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Added 2 mins ago
SS
General Manager
Sienna Senior Living
Clarence-Rockland, ON
- Full-time
…and respect. This pivotal role is the heart and soul of our community, presenting an extraordinary opportunity to lead with purpose and passion. As the General Manager and the most senior…
Added 2 mins ago
D
Personal Finance Advisor
Desjardins
Bonaventure, QC · Carleton-sur-Mer, QC · Maria, QC · New Richmond, QC · Caisse Desjardins de la Baie-des-Chaleurs
- 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 2 mins ago
Advisor, Indigenous Engagement
VIA HFR - VIA TGF Inc
Ottawa, ON · Toronto, ON
The Advisor, Indigenous engagement will play a critical role in fostering positive, respectful, and productive relationships with Indigenous communities in Ontario, contributing to the…
Added 2 mins ago
MU
Executive Director, Government Relations
McMaster University
Hamilton, ON
- Full-time
…deepen McMaster's engagement with government, industry and community partners. Through strategic advocacy and relationship-building, the Executive Director will help strengthen public…
Added 17 mins ago
C
Third Party Market Conduct & Operations Specialist
Co-operators
Calgary, AB · Burlington, ON · Guelph, ON · Mississauga, ON · Toronto, ON · Regina, SK
- Full-time
Using established standards, assess Advisor suitability for contracting with Co-operators.
Added 17 mins ago
CC
Business Advisor
Conexus Credit Union
Regina, SK
- Full-time
We’re looking for a Business Advisor to join our commercial team in Regina, who is passionate about helping local businesses succeed. You will be providing financial advice and creative…
Added 17 mins ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Barrie, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 17 mins ago
RB
Banking Advisor
Royal Bank of Canada
Regina, SK
- Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 17 mins ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…
Added 17 mins ago
RB
Associate
Royal Bank of Canada
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 17 mins ago
RB
Client Advisor
Royal Bank of Canada
Melfort, SK
- Part-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 17 mins ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Part-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 17 mins ago
RB
Investment Associate - Trading & Administration
Royal Bank of Canada
Oakville, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 32 mins ago
YR
Secondary Long Term Occasional (LTO)100% Special Education - YREM
York Region District School Board
Newmarket, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 32 mins ago
YR
Elementary Long Term Occasional (LTO) 100% Grade French Core
York Region District School Board
Sutton, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 32 mins ago
YR
Secondary Long Term Occasional (LTO) 100% ASD Community Class and Personalized Alternative Education
York Region District School Board
Vaughan, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 32 mins ago
Senior HR Business Partner
Payments Canada
Ottawa, ON · Toronto, ON
Inspire trust, build community and enable change.
Added 32 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Moncton, NB
As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.
Added 32 mins ago
FO
Manager, Programs Outreach - Adaptation
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…Adaptation (LLCA) initiative. The incumbent serves as a principal advisor and facilitator, strengthening FCM’s reputation by professionally representing the organization through…
Added 32 mins ago
YR
Secondary Long Term Occasional (LTO)100 % Special Education (3 YREMS)
York Region District School Board
Newmarket, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 32 mins ago
YR
Elementary Long Term Occasional (LTO) 100% Grade French Core, Visual Arts, and Physical Education
York Region District School Board
Markham, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 32 mins ago
DS
Payroll Manager
Delta School District 37, British Columbia
Delta, BC
- Full-time
The Delta School District aims to be an innovative, inclusive community where all learners belong, and everyone soars. We are a District of more than 16,000 students and 3,000 employees.…
Added 32 mins ago
OD
Student Counsellor, 60% Term (External Posting)
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON
- Full-time
…and meet the individual needs of students, parents, and the community at large. Our schools are teaching communities where principals, vice-principals, teachers and support staff nurture…
Added 47 mins ago
AG
Associate Director, Search
Adelphi Group
Toronto, ON
- Full-time
· Act as a trusted advisor on paid search and activation strategy
Added 47 mins ago
K
Staff Accountant, U.S. Corporate Tax
KPMG
Vaughan, ON · ON · Toronto, Ontario
- Full-time
We’re looking for someone with an entrepreneurial spirit who believes relationships in both business and community have been central to their success to join our growing practice and…

Desjardins

Personal Finance Advisor

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

Full-time

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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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