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Added 1 min ago
SH
Dietary Aide -Repost
Southern Health-Santé Sud
MB · Vita, MB
- Full-time
…from the competition file may be provided to the grievor's representative. Personal information irrelevant to the grievance and other information protected under legislation will be…
Added 1 min ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Added 1 min ago
E
Customer Service Representative - Bridgewater
Enterprise
Bridgewater, NS
- Internship
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will provide…
Added 1 min ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
Added 1 min ago
SG
Inside Sales Representative
S3 Group Ltd.
Swift Current, SK
- Full-time
Added 2 mins ago
PH
Ultrasound Sonographer, General Procedures, Medical Imaging - BC Women’s Hospital & Health Centre
Provincial Health Services Authority
Vancouver, BC
- Part-time
Added 2 mins ago
TS
Shelter Support Worker (Casual)
The Salvation Army Canada and Bermuda Territory
Port Hardy, BC · Mount Waddington Community Ministries
- Part-time
Serves as The Salvation Army’s representative to Shelter Guests and Visitors.
Added 2 mins ago
A
Food & Beverage - Seasonal Barista, A-OK Cafe (Front of House)
Aritzia
New Westminster, BC
- $20 to $40 CAD / hour
- Part-time
Aritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every…
Added 18 mins ago
I
Business Development Representative
Ideogram
Toronto, ON
- Full-time
As a Business Development Representative at Ideogram, you’ll join our early, expanding sales team at the intersection of AI, creativity, and enterprise transformation. You’ll be the first…
Added 18 mins ago
TT
Energy Services Project Developer
trane technologies
Calgary, AB · AB · Burnaby, BC · ON · Markham, Ontario · Edmonton, Alberta
- Full-time
…corrective action, and communicating with customers or their…
Added 18 mins ago
Territory Sales Representative - Charlottetown
Molson Coors
Charlottetown, PE
In the role of Territory Sales Representative working in Prince Edward Island, you will be part of the Atlantic Commercial team. This position reports to the New Brunswick/PEI District…
Added 18 mins ago
M
Territory Sales Representative - Calgary
Masco
AB · Calgary, Alberta
- Full-time
To thrive as a Sales Representative with Behr, you must be organized, approachable, professional, and be ready to manage every aspect of Behr-related business in five or more Home Depot…
Added 32 mins ago
WI
Guest Service Representative/Reservations Agent - The Wickaninnish Inn
Wickaninnish Inn
Tofino, BC
- Full-time
Join our Front Office Team as a Guest Service Representative/Reservations Agent, where you have the opportunity to learn and grow in a Relais & Châteaux property recognized by Forbes,…
Added 32 mins ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
Added 32 mins ago
CI
Junior Intel Server Support
Compugen Inc
Regina, SK
- Full-time
…process. If you require an accommodation, our People & Culture representative will work with you to meet your needs in a confidential and respectful manner. We believe everyone deserves a…
Added 32 mins ago
CI
Junior UNIX Midrange Support
Compugen Inc
Regina, SK
- Full-time
…process. If you require an accommodation, our People & Culture representative will work with you to meet your needs in a confidential and respectful manner. We believe everyone deserves a…
Added 32 mins ago
CI
Intermediate Security Specialist – Security Architect - Onsite Regina, SK
Compugen Inc
Regina, SK
- Contract
…process. If you require an accommodation, our People & Culture representative will work with you to meet your needs in a confidential and respectful manner. We believe everyone deserves a…
Added 32 mins ago
B
Facility Supervisor
BGIS
Lethbridge, AB
- Full-time
…within a region. The Facility Supervisor is the primary BGIS representative for day-to-day contact with the Client and the Tenants for performance of the…
Added 32 mins ago
B
Facility Manager III
BGIS
Mississauga, ON
- Full-time
…within a region. The Facility Manager III is the primary BGIS representative for day-to-day contact with the Client and the Tenants for performance of the contract. The FM III will manage a…
Added 32 mins ago
SH
Home Care Attendant - Repost
Southern Health-Santé Sud
Starbuck Island, MB · Starbuck, MB
- Full-time
…from the competition file may be provided to the grievor's representative. Personal information irrelevant to the grievance and other information protected under legislation will be…
Added 33 mins ago
TA
Consumer Sales Representative | TELUS Communications
The Acquisition Group
Abbotsford, BC
- Full-time
Added 33 mins ago
TA
Consumer Sales Representative | TELUS Communications
The Acquisition Group
Surrey, BC
- Full-time
Added 47 mins ago
SH
Lead Hand - Medical Device Reprocessing
Southern Health-Santé Sud
Steinbach, MB
- Full-time
Added 47 mins ago
HE
Contract Operator - Waskahigan
HWN Energy Ltd.
Alexis Whitecourt 232, AB · Whitecourt, AB
- Full-time
· Perform as a field representative for all HWN operations in the field with emphasis on being a good neighbour.
Added 47 mins ago
SH
Home Care Attendant
Southern Health-Santé Sud
Steinbach, MB
- Full-time
…from the competition file may be provided to the grievor's representative. Personal information irrelevant to the grievance and other information protected under legislation will be…

Desjardins

Personal Finance Advisor

Rivière-Rouge, QC, Canada
Caisse Desjardins du Grand-Mont-Tremblant, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 17, 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

2026-11-16

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building and maintaining client relationships while providing tailored financial advice on investments, loans, and insurance. They must balance client satisfaction with business objectives and prudent risk management while staying current on market trends.

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 also 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
Reimbursement of telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Client Relations
Mutual Fund Representative
Hybrid Work
Financial Planning
Business Development
Market Trends
Customer Service
Pension Plan
Telemedicine

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