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Added 5 mins ago
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Banking Advisor
RBC
Regina, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 5 mins ago
R
Banking Advisor
RBC
Swift Current, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 5 mins ago
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Director, Data Enablement
PwC
Toronto, ON
- Full-time
…As a Director, Data Enablement, you will serve as a trusted advisor to executives, helping organizations shape enterprise data strategies, modernize data ecosystems, and establish AI-ready…
Added 5 mins ago
ON
Legal Coordinator – OLRB Health Care Restructuring/PSLRTA Lead – Litigation Team
Ontario Nurses' Association
London, ON · Ottawa, ON · Port Hope, ON · Toronto, ON · Nepean, ON
- Full-time
…and supervision of the Manager of Litigation and Senior Legal…
Added 5 mins ago
SL
AVP, CXO Strategy & Transformation
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
…decision-making, and ensure investments are clearly linked to client, advisor, sponsor, business, risk, and financial…
Added 19 mins ago
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Consultant, Forensics and Litigation Support
MNP
Toronto, ON
- Full-time
…expertise to protect clients’ assets and reputation. As a trusted advisor, you’ll implement anti-fraud controls and resolve fraud emergencies, reducing clients’ exposure to criminal and…
Added 19 mins ago
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Personal Finance Advisor
Desjardins
Bonaventure, QC · Carleton-sur-Mer, QC · Maria, QC · New Richmond, QC · Caisse Desjardins de la Baie-des-Chaleurs
- Full-time
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…
Added 20 mins ago
BB
Associé(e) principal(e) des ventes au détail / Senior Retail Sales Associate
Best Buy Canada
Canada
- Full-time
You’ll love it here! We are hiring immediately for a senior sales associate, which we call a senior advisor at Best Buy. As a senior sales associate, you will be the face of Best Buy for…
Added 20 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
👨🏻‍💼 Are you a senior MSP engineer who can deliver large infrastructure projects hands-on and act as the technical advisor a client relies on?
Added 20 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
👨🏻‍💼 Are you a senior MSP engineer who can deliver large infrastructure projects hands-on and act as the technical advisor a client relies on?
Added 20 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
👨🏻‍💼 Are you a senior MSP engineer who can deliver large infrastructure projects hands-on and act as the technical advisor a client relies on?
Added 20 mins ago
ScotiaMcLeod Investment Associate - Toronto
Scotiabank
Toronto, ON
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 20 mins ago
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Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Canada
- 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 20 mins ago
HW
Client Services Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Contract
…investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great…
Added 20 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 20 mins ago
RV
Roger Vivier - Client Advisor
Roger Vivier
Toronto, ON
- Full-time
The Client Advisor is one of the most important assets for the brand, generating sales and profits for the company. The position requires a diversified mix of skills and capabilities, as…
Added 35 mins ago
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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 35 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 35 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 35 mins ago
RB
Banking Advisor
Royal Bank of Canada
Regina, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 35 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 35 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 35 mins ago
RB
Client Advisor
Royal Bank of Canada
Melfort, SK
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 35 mins ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 35 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…

Desjardins

Personal Finance Advisor

Montreal, QC, Canada
Thetford Mines, QC, Canada
Caisse Desjardins du Réseau de la santé, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 14, 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. Plus spécifiquement, vous serez amené(e) à :

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
Available to work Monday to Friday, including one evening per week

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

2026-11-13

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide tailored financial advice and solutions. They drive results by recommending investments, loans, and insurance products while balancing business objectives with prudent 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 required, along with proficiency in French.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Market trend 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
Business Relationships
Market Trends
Mutual Fund Representative
Customer Service
Financial Strategy
Hybrid Work
Defined Benefit Pension
Telemedicine

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