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Added 14 mins 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 14 mins 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 14 mins ago
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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 29 mins 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 44 mins 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.
Added 44 mins ago
CL
Director, Client Relationships Eastern Canada
Canada Life
Ottawa, ON
- Full-time
…Retirement & Savings partners and key stakeholders to strengthen client relationships, support business growth, and deliver consistent service excellence. You will also play a critical role…
Added 44 mins ago
R
Oracle Exadata Cloud@Customer (ExaCC) Senior DBA Consultant
Raise
Calgary, AB
- Full-time
Database Administration & Tuning: Oracle 19c/23c, RAC, ASM, RMAN, AWR/ASH analysis, SQL Tuning Advisor, Execution Plans, and Exadata-specific features (Smart Scans, Flash Cache, HCC).
Added 44 mins ago
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Client Advisor
RBC
Melfort, 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 59 mins ago
SL
Business Development Partner
Sun Life
AB · Red Deer, AB
- Full-time
Escalate Client complaints including assessment and advisor investigations.
Added 59 mins ago
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Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- Full-time
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…
Added 59 mins ago
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Senior Director, Project Delivery (Hybrid)
Broadridge
Toronto, ON
- Full-time
Serve as the delivery owner for the practice's advisory engagements, with accountability for scoping, quality, margin, client satisfaction and alignment to Broadridge product and growth…
Added 59 mins ago
I
Sr.Consultant(e) en sémantique des données de santé/Senior Advisor Health Data Semantics
IQVIA
Montreal, QC
- Full-time
IQVIA est un fournisseur mondial de solutions avancées d’analytique, de technologies et de services de recherche clinique destinés au secteur des sciences de la vie. Nous combinons les…
Added 1 hour ago
SAP SuccessFactors Recruiting Lead - Manager
EY
Edmonton, AB · AB · Winnipeg, MB · Dieppe, NB · Saint John, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Waterloo, ON · Calgary, AB
Act as a trusted advisor to Talent Acquisition and HR leaders, shaping recruiting transformation roadmaps aligned with business objectives.
Added 1 hour ago
SAP SuccessFactors Employee Central Lead & Employee Central Time Lead - Manager
EY
Edmonton, AB · AB · Winnipeg, MB · Dieppe, NB · Saint John, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Waterloo, ON · Calgary, AB
…responsible for solution integrity, delivery leadership, and client engagement across…
Added 1 hour ago
C
Associate Insurance Advisor II
Co-operators
West Kelowna, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
Specialist, Digital Account Manager
Bell
Montreal, QC
At Bell Media, you’ll redefine digital connections and pioneer next-generation services, propelling us to reach new heights, unlock untapped potential and expand horizons for our customers.
Added 1 hour ago
TC
Senior Database Administrator (Oracle Application DBA / AWS Cloud)
Tata Consultancy Services
Toronto, ON
- $115,000 to $130,000 CAD / year
- Full-time
…Success team. A TCS Interactive Partner works closely with TCS Client Partners and account leadership teams to drive growth, strengthen executive relationships, and expand the adoption of…
Added 1 hour ago
PC
Senior Associate, Financial Services, Digital Banking Operations, Consulting
Pwc Canada
Toronto, ON
- Full-time
A career within the Financial Services Banking Operations team will provide you with the opportunity to use data, technology and industry expertise to design strategies and transformational…
Added 1 hour ago
SMB Customer Success Manager
Guesty
Canada
Collaborate with internal teams (Sales, Implementation, Finance, Support…) to ensure seamless delivery of services and exceed client expectations.
Added 1 hour ago
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Senior Retirement Planning Advisor
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $86,000 to $131,000 CAD / year
- Full-time
As a member of Member Services, the Senior Retirement Planning Advisor builds upon the core responsibilities of the Member Advisor role, providing advanced retirement planning guidance,…
Added 1 hour ago
O
Product Launch Specialist, HealthTech SaaS
OceanMD
Toronto, ON
- Full-time
…overcome the barriers preventing the timely delivery of healthcare services. By replacing paper forms with digital tools, we give patients and providers secure ways to connect, share health…
Added 1 hour ago
Account Executive
Equativ
Toronto, ON
…Canadian media landscape. This individual will serve as a trusted advisor to clients, helping them leverage Equativ's suite of programmatic, CTV, video, native, and curation solutions to…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
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…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
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…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
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…

Desjardins

Personal Finance Advisor

Mascouche, QC, Canada
Caisse Desjardins Le Manoir, Canada

Full-time

Apply About employer

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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

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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