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Added 8 mins ago
H
Assessor Coordinator Degree
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
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We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
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Continuing Care Assistant
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- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
H
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HealthCareersInSask.ca
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- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
H
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- Full-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
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We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
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Food Services Worker
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- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
H
Continuing Care Assistant
HealthCareersInSask.ca
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- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
H
Nurse A - Registered Nurse Registered Psych Nurse
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- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
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We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
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- Full-time
Knowledge of diverse, culturally safe and representative workforce
Added 8 mins ago
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Manager Royal University Hospital, Jim Patterson Children's Hospital, Saskatoon City Hospital Genera
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Saskatoon, SK
- Full-time
Knowledge of diverse, culturally safe and representative workforce
Added 8 mins ago
H
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We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
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Licensed Practical Nurse
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- Full-time
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Added 8 mins ago
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We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 8 mins ago
WM
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- Full-time
Added 8 mins ago
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Territory Sales Representative
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- $130,000 to $140,000 CAD / year
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of…
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Added 8 mins ago
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Clearpoint Health Network Inc is committed to nurturing a diverse workforce representative of the communities within which we operate. We encourage and are pleased to consider all qualified…
Added 23 mins ago
CH
Registered Nurse - Operating Room 0.8 FTE
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Clearpoint Health Network Inc is committed to nurturing a diverse workforce representative of the communities within which we operate. We encourage and are pleased to consider all qualified…
Added 23 mins ago
Future Opportunities - Lifeguard/Instructor I
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If you are selected to move forward in the recruitment process, a representative from the City of Regina will contact you directly.
Added 23 mins ago
HP
HPC & AI Software - Engineering Resolution Engineer
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Mississauga, ON
- $118,500 to $168,500 CAD / year
- Full-time
Added 23 mins ago
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Nurse A - Registered Nurse General Duty Nurse
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We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.

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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