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Added 11 mins ago
M
Manager, Enterprise Risk - Internal Audit & Controls
MNP
Winnipeg, MB
- Full-time
…knowledge to assist clients in mitigating risk. As a trusted advisor, you’ll establish an effective system of internal controls that safeguard clients’ assets, improve financial reporting…
Added 11 mins ago
M
Manager, National Tax Services
MNP
Langley (District), BC · Maple Ridge, BC · Vancouver, BC · BC · Markham, ON · Toronto, ON · ON · Surrey, BC · Langley, BC · Mississauga, ON
- Full-time
…internally drive the success of our Tax practice. As a trusted advisor, you’ll work internally to support the delivery of tax services, the development and coordination of key training…
Added 26 mins ago
AC
Manager, Tax / Directeur(trice), Fiscalité
ACCA Careers
Bathurst, NB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 26 mins ago
CDLSI Collections Advisor - Automotive Finance - Anjou, Quebec
Scotiabank
QC · Anjou, QC
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 26 mins ago
E
Senior Advisor, Public Engagement
EPCOR
AB · Edmonton, Alberta
- Full-time
We are hiring a full-time permanent Senior Advisor, Public Engagement position working out of Edmonton, AB.
Added 55 mins ago
S
Director of Human Resources
Sipekne'katik
Indian Brook, NS
- Full-time
Serve as a strategic advisor to executive leadership on workforce planning and organizational development
Added 56 mins ago
AC
Manager, Tax
ACCA Careers
Stratford, PE
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 56 mins ago
AC
Senior Manager, Assurance and Accounting - Audit
ACCA Careers
Vancouver, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
BE
Mechanic - Shop Foreman
Battlefield Equipment Rentals
ON · Mississauga, ON
- Full-time
Act as a technical advisor on major repairs when needed and provide support to mechanics with respect to troubleshooting, and repair best practices. Assist mechanics with repairs when…
Added 1 hour ago
IF
Claims Advisor-Specialty Lines PD, Transportation
Intact FC
Calgary, AB · Dieppe, NB · St. John's, NL · Ajax, ON · London, ON · Mississauga, ON · Ottawa, ON · Toronto, ON
- Full-time
Annual bonus target, based on the base salary, with a potential payout of up to double the target (subject to personal and company performance):
Added 1 hour ago
RP
Senior Strategic Advisor, Defence and Security
RRC Polytech
Winnipeg, MB
- $107,297 to $143,712 CAD / year
- Full-time
Senior Strategic Advisor, Defence and Security (Term Full-Time)
Added 2 hours ago
AC
Designated Professional, Assurance and Accounting - Public Companies
ACCA Careers
Toronto, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 2 hours ago
A
Senior Manager, Technology Transformation
Amyantek
Toronto, ON
- Contract
Demonstrated Personal Contributions: Candidates must be able to provide specific, detailed examples of transformations they personally designed, led, and implemented, including their…
Added 4 hours ago
TO
Advisor 3, Media Relations
The Ottawa Hospital
Ottawa, ON
- Full-time
The Ottawa Hospital provides various Health and Wellness resources as well as opportunities for personal and professional development opportunities from our in-house Learning and Leadership…
Added 4 hours ago
GO
Senior Policy Advisor
Government of Yukon
Whitehorse, YT
- Full-time
As part of our team, you r achievements and enjoyment in both your work and personal life will be valued as you explore the many opportunities the Yukon, and the Government of Yukon, has to…
Added 5 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, 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 5 hours ago
SQ
Bilingual ADP Sales Manager
Sunlife Québec
Quebec, QC
- Full-time
Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the…
Added 6 hours ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Full-time
· Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 8 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Norfolk, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 8 hours ago
RB
Client Advisor
Royal Bank of Canada
Ottawa, ON
- Part-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 8 hours ago
RB
Financial Advisor Intern
Royal Bank of Canada
Prince Albert, SK
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 8 hours ago
RB
Client advisor
Royal Bank of Canada
Regina, SK
- Part-time
· Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 9 hours ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Build genuine relationships with key stakeholders, serving as a trusted advisor dedicated to their long-term success.
Added 9 hours ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- Part-time
…whether that means the event or the wedding dress that matches a personal style - or the career that is a perfect fit. Join a company that dominates the products in their category – 1 out…
Added 9 hours ago
UO
Undergraduate Advisor and Coordinator
University of Waterloo
Stratford, ON · Digital Media Stratford
- Full-time
The Undergraduate Advisor and Coordinator plays a key role in supporting undergraduate students in the Faculty of Arts. The Advisor provides academic advising, supports student engagement…

Desjardins

Personal Finance Advisor

Princeville, QC, Canada
Caisse Desjardins de L'Érable, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 15, 2026
Posting language: English
Posted: Nov 3, 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
Available to work Monday to Friday, including one evening per week

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

2026-12-14

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting business relationships with clients to provide tailored financial advice and solutions. Your role involves driving results through the recommendation of investments, loans, and insurance products while ensuring sound risk management.

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.

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
Financial Planning
Market Trends
Hybrid Work
Defined Benefit Pension
Telemedicine
Customer Service

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