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Added 1 hour ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 1 hour ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily
Added 4 hours ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
…future of investing for Canadians through a best-in-class wealth advisor…
Added 7 hours ago
DG
Life Insurance Agent
deVere Group
Toronto, ON
- Full-time
Strong communication and consultative sales skills
Added 7 hours ago
DG
Life & Health Insurance Advisor
deVere Group
Toronto, ON
- Full-time
Strong communication and consultative sales skills
Added 9 hours ago
CS
Client Advisor, Vancouver - Maison Margiela
CALZATURIFICIO STEPHEN S.R.L.
Vancouver, BC
- Full-time
The Client Advisor serves as the primary point of contact for clients, providing exceptional service, guidance, and solutions tailored to their needs. The role involves driving sales,…
Added 10 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 10 hours ago
NB
Banking Advisor
National Bank of Canada
Sorel-Tracy, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 10 hours ago
CB
Sales Associate - CosmoProf Store # 07376
CosmoProf Beauty
Brampton, ON
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 12 hours ago
GF
Representative, District Sales (Windsor)
Gordon Food Service
Windsor, ON
- Full-time
Consultative Sales: Serve as a food service advisor, providing system design guidance and GFS value-added solutions.
Added 13 hours ago
CA
Account Executive - Emerging & Commercial Acc
CloudKettle, a Bell Canada company
Toronto, ON
- Full-time
This is an excellent opportunity for a Business Development Manager, Sales Development Manager or other person in a quota carrying role to take the next step in their career. The role is…
Added 13 hours ago
Service Advisor (Mercedes-Benz South Calgary)
Go Auto
Calgary, AB
Added 14 hours ago
IK
Service Advisor - Temporary
Inland Kenworth
Prince George, BC
- Full-time
- Temporary
Inland Truck & Equipment is an industry leader in the heavy-duty truck and equipment sales, service, and parts marketplace. When we say we’re ALL IN, we mean we’re all in on you and your…
Added 14 hours ago
DA
Service Advisor
Davis Auto Group
Lethbridge, AB
- Full-time
Previous experience as an automotive Service Advisor or in a similar customer-facing sales role, including providing recommendations for additional purchases, is an asset
Added 15 hours ago
Business Developer (FX Financial Solutions)
Ebury
Toronto, ON
Kickstart a meaningful sales career in the world of international finance while earning uncapped commission. You’ll get expert training, supportive mentorship, hands-on experience and a…
Added 16 hours ago
BC
Moncler Sales Support Advisor (Holt Renfrew Bloor)
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Part-time
Reporting to a member of store leadership, the Part-Time Sales Support Advisor partners with the store team to deliver a seamless, personalized, and elevated experience for every Moncler…
Added 16 hours ago
BC
Miu Miu Client Advisor Toronto Bloor St.Holt Renfrew
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…such, to be responsible to maximize the individual and team sales, providing an extraordinary and memorable luxury customer experience placing the Client above all, discovering their needs…
Added 19 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 20 hours ago
M
Manager, Tax
Mecka
Remote, Canada
- $135,000 to $155,000 USD / year
- Full-time
- Remote
Compliance: Own the tax calendar and every filing across our entities, including corporate income tax, sales tax, VAT and GST returns, withholding, and information reporting, whether the…
Added 20 hours ago
M
Manager, Tax
Mecka.ai
Richmond Hill, ON
- $135,000 to $155,000 USD / year
- Full-time
Compliance: Own the tax calendar and every filing across our entities, including corporate income tax, sales tax, VAT and GST returns, withholding, and information reporting, whether the…
Added 23 hours ago
HR
Beauty Advisor - Aesop
Holt Renfrew
Toronto, ON
- Part-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 23 hours ago
EC
Service Advisor
East Court Ford Lincoln | #ECFord
Toronto, ON · Scarborough, ON
- Full-time
…The dealership is known for its experienced and enthusiastic sales staff who are dedicated to helping customers find the right vehicle and services. East Court Ford Lincoln offers a…
Added 1 day ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…

Desjardins

Personal Finance Advisor

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

Full-time

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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

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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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