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Added 6 mins ago
PM
Coordinator, Sales Initiatives & Development
Picton Mahoney Asset Management
Toronto, ON
- Contract
…enabling Sales leaders and professionals to remain focused on advisor relationships, business development and strategic…
Added 6 mins ago
FH
Medical Leader: Physician Quality Leader (PQL) - Surrey Memorial Hospital and Jim Pattison Outpatient Care & Surgery Centre
Fraser Health
BC · Fraser Health, British Columbia
- Part-time
Serve as a lead or advisor for physician driven quality improvement projects and initiatives.
Added 6 mins ago
FH
Medical Leader: Physician Quality Leader (PQL) – Eagle Ridge Hospital
Fraser Health
BC · Fraser Health, British Columbia
- Part-time
Serve as a lead or advisor for physician driven quality improvement projects and initiatives.
Added 21 mins ago
NA
Academic Advisor, JR Shaw School of Business (Temporary)
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
At NAIT, we employ a Learning Outcomes approach when providing guidance as a means to engage and empower students as they progress through the student lifecycle. Our Academic Advisors…
Added 21 mins ago
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Training & Competency Assurance Advisor
Raise
AB · Edmonton, AB
- Full-time
Raise is currently hiring a Training & Competency Assurance Advisor on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work…
Added 21 mins ago
UO
Clinical Placement Operations Manager
University of British Columbia
Vancouver, BC · UBCV | Friedman Building (FRDM)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings…
Added 21 mins ago
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Advisor, Personal
Desjardins
Quebec, QC
- Full-time
As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide services tailored to client needs in…
Added 21 mins ago
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VP Sales Lead
BMO
Waterloo, ON · MARS
- Full-time
…commercial clients. In this role, you'll serve as a trusted advisor to business owners, executives, and key decision-makers, helping them navigate opportunities, manage risk, and achieve…
Added 21 mins ago
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VP Sales Lead
BMO
Toronto, ON · FCP
- Full-time
Serve as a strategic advisor to business owners, executives, and key stakeholders.
Added 21 mins ago
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VP Sales Lead
BMO
Edmonton, AB · Enbridge
- Full-time
Serve as a strategic advisor to business owners, executives, and key stakeholders.
Added 21 mins ago
TU
Clinical Placement Operations Manager
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings…
Added 21 mins ago
AW
Training and Development Specialist
Agilus Work Solutions
Calgary, AB
- Contract
Drive Workforce Readiness Across Major Oil Sands Operations as a Training & Competency Assurance Advisor (FIFO)
Added 21 mins ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
The successful candidate will act as the Faculty Advisor to MRU's student-managed investment fund. The role involves working closely with fourth-year Finance majors to analyze industry…
Added 21 mins ago
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Manager, Indirect Tax Compliance
Deloitte
Calgary, AB
- Full-time
and be seen as a trusted business advisor. You will proactively identify relevant and valuable indirect tax
Added 36 mins ago
DC
Project Manager
Dillon Consulting Limited
Winnipeg, MB
- Full-time
…Infrastructure Practice. As a collaborative leader and trusted advisor with strong technical capabilities, excellent communication skills, and business acumen, you will thrive in our…
Added 36 mins ago
PH
Mental Health Registered Nurse/Registered Psychiatric Nurse, new St. Paul's Hospital
Providence Healthcare
Vancouver, BC
- Other
…and whether you may qualify, please contact your Recruitment…
Added 36 mins ago
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Advisor, Business development and sales support
Desjardins
Montreal, QC · Quebec, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 51 mins ago
CG
Director, Talent & Leadership Development
Compass Group Canada
Mississauga, ON
- Full-time
…management, succession planning, performance management and…
Added 51 mins ago
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Senior Director, Learning & Development
BGBx
Canada
- Full-time
The Senior Director, Learning & Development, reporting to the Chief People Officer, will lead the development and execution of a comprehensive learning and development strategy across BGBx,…
Added 51 mins ago
O
Legal Counsel
OpenText
Waterloo, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 51 mins ago
O
Legal Counsel
OpenText
Ottawa, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 51 mins ago
O
Legal Counsel
OpenText
Toronto, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 51 mins ago
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AVP, Technology Portfolio Management, Transaction Banking & Payments, TD Securities
TD
Toronto, ON
- Full-time
Added 51 mins ago
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Legal Counsel
OpenText
Richmond Hill, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 51 mins ago
O
Legal Counsel
OpenText
Mississauga, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…

Desjardins

Personal Finance Advisor

Bonaventure, QC, Canada
Carleton-sur-Mer, QC, Canada
Maria, QC, Canada
New Richmond, QC, Canada
Caisse Desjardins de la Baie-des-Chaleurs, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 14, 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 mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. 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

Bachelor's degree in a related field
A minimum of one year 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

2026-11-13

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting business relationships with clients to provide tailored financial advice and integrated strategies. Your role involves driving results by recommending investments, loans, and insurance products while ensuring sound risk management and high service quality.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least one year 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 management
Insurance products
Risk management
Customer satisfaction
Market trends 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
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Business Relationships
Market Trends
Mutual Fund Representative
Hybrid Work
Client Satisfaction
Financial Strategy
Outreach Activities
Defined Benefit Pension Plan
Telemedicine
Wellness Expenses

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