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Added 11 mins ago
TT
Associé / Associée de magasin de détail à temps plein Winners-St Romuald
The TJX Companies, Inc.
St.-Romuald, QC
- Full-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 11 mins ago
O
Développeur(se) en IA
Onepoint
Montreal, QC
- Full-time
Expérience en IA générative (grands modèles de langage, ingénierie de requêtes, RAG, agents);
Added 11 mins ago
O
Gestionnaire de produits
Onepoint
Montreal, QC
- Full-time
Career development: training and certifications, online or in-person learning, Wepoint Academy, etc.;
Added 11 mins ago
O
Scrum Master, senior
Onepoint
Montreal, QC
- Full-time
Career development: training and certifications, online or in-person learning, Wepoint Academy, etc.;
Added 11 mins ago
O
Architecte de solutions, senior
Onepoint
Montreal, QC
- Full-time
Career development: training and certifications, online or in-person learning, Wepoint Academy, etc.;
Added 11 mins ago
W
Gestionnaire de produits
Wepoint
Montreal, QC
- Full-time
Career development: training and certifications, online or in-person learning, Wepoint Academy, etc.;
Added 11 mins ago
W
Scrum Master, senior
Wepoint
Montreal, QC
- Full-time
Career development: training and certifications, online or in-person learning, Wepoint Academy, etc.;
Added 11 mins ago
W
Développeur(se) en IA
Wepoint
Montreal, QC
- Full-time
Expérience en IA générative (grands modèles de langage, ingénierie de requêtes, RAG, agents);
Added 11 mins ago
W
Analyste d'affaires TI
Wepoint
Montreal, QC
- Full-time
Career development: training and certifications, online or in-person learning, Wepoint Academy, etc.;
Added 11 mins ago
W
Architecte de solutions, senior
Wepoint
Montreal, QC
- Full-time
Career development: training and certifications, online or in-person learning, Wepoint Academy, etc.;
Added 11 mins ago
O
Analyste d'affaires TI
Onepoint
Montreal, QC
- Full-time
Career development: training and certifications, online or in-person learning, Wepoint Academy, etc.;
Added 11 mins ago
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Staff Accountant, U.S. Corporate Tax
KPMG
Vaughan, ON · ON · Toronto, Ontario
- Full-time
Prior experience in a public accounting firm is a considerable asset.
Added 11 mins ago
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Advisor, Business development and sales support
Desjardins
Levis, QC · Montreal, QC
- Full-time
A minimum of two years of relevant experience
Added 11 mins ago
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Intern, Electrical (4 Months)
Seaspan
North Vancouver, BC
- Full-time
A supportive learning environment, great team culture and hands-on experience and training.
Added 11 mins ago
SC
Retail Assistant Manager
Staples Canada
Vaudreuil-Dorion, QC · Vaudreuil, QC
- Full-time
Customer Experience: Lead and coach the team to provide exceptional customer service. Engage with customers, offer tailored products and services, and handle escalated customer situations.…
Added 11 mins ago
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Account Manager, SMB
SOTI
Mississauga, ON
- Full-time
SOTI is committed to providing its employees with endless possibilities; learning new things, working with the latest technologies and making a difference in the world.
Added 11 mins ago
CM
Senior Financial Analyst
Canadian Mental Health Association
Guelph, ON
- Full-time
…care offers cross collaboration and enhanced opportunities for learning. A formal succession planning process is key to our internal leadership…
Added 11 mins ago
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Payroll & Benefits Administrator
P&H
Winnipeg, MB
- Full-time
Post-secondary education in Business Administration, Accounting, Human Resources, or related field or an equivalent combination of education and experience
Added 11 mins ago
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Customer Service Representative
Westlake
Woodbridge, ON
- Full-time
Westlake offers you the potential to enrich your work life and career experience in an entrepreneurial environment. We work together to enhance peoples' lives through our products and…
Added 11 mins ago
Customer Experience Representative
Pattison Food Group
Langley (District), BC · Langley Office - Langley BC
We have exciting opportunities for full-time & part-time Customer Experience Representatives to join our team in Langley, BC.
Added 11 mins ago
I
Health Care Aide
Intercare
Calgary, AB
- Part-time
Take responsibility for personal performance and actively seek learning opportunities
Added 11 mins ago
O
Front End Developer Student
OLG
Sault Ste. Marie, ON · Toronto, ON · Foster Drive Office
- Full-time
Comprehensive Learning: 24/7 access to robust online learning programs.
Added 11 mins ago
OH
Specialist, Palliative Care Implementation
Ontario Health
Toronto, ON
- Full-time
Ongoing learning and career development opportunities designed to help you grow, advance, and thrive in your profession
Added 11 mins ago
Location Commodity Management
Siemens
Concord, ON
Minimum 3-5 years of experience in procurement, contract management, and supplier management.
Added 11 mins ago
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Customer Experience Associate
TD
Toronto, ON
- Part-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…

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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