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Added 22 mins ago
NR
Children’s Services Program Supervisor
Niagara Region
ON · Niagara, ON
- Contract
Added 1 hour ago
RB
Financial Advisor
Royal Bank of Canada
New Westminster, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 2 hours ago
R
Financial Advisor
RBC
New Westminster, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 3 hours ago
Strategic Management Lead
City of Edmonton
AB
…to shape the future of Edmonton. You will serve as a trusted advisor to senior leadership, developing the City’s Enterprise Performance Management system and leading implementation of…
Added 4 hours ago
T&
Senior Consultant, Infrastructure Cost & Commercial (Senior Estimator/QS)
Turner & Townsend
Toronto, ON
- Full-time
…projects and are comfortable operating as a consultant and trusted advisor to clients and…
Added 4 hours ago
D
Senior investigations advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As senior investigations advisor, you help apply tactics, techniques and procedures for investigations, inquiries, liaisons and information to a wide range of administrative and security…
Added 4 hours ago
D
Senior Advisor, Operational efficiency
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior operational efficiency advisor, you help design and improve business processes and operations based on business models and organizational structures to boost operational…
Added 4 hours ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 4 hours ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 4 hours ago
C
Mortgage Solutions Advisor, Remote - Bilingual
CIBC
Montreal, QC
- Full-time
As a Mortgage Solutions Advisor you will play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Your…
Added 4 hours ago
C
Executive Director, Global Markets Trading & Financing - Business Management
CIBC
Toronto, ON
- Full-time
…Resource Management (FRM) businesses. You will act as a strategic advisor to business leadership and as the principal liaison between the front office and partners across CIBC to ensure…
Added 6 hours ago
J
Senior Solutions Architect
Jobgether
Canada
- Full-time
Partner with Account Executives to develop account strategies, plan and execute customer engagements, communicate the product value proposition, and establish trusted advisor relationships.
Added 9 hours ago
HC
Manager, Operations & Technology
Hotels Canada
Ottawa, ON
- Full-time
Act as a trusted advisor and problem-solver for operational and technology-related challenges.
Added 9 hours ago
CC
Director, Indigenous & Stakeholder Relations
Compass Canada
ON · Mississauga, ON
- Full-time
…intelligence–based tools may be used at certain stages of the recruitment and applicant screening process. This is a posting for an existing job…
Added 9 hours ago
TW
Financial Advisor (October Approvals)
Thrive Wealth Management
Regina, SK
- Full-time
As a Financial Advisor in Regina, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This…
Added 9 hours ago
CC
Director, Strategic Alliance Group
Compass Canada
Toronto, ON · Montreal, QC
- Full-time
…intelligence–based tools may be used at certain stages of the recruitment and applicant screening…
Added 9 hours ago
CC
Regional Operations Controller
Compass Canada
ON · Mississauga, ON
- Full-time
…intelligence–based tools may be used at certain stages of the recruitment and applicant screening…
Added 10 hours ago
PC
Sr. Building Science Technologist
Pinchin Canada
Kelowna, BC
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 14 hours 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 14 hours ago
NB
Advisor in the Counterparty Documentation Center
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor in the Counterparty Documentation Center (CDC) at the National Bank of Canada means contributing directly to the success of Capital Markets Operations. In this role,…
Added 14 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 14 hours ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Financial Planning Advisor in the Support team at
Added 14 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during…
Added 14 hours 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 16 hours ago
PC
Senior Occupational Health and Safety Project Manager
Pinchin Canada
Richmond, BC
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.

Desjardins

Personal Finance Advisor

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

Full-time

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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

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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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