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BDC Agent - Parkland Chrysler Dodge Jeep Ram
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Spruce Grove, AB
- $40,000 to $50,000 CAD / year
- Other
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Junior Sales Representative
Dawn Recruiting Agency
Cambridge, ON
- $45,000 to $75,000 CAD / year
- Full-time
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Junior Sales Representative
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- $45,000 to $75,000 CAD / year
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Regional Sales Director - Identity - Canada
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Toronto, ON · Canada, ON, Toronto
- Full-time
…take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including…
Added 15 mins ago
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MHCP Change Coordinator and Educator / Human Services Program Representative 1
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Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Human Services Program Representative 1
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Junior Sales Representative
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Mississauga, ON
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Director, FX Payments & Banking Strategic Projects
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Partner with cross-functional stakeholders to support the implementation and adoption of new banking capabilities, payment solutions, FX products, processes, and technologies.
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Branch Representative
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The Branch Representative is critical to the smooth, efficient operation of Avenir Energy’s local branches. In this role, you will oversee various administrative and operational tasks that…
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Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Added 29 mins ago
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Coordinator, Contract Services
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Regional Sales Director - Identity - Canada
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Design Engineer, Electrical and Traction Power (13543)
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Toronto, ON · Greater Toronto Area, Canada
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Toronto, ON · Greater Toronto Area, Canada
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Personal Finance Advisor
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- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field.
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Personal Finance Advisor
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- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
CC
Technician , Radiation
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Desjardins

Personal Finance Advisor

Mascouche, QC, Canada
Caisse Desjardins Le Manoir, 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

You will develop and maintain trusting relationships with members and clients to provide tailored financial advice and solutions. Additionally, you will drive business results by recommending 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 also required.

Skills

Financial advising
Relationship management
Investment recommendation
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 Relations
Business Development
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Equity
Diversity
Inclusion

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