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Added 11 mins ago
C
Third Party Market Conduct & Operations Specialist
Co-operators
Calgary, AB · Burlington, ON · Guelph, ON · Mississauga, ON · Toronto, ON · Regina, SK
- Full-time
Using established standards, assess Advisor suitability for contracting with Co-operators.
Added 11 mins ago
SA
Service Advisor
Steele Auto Group
Halifax, NS
- Full-time
As a Service Advisor with Steele Subaru, you will be the primary point of contact for customers seeking vehicle maintenance or repairs. If you have strong communication skills, automotive…
Added 11 mins ago
KA
Automotive Red Seal Journeyman Technician
Kaizen Automotive Group
Fort McMurray, AB
- $100,000 to $160,000 CAD / year
- Full-time
…exceptional workmanship. The Technician works closely with the Service Advisor and Service Management teams to ensure accurate communication, efficient workflow, and a superior customer…
Added 11 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 11 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 11 mins ago
RB
Banking Advisor
Royal Bank of Canada
Regina, SK
- Full-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 11 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 11 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 11 mins ago
RB
Client Advisor
Royal Bank of Canada
Melfort, SK
- Part-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 11 mins ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Part-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 11 mins ago
RB
Investment Associate - Trading & Administration
Royal Bank of Canada
Oakville, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 26 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Moncton, NB
Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in New Brunswick at our Moncton office. Do you love to talk about insurance and provide…
Added 26 mins ago
FO
Manager, Programs Outreach - Adaptation
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…Adaptation (LLCA) initiative. The incumbent serves as a principal advisor and facilitator, strengthening FCM’s reputation by professionally representing the organization through…
Added 26 mins ago
CL
Service & Parts Advisor
Charger Logistics Inc.
Brampton, ON
- Full-time
Charger Logistics is looking for a Service & Parts Advisor to support the day-to-day operations of our truck and trailer maintenance shop based out of our Brampton location. The ideal…
Added 26 mins ago
DS
Payroll Manager
Delta School District 37, British Columbia
Delta, BC
- Full-time
Identify and implement process improvements to streamline payroll operations, reduce errors, and improve service delivery.
Added 26 mins ago
HG
National Manager, Finished Vehicle Operations
Hyundai Glovis Canada Inc.
Toronto, ON
- Full-time
…strategic partnerships with automotive OEM customers and logistics service providers, oversees major commercial negotiations, and identifies new business opportunities to support…
Added 26 mins ago
CL
Service & Parts Advisor
Charger Logistics Inc.
Cambridge, ON
- Full-time
Ensure timely service of company equipment, upholding truck and trailer compliance
Added 26 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 26 mins ago
D
Program Manager
DCM
Mississauga, ON
- $65,149 to $81,436 CAD / year
- Full-time
Act as a trusted advisor to clients, providing recommendations and identifying opportunities to improve efficiency, quality, and program performance
Added 41 mins ago
VP
Canadian Business Immigration Lawyer
Vialto Partners
Vancouver, BC · Montreal, QC
- Full-time
…mobility lens. We are committed to delivering exceptional client service with empathy, precision, and efficiency while helping organizations attract and retain global…
Added 41 mins ago
K
Staff Accountant, U.S. Corporate Tax
KPMG
Vaughan, ON · ON · Toronto, Ontario
- Full-time
…build their personal brand as a significant trusted business advisor in our…
Added 41 mins ago
D
Advisor, Business development and sales support
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 41 mins ago
S
Account Manager, SMB
SOTI
Mississauga, ON
- Full-time
Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors
Added 41 mins ago
R
Investment Associate - Trading & Administration
RBC
Oakville, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 41 mins ago
ST
Service Advisor
Smithers Toyota
Smithers, BC
- Full-time
Smithers Toyota is looking for a Service Advisor to join our Service Department.

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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