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Added 5 mins ago
Financial Services - Business Office
The Jim Pattison Auto Group
Victoria, BC
…personable individual to join our sales team as a Financial Services Advisor. If you strive to achieve excellence in customer satisfaction and relationship building, this opportunity is for…
Added 50 mins ago
RB
Banking Advisor Intern
Royal Bank of Canada
Amherstburg, ON
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 50 mins ago
RB
Financial Advisor
Royal Bank of Canada
Temiskaming Shores, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON · Kirkland Lake, ON · West Nipissing, ON
- 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 50 mins ago
RB
Associate Vice President, Core Banking, RBCx (similar to Commercial Account Manager)
Royal Bank of Canada
Ottawa, ON
- Full-time
Become a trusted advisor to the clients we support and play a role as a partner in their growth
Added 50 mins ago
RB
Client Advisor
Royal Bank of Canada
MB · STONEWALL, Manitoba
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 50 mins ago
RB
Client Advisor Kitchener/Waterloo
Royal Bank of Canada
Kitchener, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 50 mins ago
RB
Financial Planner, Investment Retirement Planning
Royal Bank of Canada
Vancouver, BC
- Full-time
Minimum 2-3 years’ experience in financial planning/advisor role
Added 50 mins ago
RB
Branch Manager Advisor
Royal Bank of Canada
Cardston, AB
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 50 mins ago
RB
Associate
Royal Bank of Canada
Pickering, 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 1 hour ago
CU
Student Info Services Offficer
Capilano University
North Vancouver, BC
- Full-time
…part of this ongoing commitment, we strive to ensure that our recruitment campaigns are proudly reflective of the community we serve. We actively seek applications from Indigenous peoples,…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Saskatoon, SK
- Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
Temiskaming Shores, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON · Kirkland Lake, ON · West Nipissing, ON
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Pincher Creek, AB
- Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Temiskaming Shores, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON · Kirkland Lake, ON · West Nipissing, ON
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 1 hour ago
RB
Global Mobility Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
RBC offers an exciting role as a Global Mobility Advisor. In this role you will organize all human resources aspects of the organization's global mobility procedures and policies. Apply…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Part-time
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Added 1 hour ago
RB
Administrative Assistant
Royal Bank of Canada
Calgary, AB
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
…our clients thrive and communities prosper. As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our…
Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
Pincher Creek, AB
- Full-time
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Added 1 hour ago
RB
Director, Parallel by RBC
Royal Bank of Canada
Toronto, ON
- Full-time
Expand awareness through presentations, advisor engagement and tailored client discussions that translate Parallel’s value proposition into commercial traction
Added 1 hour ago
RB
Client Care Advisor, Private Banking
Royal Bank of Canada
Richmond Hill, ON
- Full-time
As a key member of the Private Banking team, the Client Care Advisor is responsible for creating a tailored and memorable welcome experience at our Vancouver Private Banking Office. You…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Snow Lake, MB
- Part-time
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Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
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Added 2 hours ago
Y
Health & Safety Advisor
YORK1
Vaughan, ON
- Other
The Advisor, Health & Safety is responsible for partnering with Divisional operations and Safety Teammates to foster and support an effective and proactive safety culture of internal…
Added 2 hours ago
K
National Sales Excellence Manager
Kuehne+Nagel
Mississauga, ON
- Full-time
Act as a trusted advisor and strategic support resource to Key Account Managers across existing and newly acquired customer opportunities.

Desjardins

Personal Finance Advisor

Mascouche, QC, Canada
Caisse Desjardins Le Manoir, Canada

Full-time

Apply on desjardins.wd10.myworkdayjobs.com 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 on desjardins.wd10.myworkdayjobs.com 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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Work requirements

Jobs in Canada