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Added 9 mins ago
Director, Information Technology & Enterprise Systems
International Business University
Toronto, ON
Reporting directly to the CEO, the Director will serve as a strategic advisor to senior leadership and play a pivotal role in shaping the institution's technology roadmap, enterprise…
Added 9 mins ago
R
Banking Advisor
RBC
Regina, SK
- Full-time
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Added 9 mins ago
R
Banking Advisor
RBC
Swift Current, SK
- Full-time
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Added 9 mins ago
P
Director, Data Enablement
PwC
Toronto, ON
- Full-time
…As a Director, Data Enablement, you will serve as a trusted advisor to executives, helping organizations shape enterprise data strategies, modernize data ecosystems, and establish AI-ready…
Added 9 mins ago
Customer Account Executive II
Nitro
Toronto, ON
Develop strong understanding of customers and serve as a trusted advisor
Added 9 mins ago
ON
Legal Coordinator – OLRB Health Care Restructuring/PSLRTA Lead – Litigation Team
Ontario Nurses' Association
London, ON · Ottawa, ON · Port Hope, ON · Toronto, ON · Nepean, ON
- Full-time
…and supervision of the Manager of Litigation and Senior Legal…
Added 23 mins ago
SS
General Manager
Sienna Senior Living
Clarence-Rockland, ON
- Full-time
Partner with Director of Wellness and Sales Advisor to create and execute strong outreach strategy to increase/maintain occupancy
Added 23 mins ago
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Senior Risk Partner Advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…reflect their specific realities. As a senior risk partner advisor, you partner with Desjardins entities on risk management, providing guidance and coordinating the activities of the Risk…
Added 23 mins ago
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Personal Finance Advisor
Desjardins
Bonaventure, QC · Carleton-sur-Mer, QC · Maria, QC · New Richmond, QC · Caisse Desjardins de la Baie-des-Chaleurs
- 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 24 mins ago
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Senior Manager, Commercial Management
Metrolinx
Canada
- Full-time
…(including the construction manager, designer and technical advisor) and partner to ensure the successful delivery of the project and value for money…
Added 24 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
👨🏻‍💼 Are you a senior MSP engineer who can deliver large infrastructure projects hands-on and act as the technical advisor a client relies on?
Added 24 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
👨🏻‍💼 Are you a senior MSP engineer who can deliver large infrastructure projects hands-on and act as the technical advisor a client relies on?
Added 24 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
👨🏻‍💼 Are you a senior MSP engineer who can deliver large infrastructure projects hands-on and act as the technical advisor a client relies on?
Added 24 mins ago
Advisor, Indigenous Engagement
VIA HFR - VIA TGF Inc
Ottawa, ON · Toronto, ON
Would you like to take on a stimulating, high-impact challenge? We are looking for an Advisor, Indigenous engagement. We encourage applications from First Nations, Inuit, and Métis…
Added 24 mins ago
ScotiaMcLeod Investment Associate - Toronto
Scotiabank
Toronto, ON
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 24 mins ago
Financial Advisor Trainee - Brampton Business Banking Centre
Scotiabank
Brampton, ON
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 24 mins ago
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Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Canada
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 24 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Toronto, ON
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 24 mins ago
QT
Technology Governance & Risk Advisor
Quantum Technology Recruiting Inc. (QTR)
Toronto, ON
- $110,000 to $130,000 CAD / year
- Full-time
Position: Technology Governance & Risk Advisor
Added 39 mins ago
CS
Field Safety Advisor
Corrosion Service Company Limited
Winnipeg, MB
- Full-time
Field Safety Advisor – Build Your Career with an Industry Leader!
Added 39 mins ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Barrie, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 39 mins ago
RB
Banking Advisor
Royal Bank of Canada
Regina, SK
- Full-time
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Added 39 mins ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
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 39 mins ago
RB
Associate
Royal Bank of Canada
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 39 mins ago
RB
Client Advisor
Royal Bank of Canada
Melfort, SK
- Part-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.

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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Applications open in a new tab.

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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