Added 14 mins ago
NB
Banking Advisor
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 14 mins ago
OI
Senior Oracle Asset Management Advisor
OXARO Inc.
Ottawa, ON
- Contract
Validate stakeholder data to establish a comprehensive baseline for Oracle software across client and server environments.
Added 14 mins ago
Client Coordinator, Wealth
Navacord
Edmonton, AB
Pro-active administrative support to the Financial Advisor in the delivery of client investment needs.
Added 14 mins ago
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Client Advisor
RBC
Regina, SK
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 14 mins ago
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Représentant (e) du service à la clientèle / Representative Client Service
ADP
Montreal, QC
- Full-time
Intérêt marqué pour la satisfaction client démontré dans un secteur pertinent ou comme spécialiste de la paie/des RH, et expérience des systèmes
Added 29 mins ago
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Financial Advisor - Saint-Léonard, Qc
CIBC
Montreal, QC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 29 mins ago
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Financial Advisor - CIRO-MFD/AMF
CIBC
Grand Forks, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 29 mins ago
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REGIONAL ADVISOR, OPERATIONAL EXCELLENCE- ADVISORY SERVICES - Montreal
BDC
Montreal, QC
- Full-time
The Regional Advisor, Operational Excellence plays a pivotal role in accelerating the reach, effectiveness, and impact of Advisory Services (AS).
Added 29 mins ago
OS
Client Success Manager
OneTEAM Sports Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Serve as a trusted advisor, developing a deep understanding of client goals and aligning company solutions to meet their evolving needs.
Added 44 mins ago
HI
Commercial Insurance Advisor
HUB International
Emerald Park, SK
- Full-time
The Commercial Insurance Advisor is required to develop new business relationships and insurance solutions for prospects & clients along with other available products to prospective and…
Added 59 mins ago
FR
Service Advisor
Fraserway RV
Abbotsford, BC
- Full-time
Fraserway RV is looking for a Service Advisor to be the connection between our customers and our service team. You'll help customers understand what their RV needs, coordinate repairs with…
Added 59 mins ago
PC
Atlassian Architect - Canada FTE
Praecipio Consulting
Remote, Canada
- Full-time
- Remote
Client Relationship Management: Act as a trusted advisor to clients, building strong relationships and providing expert guidance. Clearly communicate technical concepts to both technical…
Added 1 hour ago
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Associate Director, Search
OMD
Toronto, ON
- Full-time
Lead development of full-funnel paid social strategies aligned to client business objectives
Added 1 hour ago
IB
Account Executive- Professional Liability Programs
Insurance Brokers Association of Alberta
AB · Edmonton, AB
- Full-time
Sage Advisor Resources Corp., a subsidiary of the Insurance Brokers Association of Alberta (IBAA), is looking for an experienced insurance professional to join our team as an Account…
Added 1 hour ago
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Lifecycle Asset Data Lead - Buildings
WSP
Toronto, ON
- Full-time
…enough. You will be the person coaching delivery teams to meet client requirements, ensuring the asset also carries its location, system and parent/child relationships, classification,…
Added 1 hour ago
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Senior Investment Funds Advisor
RBC
Vancouver, BC
- Full-time
As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…
Added 1 hour ago
International Student Advisor
George Brown Polytechnic
Toronto, ON
& Support, the International Student Advisor (ISA) is responsible for
Added 1 hour ago
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Senior Group Manager, Audit (ATH 1146)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…

Desjardins

Personal Finance Advisor

Saint-Georges, QC, Canada
Saint-Martin, QC, Canada
Caisse Desjardins du Coeur-de-la-Beauce, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 14, 2026
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 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. 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

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

2026-11-13

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More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and integrated strategies. Your role involves driving results through the recommendation of investments, loans, and insurance products while ensuring sound risk management.

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.

Skills

Financial advising
Relationship management
Investment recommendations
Loan processing
Insurance products
Risk management
Customer satisfaction
Market trends 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
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
Financial Planning
Client Satisfaction
Market Trends
Hybrid Work
Defined Benefit Pension
Telemedicine

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