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Academic Advisor, JR Shaw School of Business (Temporary)
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
…shape the future of education and make a real impact in our…
Added 1 min ago
TM
Mental Health Consultant
Toronto Metropolitan University
Toronto, ON
- Full-time
…Family Assistance Program (EFAP), extended health benefits, community…
Added 1 min ago
WI
Lifecycle Asset Data Lead - Buildings
WSP in Canada
Toronto, ON
- Full-time
Act as an advisor to building owners, facility managers and operations teams on asset data strategy; bridging knowledge of engineering, asset management and facility operations; and…
Added 1 min ago
WI
Lifecycle Asset Data Lead - Buildings
WSP in Canada
Canada
- Full-time
Act as an advisor to building owners, facility managers and operations teams on asset data strategy; bridging knowledge of engineering, asset management and facility operations; and…
Added 1 min ago
UO
Clinical Placement Operations Manager
University of British Columbia
Vancouver, BC · UBCV | Friedman Building (FRDM)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…taught by the Department’s renowned academic faculty and a community of clinical…
Added 1 min ago
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VP Sales Lead
BMO
Waterloo, ON · MARS
- Full-time
…commercial clients. In this role, you'll serve as a trusted advisor to business owners, executives, and key decision-makers, helping them navigate opportunities, manage risk, and achieve…
Added 1 min ago
B
VP Sales Lead
BMO
Toronto, ON · FCP
- Full-time
Serve as a strategic advisor to business owners, executives, and key stakeholders.
Added 1 min ago
B
VP Sales Lead
BMO
Edmonton, AB · Enbridge
- Full-time
Serve as a strategic advisor to business owners, executives, and key stakeholders.
Added 1 min ago
TU
Clinical Placement Operations Manager
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…taught by the Department’s renowned academic faculty and a community of clinical…
Added 1 min ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
The successful candidate will act as the Faculty Advisor to MRU's student-managed investment fund. The role involves working closely with fourth-year Finance majors to analyze industry…
Added 1 min ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
…contact for owner-managed businesses, professional practices, and community organizations in the…
Added 1 min ago
D
Manager, Indirect Tax Compliance
Deloitte
Calgary, AB
- Full-time
and be seen as a trusted business advisor. You will proactively identify relevant and valuable indirect tax
Added 16 mins ago
AC
Directeur, Comptabilité Complexe Et Politique Comptable
Aston Carter
Montreal, QC
- $149,000 to $182,800 CAD / year
- Full-time
Act as a trusted advisor to executive leadership, providing guidance on IFRS interpretation, accounting implications of strategic initiatives, accounting policy development, and financial…
Added 16 mins ago
PH
Mental Health Registered Nurse/Registered Psychiatric Nurse, new St. Paul's Hospital
Providence Healthcare
Vancouver, BC
- Other
…and whether you may qualify, please contact your Recruitment…
Added 16 mins ago
RB
Client Advisor
Royal Bank of Canada
Thunder Bay, ON
- Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 16 mins ago
RB
Banking Advisor
Royal Bank of Canada
Swift Current No. 137, SK · SWIFT CURRENT, Saskatchewan
- Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 30 mins ago
B
Water Resources Consultant (Hybrid/Remote)
Barr
Calgary, AB
- $110,000 to $140,000 CAD / year
- Full-time
Added 30 mins ago
O
Legal Counsel
OpenText
Waterloo, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 30 mins ago
O
Legal Counsel
OpenText
Ottawa, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 30 mins ago
O
Legal Counsel
OpenText
Toronto, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 31 mins ago
RD
Investment Associate - Trading & Administration
RBC Dominion Securities
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…
Added 31 mins ago
O
Legal Counsel
OpenText
Richmond Hill, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 31 mins ago
O
Legal Counsel
OpenText
Mississauga, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 45 mins ago
B
Senior Relationship Manager (Mid-Market)
BMO
Toronto, ON · FCP
- Full-time
…relationships, lead complex financing transactions, and become a trusted advisor to business owners, executives, and industry leaders across one of Canada's most vibrant economic…
Added 46 mins ago
RD
Associate
RBC Dominion Securities
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…

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

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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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