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- Contract
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Senior Product Development Engineering Specialist - Design Support & Sustaining
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- Full-time
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Associate Insurance Advisor II
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West Kelowna, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 15 mins ago
Specialist, Digital Account Manager
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Added 15 mins ago
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Talent Acquisition Senior Specialist
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Toronto, ON · Greater Toronto Area, Canada
- $75,000 to $105,000 CAD / year
- Full-time
…leaders to meet hiring objectives. This role serves as a trusted advisor to hiring managers while ensuring recruitment practices align with organizational goals, employment legislation, and…
Added 15 mins ago
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Brand Protection Advisor - Hospitality and Hotels
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London, ON · Windsor, ON
- Full-time
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Added 31 mins ago
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Optical Advisor
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Senior Retirement Planning Advisor
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- $86,000 to $131,000 CAD / year
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Bulk Prep Technician (Afternoon Shift) - Kamloops, BC
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…millions of people every day. Intertek (BML) is the trusted advisor to many of the world’s leading brands, companies, and governments, and has earned a reputation for accuracy, reliability,…
Added 31 mins ago
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Customer Success Manager - Core Clouds
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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 31 mins ago
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Senior Manager
the Finance Group
Ottawa, ON
- $130,000 to $150,000 CAD / year
- Full-time
Lead and oversee assurance, review, and compilation engagements from planning through completion, ensuring quality, accuracy, and timely delivery.
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Product Launch Specialist, HealthTech SaaS
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Account Executive
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…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…
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Personal Finance Advisor
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- 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 46 mins ago
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Personal Finance Advisor
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- 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 46 mins ago
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Personal Finance Advisor
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- 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 46 mins ago
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Senior Risk Management Advisor, Desjardins Group Entities
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Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…reflect their specific realities. As a Senior Risk Management Advisor for Desjardins entities, you’re a strategic partner to the chief risk officer of the entities you support and you help…
Added 46 mins ago
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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…
Added 46 mins ago
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Personal Finance Advisor
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- Full-time
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Account Executive
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…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…
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The Building Science Lead will be responsible for maintaining the quality and consistency of technical deliverables, supporting the development of team members, helping coordinate…

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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