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Added 2 mins ago
AM
Pre-Planning Director
Arbor Memorial Inc.
AB · Edmonton, AB
- Full-time
…also provide a robust pension plan to support your long-term financial planning and…
Added 2 mins ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Burlington, ON
- Full-time
…also provide a robust pension plan to support your long-term financial planning and…
Added 2 mins ago
EJ
Canada Registered Branch Associate
Edward Jones
Port Dover, ON
- Full-time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors…
Added 2 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 4 hours ago
MD
Appeals Officer - Revenue Tax Specialist Senior/Principal
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…evaluating the issues, negotiating with the taxpayer or their representative, preparing notices of determination or settlement documents, and communicating with department employees. This…
Added 6 hours ago
A
Service Manager
ABB
Mississauga, ON
- Full-time
Driving, implementing, reporting, and monitoring of performance targets as part of the respective unit P&L (financial, productivity, investments, customer satisfaction, operational…
Added 6 hours ago
R&
Bilingual (Eng/Fr) Accounts Payable & Accounts Receivable Specialist
Robertson & Company Ltd.
Montreal, QC
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 6 hours ago
X
Sales Development Representative (Hybrid) (Toronto)
Xe.com
Toronto, ON
- Full-time
The Role. TheSales Development Representative (SDR) is an early-career opportunity focused on generating early-stage demand and introducing potential corporate clients to Xe’s FX and…
Added 8 hours ago
EP
Industrial Sales Representative
East Penn Canada: Backup Power Division
Mississauga, ON
- Full-time
Results‑based rewards with annual merit increases, profit sharing, and a deferred profit‑sharing program to support long‑term financial goals
Added 8 hours ago
KD
Territory Sales Representative
Keurig Dr Pepper
Winnipeg, MB
- $67,800 to $77,000 CAD / year
- Full-time
Gain experience in financial management with a pre-determined operating and trade spending budgets (T&E) including trade dollars management (Rapid Draft) within prescribed budgets.
Added 8 hours ago
KD
Territory Sales Representative
Keurig Dr Pepper
Calgary, AB
- $67,800 to $77,000 CAD / year
- Full-time
Gain experience in financial management with a pre-determined operating and trade spending budgets (T&E) including trade dollars management (Rapid Draft) within prescribed budgets.
Added 8 hours ago
A
Client Service Representative - Manning
ATB
Manning, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 8 hours ago
A
Financial Advisor Wealth Advice Centre
ATB
Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Chestermere, AB · Claresholm, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Fairview, AB · Falher, AB · Foremost, AB · Forestburg, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
As ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will be responsible for supporting new and existing clients through a variety of digital channels. For example,…
Added 9 hours ago
KC
Manager / Senior Manager, Restructuring & Turnaround
KPMG Canada
Quebec, QC
- Full-time
…companies are faced with these challenges, our team provides financial advisory services to lenders, management, boards of directors, regulators, and other key…
Added 9 hours ago
JC
Sales Associate, Yorkdale Shopping Center
Jimmy Choo
Toronto, ON
- $19 to $21 CAD / hour
- Full-time
…customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting client relationships. You will work in an inspiring…
Added 9 hours ago
JC
Sales Associate, Toronto Premium Outlet
Jimmy Choo
Halton Hills, ON
- $19 to $21 CAD / hour
- Full-time
…customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting client relationships. You will work in an inspiring…
Added 9 hours ago
SO
Vendor Salary & Benefits Auditor
State of Colorado
Windsor, ON
- Full-time
Added 10 hours ago
IW
District Vice-President
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 10 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 10 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 10 hours ago
IW
Senior Manager Real Estate Operations
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 10 hours ago
IW
Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 10 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 10 hours ago
IW
Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 10 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…

Desjardins

Personal Finance Advisor

Lorrainville, QC, Canada
Montreal, QC, Canada
Notre-Dame-du-Nord, QC, Canada
Témiscaming, QC, Canada
Caisse Desjardins du Témiscamingue, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 21, 2026
Posting language: English
Posted: Nov 2, 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. Plus spécifiquement, vous serez amené(e) à :

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

2026-11-20

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 staying current on market trends.

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 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
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Relationship Management
Mutual Fund Representative
Hybrid Work
Customer Service
Financial Planning
Business Development
Market Trends
Portfolio Management

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