Find work in Canada.

541,842 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
NB
Senior talent acquisition advisor
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Talent Acquisition Advisor in the Commercial Banking and Private Banking 1859 team at National Bank means acting as a strategic talent advisor who helps drive business…
Added 3 mins ago
NB
Content Marketing Advisor - Newsletter Products
National Bank of Canada
Montreal, QC
- Full-time
A career as a Content Marketing Advisor in the Content team at National Bank means acting as a content specialist who transforms audience needs, business priorities and insights into…
Added 3 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, QC
- Part-time
A career as a Banking Advisor at National Bank is a versatile and 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…
Added 3 mins ago
NB
(Senior) Director, Credit Execution - Tech & Innovation
National Bank of Canada
Toronto, ON
- Full-time
trusted advisor to companies that are transforming the world and to support
Added 3 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- 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 3 mins ago
NB
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, QC
- 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 3 mins ago
NB
SENIOR ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
Advisor on the Investment Advisory and Training team at National Bank means
Added 3 mins ago
NB
Banking Advisor
National Bank of Canada
Quebec, QC
- 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 4 mins ago
R
Client Advisor
RBC
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 4 mins ago
A
Représentant (e) du service à la clientèle / Representative Client Service
ADP
Montreal, QC
- Full-time
ADP souhaite embaucher un représentant (e) du service à la clientèle, services aux comptes majeurs
Added 19 mins ago
C
Financial Advisor - Saint-Léonard, Qc
CIBC
Montreal, QC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 19 mins ago
C
Financial Advisor - CIRO-MFD/AMF
CIBC
Grand Forks, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 19 mins ago
B
REGIONAL ADVISOR, OPERATIONAL EXCELLENCE- ADVISORY SERVICES - Montreal
BDC
Montreal, QC
- Full-time
The Regional Advisor, Operational Excellence plays a pivotal role in accelerating the reach, effectiveness, and impact of Advisory Services (AS).
Added 49 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 49 mins ago
PC
Atlassian Architect - Canada FTE
Praecipio Consulting
Remote, Canada
- Full-time
- Remote
We are seeking an experienced and highly motivated Atlassian Consultants to partner with our dynamic professional services team. The ideal candidate will have a deep and broad expertise in…
Added 1 hour 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 1 hour ago
R
Senior Investment Funds Advisor
RBC
Vancouver, BC
- Full-time
As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ year reputation of Phillips, Hager & North for exceptional client service, trusted advice and low fees. Our…
Added 1 hour ago
International Student Advisor
George Brown Polytechnic
Toronto, ON
Under the direction of the Manager, International Student Services
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
SL
Business Development Consultant
Sun Life
Toronto, ON
- Full-time
…sales driven, strategic mindset, strong knowledge of financial services and products and relationship focused. If this feels well aligned to who you are and areas you want to focus on, we…
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
W
Senior Metallurgical Engineer
Worley
AB · Edmonton, AB
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 1 hour ago
W
Senior Metallurgical Engineer
Worley
Calgary, AB
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
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 2 hours 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.

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 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

Report this job