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Added 1 min ago
H
Recreation Worker
HealthCareersInSask.ca
Lanigan, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 1 min ago
S
Mechanical / API Inspector - Contract
SGS
Saskatoon, SK
- $50 to $55 CAD / hour
- Contract
Experience: Minimum 7 years of API-related equipment inspection experience, including 3 years in quality assurance, vendor surveillance or shop inspections
Added 1 min ago
DC
Technical Specialist, Real Property Management
Defence Construction Canada
Ottawa, ON
- Full-time
…real property management services to support the delivery of Client-Partner real property projects and programs. The incumbent acts as a technical specialist, implementing facility…
Added 1 min ago
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Nurse B - Clinical Nurse Educator
HealthCareersInSask.ca
Melfort, SK
- Full-time
Experience using electronic assessment tools will be considered an asset.
Added 1 min ago
H
Nurse B - Clinical Nurse Educator
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
Experience using electronic assessment tools will be considered an asset.
Added 1 min ago
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Nurse B - Clinical Nurse Educator
HealthCareersInSask.ca
Meadow Lake, SK
- Full-time
Experience using electronic assessment tools will be considered an asset.
Added 1 min ago
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Nurse B - Clinical Nurse Educator
HealthCareersInSask.ca
North Battleford, SK
- Full-time
Experience using electronic assessment tools will be considered an asset.
Added 1 min ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Ottawa, ON
- Full-time
…projects. The incumbent acts as a technical specialist for the Client-Partners, providing support and producing deliverables for complex infrastructure and environmental projects. The…
Added 1 min ago
DC
Technical Specialist, Real Property Management
Defence Construction Canada
Ottawa, ON
- Full-time
…real property management services to support the delivery of Client-Partner real property projects and programs. The incumbent acts as a technical specialist, implementing facility…
Added 1 min ago
S
Mechanical / API Inspector - Contract
SGS
Winnipeg, MB
- $50 to $55 CAD / hour
- Contract
Experience: Minimum 7 years of API-related equipment inspection experience, including 3 years in quality assurance, vendor surveillance or shop inspections
Added 1 min ago
CL
Human Resources - HR Business Partner
Cosmetica Laboratories Inc
Toronto, ON · Scarborough, ON
- Full-time
The HRBP has end-to-end ownership of HR matters within assigned client groups, from intake and assessment through advice, approvals, execution, documentation, communication, reporting,…
Added 1 min ago
S
Mechanical / API Inspector - Contract
SGS
Saskatoon, SK
- $50 to $55 CAD / hour
- Contract
Experience: Minimum 7 years of API-related equipment inspection experience, including 3 years in quality assurance, vendor surveillance or shop inspections
Added 1 min ago
S
Mechanical / API Inspector - Contract
SGS
Winnipeg, MB
- $50 to $55 CAD / hour
- Contract
Experience: Minimum 7 years of API-related equipment inspection experience, including 3 years in quality assurance, vendor surveillance or shop inspections
Added 16 mins ago
PH
Patient Resident Care Manager - Older Adult Clinics (Centre for Healthy Aging) & Post-COVID Recovery Clinic
Providence Healthcare
Vancouver, BC
- Full-time
…related Health Profession plus a minimum of five (5) years’ experience at the middle management level in a medium to large health care organization or an equivalent combination of education…
Added 16 mins ago
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Market Development Manager
Desjardins
Boucherville, QC · Gatineau, QC · Montreal, QC · Sainte-Thérèse, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
Ensure the quality of services and business relationships, and manage the member/client experience
Added 31 mins ago
C
Customer Service / Tech Support Rep (On-Site)
Concentrix
Belleville, ON
- Full-time
Join a world-class team in Belleville, ON, as a Customer Service / Tech Support Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer…
Added 31 mins ago
C
Automotive Customer Service Rep (Bilingual: French / English) On-site
Concentrix
Hamilton, ON
- Full-time
Join a world-class team in Hamilton, ON, as an Automotive Customer Service Representative Bilingual! We’re looking for passionate game-changers to deliver exceptional customer experiences…
Added 46 mins ago
H
Nurse Practitioner
HealthCareersInSask.ca
Weyburn, SK
- Full-time
3 years experience as a RN in critical care, ER, acute care or primary care.
Added 46 mins ago
H
Manager Royal University Hospital, Jim Patterson Children's Hospital, Saskatoon City Hospital Genera
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…to enable an innovative and positive working climate and a client-centric culture. The Manager must work cross functionally within the portfolio and across the organization to support…
Added 46 mins ago
M
National Education Consultant
Manulife
Calgary, AB · Toronto, ON · Waterloo, ON
- Full-time
As a National Education Consultant (NEC), you will partner with large national clients to enhance the member experience and drive engagement in group retirement plans. Your focus will be on…
Added 1 hour ago
H
Manager Health Services Unity
HealthCareersInSask.ca
Unity, SK
- Full-time
…to enable an innovative and positive working climate and a client‐centric culture. The Manager must work cross functionally within the portfolio and across the organization to support…
Added 1 hour ago
HP
Terittory Account Manager - Networking
Hewlett Packard Enterprise
Calgary, AB
- Full-time
You will focus on generating new business and builds, monitoring and managing sales pipeline activity and analyzing client industry and competitive research and information to facilitate…
Added 1 hour ago
KM
Representant en ventes technologiques (Charlottetown, Prince Edward Island)
Konica Minolta Business Solutions Canada
Charlottetown, PE
- Full-time
We’re looking for a Technology Sales Representative to join our team!
Added 1 hour ago
Sales Representative, Local Media, Bell Media
Bell
Vancouver, BC
Identify, develop and maintain client relationships on behalf of Bell Media’s sales team.
Added 1 hour ago
CS
Ticketing Operations Specialist
Calgary Stampeder Football Club
Calgary, AB
- Full-time
This role supports ticketing operations to deliver an exceptional guest experience. Responsibilities include managing event builds, ticket inventory, payment plans, and renewal programs;…

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 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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