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Added 11 mins ago
HI
Commercial Insurance Advisor
HUB International
Emerald Park, SK
- Full-time
The Commercial Insurance Advisor is required to develop new business relationships and insurance solutions for prospects & clients along with other available products to prospective and…
Added 26 mins ago
FR
Service Advisor
Fraserway RV
Abbotsford, BC
- Full-time
Fraserway RV is looking for a Service Advisor to be the connection between our customers and our service team. You'll help customers understand what their RV needs, coordinate repairs with…
Added 26 mins ago
PC
Atlassian Architect - Canada FTE
Praecipio Consulting
Remote, Canada
- Full-time
- Remote
Client Relationship Management: Act as a trusted advisor to clients, building strong relationships and providing expert guidance. Clearly communicate technical concepts to both technical…
Added 40 mins ago
O
Associate Director, Search
OMD
Toronto, ON
- Full-time
Lead development of full-funnel paid social strategies aligned to client business objectives
Added 41 mins ago
IB
Account Executive- Professional Liability Programs
Insurance Brokers Association of Alberta
AB · Edmonton, AB
- Full-time
Sage Advisor Resources Corp., a subsidiary of the Insurance Brokers Association of Alberta (IBAA), is looking for an experienced insurance professional to join our team as an Account…
Added 41 mins ago
W
Lifecycle Asset Data Lead - Buildings
WSP
Toronto, ON
- Full-time
…enough. You will be the person coaching delivery teams to meet client requirements, ensuring the asset also carries its location, system and parent/child relationships, classification,…
Added 41 mins ago
R
Senior Investment Funds Advisor
RBC
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 56 mins ago
International Student Advisor
George Brown Polytechnic
Toronto, ON
& Support, the International Student Advisor (ISA) is responsible for
Added 56 mins ago
T
Senior Group Manager, Audit (ATH 1146)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 56 mins ago
SL
Business Development Consultant
Sun Life
Toronto, ON
- Full-time
· Source new and experienced candidates with established practices, for the Sun Life advisor role or to join an advisor team, through community contacts and other sources of referrals.
Added 56 mins ago
MI
Director - Subadvisory Relationships
MFS Investment Management
Toronto, ON
- Full-time
…the Canadian retail landscape, including the role of a sub-advisor and product vehicle trends to understand how to prioritize growth opportunities with subadvisory…
Added 56 mins ago
B
Associate
BMO
Toronto, ON · FCP
- Full-time
Partners with lead advisor(s) to build and nurture relationships with COI’s and business partners; working collaboratively within the team and with internal partners to identify…
Added 1 hour ago
T
Senior Group Manager, Audit (ATH 1146)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 1 hour ago
AC
Allstate Sales Agent Trainee
Allstate Canada
Toronto, ON
- Full-time
…the more you can make. You’ll learn how to become a trusted advisor to your clients and make a real impact on their lives, all while building a rewarding career in…
Added 1 hour ago
W
Senior Metallurgical Engineer
Worley
AB · Edmonton, AB
- Full-time
Establish, interpret, and govern discipline design standards, best practices, specifications, and technical frameworks in alignment with Worley and client requirements.
Added 1 hour ago
W
Senior Metallurgical Engineer
Worley
Calgary, AB
- Full-time
Establish, interpret, and govern discipline design standards, best practices, specifications, and technical frameworks in alignment with Worley and client requirements.
Added 1 hour ago
AG
Associate Director, Search
Adelphi Group
Toronto, ON
- Full-time
· Lead development of full-funnel paid social strategies aligned to client business objectives
Added 1 hour ago
M
Bilingual Customer Success Manager
Morningstar
Toronto, ON
- Full-time
…Sales, Product, Support, and Implementation, to advocate for client needs, resolve challenges, and deliver a seamless client experience. We are seeking a bilingual professional fluent in…
Added 1 hour ago
S
Team Lead - Business Banking - West New Brunswick
Scotiabank
Fredericton, NB
- Full-time
Lead and drive a client focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Added 1 hour ago
CL
Director, Client Relationships Eastern Canada
Canada Life
Ottawa, ON
- Full-time
…Retirement & Savings partners and key stakeholders to strengthen client relationships, support business growth, and deliver consistent service excellence. You will also play a critical role…
Added 1 hour ago
HO
Human Resources Advisor
HR Offscript
Victoria, BC
- Full-time
We’re looking for an HR Advisor who believes HR is a business discipline, not an administrative function. You’ll be the day-to-day HR contact for a portfolio of BC clients: the person they…
Added 1 hour ago
R
Oracle Exadata Cloud@Customer (ExaCC) Senior DBA Consultant
Raise
Calgary, AB
- Full-time
Database Administration & Tuning: Oracle 19c/23c, RAC, ASM, RMAN, AWR/ASH analysis, SQL Tuning Advisor, Execution Plans, and Exadata-specific features (Smart Scans, Flash Cache, HCC).
Added 1 hour ago
R
Client Advisor
RBC
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 1 hour ago
SL
Business Development Partner
Sun Life
AB · Red Deer, AB
- Full-time
Escalate Client complaints including assessment and advisor investigations.
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- 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…

Desjardins

Personal Finance Advisor

Mascouche, QC, Canada
Caisse Desjardins Le Manoir, 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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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

College diploma in a related field
A minimum of two years 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 clients by providing personalized financial advice and recommending appropriate investment, loan, and insurance solutions. Additionally, you will manage business relationships, assess service quality, and collaborate with partners to design integrated strategies that meet member needs.

Requirements

Candidates must hold a college diploma in a related field and possess at least two years 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 product knowledge
Risk management
Customer satisfaction
Interpersonal savvy
Market trend analysis
Strategic planning
Communication
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
Mutual Fund Representative
Client Relations
Strategic Planning
Market Trends
Financial Planning
Wealth Management
Customer Service
Hybrid Work
Pension Plan
Telemedicine

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