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Added 1 min ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 1 min ago
NB
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 1 min ago
NB
Banking Advisor
National Bank of Canada
Quebec, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 1 min ago
Customer Success Specialist
West Coast Reduction Ltd.
Vancouver, BC
Identify potential account-expansion or sales opportunities and refer them to the responsible Sales Representative or Redux leader (this role does not have primary responsibility for…
Added 1 min ago
A
Représentant (e) du service à la clientèle / Representative Client Service
ADP
Montreal, QC
- Full-time
Added 1 min ago
NC
Manager, Military Integration and Coordination
NAV CANADA
Ottawa, ON
- Full-time
…direction for airspace management with DND/CAF and leading the development and continuous improvement of the Flexible Use of Airspace (FUA)…
Added 16 mins ago
WM
Territory Sales Representative
Williams Machinery
Terrace, BC
- Full-time
Previous experience in equipment, construction, industrial or B2B sales is an asset. A proven track record in prospecting and new business development is what matters.
Added 16 mins ago
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Director – East Harbor
SYSTRA
Toronto, ON
- Full-time
Reporting to the Stations Vice President, the Owners Representative Director - Stations will provide project management and leadership to the two Alliance delivered new stations on the GO…
Added 16 mins ago
C
Financial Services Representative II
CIBC
Toronto, ON · PCF-Albion
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 16 mins ago
M
Senior Manager, GTO Strategy & Transformation
Manulife
Toronto, ON
- Full-time
Business Case Development & Value Realization: Build quantified business cases, validate assumptions, reconcile benefits, support investment prioritization, and track transformation…
Added 16 mins ago
Director Talent Acquisition
Sonepar
Surrey, BC
An opportunity for career development across many business departments within our organization.
Added 16 mins ago
B
Facility Manager III
BGIS
Mississauga, ON
- Full-time
Excellent business management/development skills.
Added 17 mins ago
MP
Funeral Director, Funeral Services
Mount Pleasant Group
Richmond Hill, ON
- $41.4 to $46.43 CAD / hour
- Full-time
May be required to work outside of regular business hours to address emergencies or meet operational deadlines.
Added 17 mins ago
FT
Sales Development Representative – IT Distribution
Foreseeson Technology
Richmond, BC
- Full-time
The Sales Development Representative (SDR) is responsible for identifying and developing new business opportunities for the Foreseeson IT distribution business. The role focuses on lead…
Added 31 mins ago
H
Manager Mental Health and Addictions Services
HealthCareersInSask.ca
North Battleford, SK
- Full-time
…objectives of the SHA. The Manager supports strategy through the development and execution of operational and business plans, including cascading, monitoring, reporting, and course…
Added 31 mins ago
BG
Marketing Generalist
BRC Group Inc.
Remote, Canada
- $55,000 to $65,000 CAD / year
- Full-time
- Remote
…overseeing the implementation of marketing campaigns to promote business products and…
Added 31 mins ago
BG
Marketing Generalist
BRC Group Inc.
Remote, Canada
- $55,000 to $65,000 CAD / year
- Full-time
- Remote
…overseeing the implementation of marketing campaigns to promote business products and…
Added 47 mins ago
CO
Service Technician
Culligan of Canada
Edmonton, AB
- $22 to $25 CAD / hour
- Full-time
Career development with in-house training for Service Technicians ranging from basic installation to Commercial equipment with compensation consideration at each level
Added 47 mins ago
MC
Financial Services Representative - Contract
Meridian Credit Union
ON · Maple, ON
- $50,000 to $53,000 CAD / year
- Full-time
The Financial Services Representative will work alongside and align financial strategies and activities to support Meridian’s internal business partners – Wealth, Small Business, Mobile…
Added 47 mins ago
UH
Research Technician II
University Health Network
Toronto, ON
- Contract
Act as the primary contact for purchasing, receiving and reconciling orders of reagents, consumables and equipment, working with the business officer and against multiple grant accounts.
Added 1 hour ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
High school diploma or equivalent preferred. Completion of College level courses with concentration in Business/Hospitality or Police/Security Foundations would be an asset.
Added 1 hour ago
FR
Security Concierge
FirstService Residential Canada
Mississauga, ON
- Full-time
High school diploma or equivalent preferred. Completion of College level courses with concentration in Business/Hospitality or Police/Security Foundations would be an asset.
Added 1 hour ago
MC
Senior Software Engineer - Brokerage Platform
Moomoo Canada
Toronto, ON · North York, ON
- Full-time
…to expand our team with a dynamic, growth-mindset Investment…
Added 1 hour ago
Payroll Team Lead
Westerkirk
Calgary, AB
Established in 1928, De Havilland Canada has a rich history marked by the development of some of the most iconic and versatile aircraft ever built. These aircraft have served a variety of…
Added 1 hour ago
Outreach Worker
Connective
Coquitlam, BC
Experience in assessment, case/care plan development and implementation

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 advise members and clients on financial strategies while managing business relationships to ensure satisfaction and service quality. Additionally, you will drive results by recommending investments, loans, and insurance products while maintaining sound risk management practices.

Requirements

The role requires a college diploma in a related field and a minimum of 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
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
Reimbursement of telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Client Relations
Mutual Fund Representative
Hybrid Work
Financial Planning
Wealth Management
Business Development
Market Trends
Customer Service

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