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Added 7 mins ago
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Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 7 mins ago
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Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 7 mins ago
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Personal Finance Advisor
Desjardins
Montreal, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 7 mins ago
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Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 22 mins ago
BS
Sales Development Representative
Blackline Safety
Calgary, AB
- Full-time
As a Sales Development Representative (SDR) at Blackline Safety, you will play a pivotal role in generating and qualifying new business opportunities across North America. You will be the…
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Rivière-Rouge, QC · Caisse Desjardins du Grand-Mont-Tremblant
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
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Director
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Saint-Georges, QC · Saint-Martin, QC · Caisse Desjardins du Coeur-de-la-Beauce
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
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Digital Product Owner
Manulife
Waterloo, ON · Montreal, QC
- Full-time
…writing user stories, prioritizing the backlog, and conducting trade-offs, while maintaining communication on delivery…
Added 1 hour ago
TK
Manager, Ingredients - Cheese & Dairy (Canada)
The Kraft Heinz Company
Toronto, ON
- Full-time
…including commodity drivers, manufacturing economics, capacity, trade flows, tariffs and regional supply-demand…
Added 1 hour ago
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Construction Manager
Townline
Vancouver, BC
- Full-time
Oversee trade contractor site meetings, RFI's, invoices and control document process;
Added 1 hour ago
QR
Sales Representative - Retail
Quincaillerie Richelieu
Saskatoon, SK
- Full-time
Richelieu Hardware is currently seeking a Territory Sales Representative for the Province of Saskatchewan who ideally resides within the proximity of Saskatoon. Under the supervision of the…
Added 2 hours ago
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Personal Finance Advisor
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 2 hours ago
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Regional Manager, Ontario and Northwestern Quebec
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
…Wealth Management in your territory. You’ll serve as the primary representative of Private Wealth Management in the region and play an influential role with caisses, Desjardins Business…
Added 2 hours ago
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People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Experience evaluating design trade-offs, identifying impacts, and recommending future-state solutions.
Added 2 hours ago
CU
Sales Development Representative
Coface USA
Pointe-Claire, QC
- $65,000 to $75,000 CAD / year
…uncertainty by empowering them to make the right decisions and trade smarter in a complex…
Added 2 hours ago
IC
Trade Compliance & Logistics Manager
IDEX Corporation
Waterloo, ON
- Full-time
Responsible for ensuring all import, export, customs, transport, and trade compliance activities are executed in accordance with applicable regulations while delivering efficient and…
Added 5 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Mississauga, ON
- Full-time
Richelieu Hardware is looking for an Outside Industrial Sales Representative for the Mississauga area.
Added 9 hours ago
A
Commercial/Sales Account Director I
AMECO
Terrace, BC
- Full-time
…partners, and stakeholders, serving as a senior commercial representative of…
Added 9 hours ago
A
Commercial/Sales Account Director I
AMECO
Kitimat, BC
- Full-time
…partners, and stakeholders, serving as a senior commercial representative of…
Added 9 hours ago
IA
Electronic Technician
IMP Aerospace & Defence
Halifax, NS
- Full-time
Assists other Electronics Technicians in performing trade related tasks.
Added 9 hours ago
TS
Bilingual (French) Sales Coordinator
TalentSphere Staffing Solutions
Whitchurch-Stouffville, ON
- Full-time
Responding to customer and Sales Representative inquiries.
Added 10 hours ago
R&
Operations Officer III
Robertson & Company Ltd.
Toronto, ON
- Contract
The other consultant will be working in a processing role but focus more on trade settlements/ Share Movements/ Creating reports.
Added 12 hours ago
EP
Sales & Business Development Representative
East Penn Canada
Mississauga, ON
- Full-time
Represent East Penn Canada at trade shows, industry events, customer functions, and networking opportunities to generate leads and enhance brand awareness.
Added 12 hours ago
SS
Technical Sales & Business Development Representative- MB & SK
Shreem Systems & Solutions Pvt. Ltd
Brandon, MB
- Full-time
We are seeking a motivated Technical Sales & Business Development Representative to expand Shreem's presence throughout Saskatchewan and Manitoba. The successful candidate will work…

Desjardins

Personal Finance Advisor

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

Full-time

Apply About employer

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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