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Added 4 mins ago
CT
Retail Advisor - Part Time
Clutch Technologies Inc.
Halifax, NS
- Part-time
Headquartered in Toronto, Clutch was founded in 2017 and currently services Ontario, New Brunswick, Nova Scotia, British Columbia, and Prince Edward Island. Clutch is backed by a number of…
Added 4 mins ago
DC
Senior Environmental Engineer or Geoscientist
Dillon Consulting Limited
London, ON
- Full-time
…excellent technical and project management skills who builds strong client relationships, you will thrive in our fast-paced and agile…
Added 4 mins ago
BF
Health Safety Environment Coordinator
BAUER Foundations Canada Inc.
Richmond, BC
- $35 to $45 CAD / hour
- Contract
Develop good working relationships with the client and ensure that the values held by client are communicated to all BFCA staff on site;
Added 4 mins ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
2 years in an Advisor/Client support role in a Financial Services/Insurance firm.
Added 4 mins ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 33 mins ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
Drawing on previous experience as a Licensed Assistant in a financial services firm, you will be responsible for processing and following up on security transactions and transfers, handling…
Added 2 hours ago
Senior Strategist, Enterprise
BrainStation
Toronto, ON
…You will lead discovery, form the point of view on where a client stands and where they need to be, and shape the roadmap that gets them there. You follow developments in AI and digital…
Added 2 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
Track record of growing client relationships and contributing to commercial outcomes in a professional services or advisory context
Added 4 hours ago
TO
Manager, HIS & Clinical Solutions
The Ottawa Hospital
Ottawa, ON
- Full-time
The Information Services Mission: "We will deliver services that allow our clinicians to provide best practice healthcare and allow our administrators to support hospital operations. As…
Added 6 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 6 hours ago
OT
Consultant
Open Text Corporation
Richmond Hill, ON
- Other
…exchange business-critical information across secure managed services platforms. By leading connectivity implementations, migrations, and enablement activities, you will directly contribute…
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 7 hours ago
PC
Resourcing and Deployment Manager, Deals
PwC Canada
Toronto, ON
- Full-time
A career in Resourcing and Deployment, within Internal Firm Services, will provide you with the opportunity to work in cross line of service staffing helping our network be even more agile…
Added 7 hours ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2022 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving Back 2022 &…
Added 8 hours ago
NB
Financial Advisor
National Bank of Canada
Saint-Bruno, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 8 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Process Management and Administration are responsible for providing administrative support services to members of the Advisor network across the country.
Added 8 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
Process Management and Administration are responsible for providing administrative support services to members of the Advisor network across the country.
Added 8 hours ago
IP
Licensed Senior Administrative Assistant
iA Private Wealth
White Rock, BC
- Full-time
Manage the advisor's calendar, client meetings, and reminders
Added 8 hours ago
TH
HR Generalist - Hybrid (6-Month Contract)
The Headhunters Recruitment
AB · Edmonton, AB
- Full-time
Our client plays a meaningful role in supporting children, families, and communities across the province. Located in south central Edmonton, this organization is known for its collaborative…
Added 8 hours ago
CI
Client Transaction Specialist
Colliers International
Toronto, ON
- Full-time
As one of Canada’s leading commercial real estate services firms, we are driven by our mission to accelerate success for our people, clients, and communities.
Added 8 hours ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- Remote
3 to 5 years of compliance supervision experience within the financial services industry
Added 9 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
Process Management and Administration are responsible for providing administrative support services to members of the Advisor network across the country.
Added 9 hours ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
3 to 5 years of compliance supervision experience within the financial services industry
Added 9 hours ago
BC
Service Advisor
Bigfoot Crane
Abbotsford, BC
- Full-time
The Service Advisor plans, schedules, and coordinates the dispatch of crews and equipment to job sites. The role also prepares customer quotations promptly, follows up with customers, and…
Added 9 hours ago
ST
Corporate Travel Team Lead (Sabre Specialist)
Snowstorm Technologies
Vancouver, BC
- Full-time
…corporations with advanced booking platforms, AI-powered concierge services, and branded travel agent portals. Its solutions span flights, hotels, cruises, transfers, corporate travel, and…

Desjardins

Personal Finance Advisor

Granby, QC, Canada
Caisse Desjardins de Granby-Haute-Yamaska, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 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

2026-11-27

Apply About employer

More about this job

Responsibilities

The personal finance advisor develops and maintains trusting relationships with clients to provide tailored financial advice and solutions. They drive business results by recommending investments, loans, and insurance products while balancing member satisfaction with prudent risk management.

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 required, along with proficiency in French.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Financial analysis
Interpersonal savvy
Market trends analysis
Outreach
Strategic planning

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
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
Financial Planning
Business Development
Market Trends
Strategic Planning
Customer Service
Hybrid Work
Pension Plan
Telemedicine

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