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Added 13 mins ago
International Student Advisor
George Brown Polytechnic
Toronto, ON
Equity Statement: George Brown Polytechnic is committed to creating and sustaining an equitable and inclusive learning and working environment. We encourage and actively seek applications…
Added 13 mins ago
SN
Manager, HR
Six Nations Polytechnic
Brantford, ON
- Full-time
…recognized by community, government, and institutions of higher learning, as a Centre of Excellence for Indigenous Knowledge. SNP offers postsecondary, secondary, trades education and…
Added 13 mins ago
OH
Program Manager, Performance, Accountability & Funding Allocation
Ontario Health
Chatham-Kent, ON · Hamilton, ON · London, ON · Owen Sound, ON · Sarnia, ON · St. Catharines, ON · Stratford, ON · Waterloo, ON · Windsor, ON
- Full-time
Ongoing learning and career development opportunities designed to help you grow, advance, and thrive in your profession
Added 13 mins ago
UO
Platform Engineering Manager
University of British Columbia
Vancouver, BC · UBCV | The Leonard S. Klinck Building (LSK)
- $11,397 to $17,081.58 CAD / month
- Full-time
…employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and…
Added 13 mins ago
UO
Applications Technical Lead
University of British Columbia
Vancouver, BC · UBCV | The Leonard S. Klinck Building (LSK)
- $11,397 to $17,081.58 CAD / month
- Full-time
…employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and…
Added 13 mins ago
UO
Development Coordinator, Corporate & Foundation Relations
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and…
Added 13 mins ago
B
IT Manager
BOYNECLARKE
Dartmouth, NS
- Full-time
The ideal candidate has experience with helpdesk support, leading IT operations, working on upgrade and new deployment projects, has a love for problem-solving and communicating with a…
Added 13 mins ago
MH
Supervised Lead Therapist - Markham
Monarch House
Markham, ON
- Part-time
…dual-diagnosis, ASD, other developmental disabilities, or other learning and behaviour needs. The position also supports in the supervision of the treatment team assigned to each clients’…
Added 13 mins ago
SI
Wireless Sales Consultant
Staples Inc.
St. Thomas, ON
- Part-time
As a Wireless Sales Consultant, you are a champion of the customer experience in the wireless department. You enable our work, learn, and grow culture for our customers and associates.…
Added 13 mins ago
SC
Wireless Sales Consultant
Staples Canada
Ottawa, ON
- Part-time
As a Wireless Sales Consultant, you are a champion of the customer experience in the wireless department. You enable our work, learn, and grow culture for our customers and associates.…
Added 13 mins ago
T
IT Architect II
TD
Mississauga, ON · Toronto, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 13 mins ago
T
Actuarial Analyst II
TD
Montreal, QC
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 13 mins ago
T
Senior Group Manager, Audit (ATH 1146)
TD
Toronto, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 13 mins ago
T
Customer Experience Associate
TD
Vaughan, ON
- Part-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 13 mins ago
M
Bilingual Client Success Coordinator (Channel Partnerships)
Maple
Toronto, ON
- Full-time
…Channel Partnerships team and support in delivering a great experience for our growing network of B2B clients and partner organizations across…
Added 13 mins ago
GF
Customer Service Representative (Motivator ) - Markham McCowan and Bullock
GoodLife Fitness
Markham, ON
- Part-time
…and supporting Members and Potential Members, to ensure their experience with us is always positive and…
Added 13 mins ago
CM
Mental Health Clinician (1st Step Team)
Canadian Mental Health Association
Cambridge, ON · Guelph, ON
- Full-time
…care offers cross collaboration and enhanced opportunities for learning. A formal succession planning process is key to our internal leadership…
Added 13 mins ago
BG
Sales Manager
Brandt Group of Companies
Oro-Medonte, ON
- Full-time
7+ years’ direct work experience in a sales management capacity.
Added 13 mins ago
TS
Day Care Worker A
The Salvation Army Canada and Bermuda Territory
Moncton, NB · Small Blessings Early Childhood Centre
- Part-time
Build meaningful relationships with the children. Identify and expand upon learning opportunities (teachable moments). Identify and support child’s individual learning and development.…
Added 13 mins ago
CE
Cyber Security Specialist
Cenovus Energy
Calgary, AB
- Full-time
Minimum 12 years of experience in Cyber security.
Added 13 mins ago
Senior Accountant, Infrastructure
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
…with T5013 partnership and T2 corporate income tax returns. Experience with TaxPrep is considered an…
Added 13 mins ago
CT
Senior BI Analyst
Canadian Tire Corporation
Oakville, ON · Toronto, ON
- Full-time
3+ years of experience in analytics, business intelligence, marketing analytics, performance measurement, or a related field.
Added 13 mins ago
B
Director, Intraday Liquidity Risk Oversight
BMO
Toronto, ON · FCP
- Full-time
Added 13 mins ago
B
Manager, Digital Strategy & Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
…impactful business outcomes. The ideal candidate will have experience in digital strategy, business transformation, analytics, and consulting within financial services and technology in…
Added 13 mins ago
B
Associate
BMO
Toronto, ON · FCP
- Full-time
…This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture…

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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