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Added 4 mins ago
Fuel & Lube Team Lead- CNUL
Fort McKay Group of Companies
Fort McMurray, AB
Work closely with the crews, indirectly manage, support and inspire large groups of hourly employees to meet the requirements and expectations of the client at all sites.
Added 4 mins ago
FO
Manager, Programs Outreach - Adaptation
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Reporting to the Senior Manager, Client and Funding Services (CFS) – Adaptation, the Manager, CFS - Adaptation provides leadership in the development and implementation of Outreach…
Added 5 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Toronto, ON
- Full-time
TP is a worldwide leader in client experience management, digital business services, and strategic contact center outsourcing. With more than 500,000 employees globally, TP combines…
Added 5 mins ago
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Program Manager
DCM
Mississauga, ON
- $65,149 to $81,436 CAD / year
- Full-time
…agencies. Our core strength lies in delivering individualized services to our clients that simplify their communications, including customized printing, highly personalized marketing…
Added 19 mins ago
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Advisor, Business development and sales support
Desjardins
Levis, QC · Montreal, 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 19 mins ago
R
Investment Associate - Trading & Administration
RBC
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 19 mins ago
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Senior Manager, Procurement Portfolio Advisor
TD
Toronto, ON
- Full-time
The Senior Manager, Procurement Portfolio Advisor is a senior leadership role within Enterprise Programs, Strategy & Support (EPSS), responsible for defining, leading, and evolving…
Added 34 mins ago
NB
Banking Advisor
National Bank of Canada
Rawdon, 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 34 mins ago
NB
Senior Tax Compliance Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor – Tax Compliance in the CRS/FATCA/QI/QDD Tax expertise Centre team at National Bank means acting as an expert in interpretation, the application and governance…
Added 34 mins ago
VD
Community Network Manager
Vancouver Division of Family Practice
Vancouver, BC
- Full-time
…effective and comprehensive, patient-centered primary care services. The VDoFP PCN team works closely with the VCH PCN team, to build primary care networks in Vancouver that include the…
Added 35 mins ago
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Director, Domain Enterprise Architect (AI)
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
Guide investment decisions toward scalable enterprise platforms and services.
Added 35 mins ago
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Marketing Advisor, Planning & Operations
Desjardins
Toronto, ON
- Full-time
…technician, you help update the organization’s products and services to meet member/client needs and support business development. You analyze market needs in connection with product and…
Added 50 mins ago
PI
Project Coordinator
Pinchin in Canada
Victoria, BC
- Full-time
…America. Our teams bring together expertise in environmental services, compliance, building science and resiliency, occupational health and safety, sustainability, and engineering. We help…
Added 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour ago
A
Représentant (e) du service à la clientèle / Representative Client Service
ADP
Montreal, QC
- Full-time
ADP souhaite embaucher un représentant (e) du service à la clientèle, services aux comptes majeurs
Added 1 hour 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 1 hour ago
C
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…

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

Apply About employer

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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