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Added 11 mins ago
AO
Director, Language & Learning/Directeur(trice), Langues et apprentissage – Affichage
Assembly of First Nations
Ottawa, ON
- Full-time
…the recruitment process, please advise the Human Resources representative when you are invited to meet regarding this employment…
Added 11 mins ago
CO
Recreation Facility Clerk Supervisor
City of New Westminster
New Westminster, BC · Century House, British Columbia
- Full-time
- Temporary
…history with a viable and thriving economy and has a population representative of the diversity of the region. The City is staffed by talented and dedicated employees who work together to…
Added 26 mins ago
Nurse Practitioner, RAAM
Winnipeg Regional Health Authority
MB · To Be Determined, MB
Current registration and a member in good standing with the College of Registered Nurses of Manitoba, Extended Practise roster required or Graduate Nurse Practitioner with equivalent…
Added 26 mins ago
Child Protection Social Worker 1-2
The Government of Nova Scotia
Antigonish, NS
A completed Bachelor of Social Work and at least two years of related experience.
Added 26 mins ago
Provincia GSAR Lead (Program Admin Officer 4)
The Government of Nova Scotia
Dartmouth, NS
Serve as the Department’s lead representative and strategic liaison between the Province and GSAR teams, ensuring alignment of government programs and policies. Becomes a trusted partner in…
Added 26 mins ago
MI
Executive Director / Direction générale
MR5 InnovAction Solutions Inc.
Moncton, NB
- Full-time
…Southeastern New Brunswick and other regions of the province. A member of Volunteer Canada, VCB combines a strong social mission with an entrepreneurial approach to meeting community needs.…
Added 41 mins ago
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Branch Manager - Office 1705
LendDirect
North Vancouver, BC
- Full-time
Are you ready to make a difference in the world of consumer finance? At LendDirect, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit…
Added 41 mins ago
OT
Architectural Quality Inspector
Ontario Transit Group
Toronto, ON
- Full-time
The Architectural Quality Inspector acts as Ontario Transit Group's dedicated architectural quality representative, ensuring architectural, finishing, and building envelope works are…
Added 56 mins ago
Temporary Sales Manager
David's Bridal
London, ON
As a member of the management team, you will assist in building and retaining a high performing team, create a consistent environment of world class customer service, and exceed sales plan.…
Added 56 mins ago
Customer Service Representative - Finance
Town of Canmore
Canmore, AB
As a member of the Finance team, the Civic Centre Customer Service Representative will be responsible for greeting and welcoming clients (internal and external) at the Civic Centre Front…
Added 56 mins ago
NS
263982 (LF) Medical Secretary
NHS Scotland
Pavilion 1, BC
- Full-time
…unlawful discrimination. The aim is for our workforce to be truly representative and for each employee to feel respected and able to give their best. To this end, NHS Scotland welcomes…
Added 1 hour ago
B
Facility Manager III
BGIS
Montreal, QC
- Full-time
…within a region. The Facility Manager III is the primary BGIS representative for day-to-day contact with the Client and the Tenants for performance of the contract. The FM III will manage a…
Added 1 hour ago
H
Social Worker Degree
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Experience working with mental health and addiction community outreach
Added 1 hour ago
Manager, Wildlife & Integrated Resource Planning
The Government of Nova Scotia
Kentville, NS
…field and several years of progressive leadership or management experience in a complex organizational environment. You also have experience developing, delivering, or overseeing programs,…
Added 1 hour ago
Program Clerk (Clerk 3)
The Government of Nova Scotia
New Glasgow, NS
Employment Equity Statement: Our goal is to be a diverse workforce that is representative, at all job levels, of the citizens we serve. The Government of Nova Scotia has an Employment…
Added 1 hour ago
Care Team Assistant - Acute Medical Unit
Nova Scotia Health and IWK Health
Bridgewater, NS
…care based on the needs of the patient and program/unit. As a member of the collaborative care team, the Care Team Assistant is responsible for supporting patients' activities of daily…
Added 1 hour ago
Care Team Assistant - Acute Medical Unit
Nova Scotia Health and IWK Health
Bridgewater, NS
…care based on the needs of the patient and program/unit. As a member of the collaborative care team, the Care Team Assistant is responsible for supporting patients' activities of daily…
Added 1 hour ago
Legislative Services Coordinator
City of Quinte West
Quinte West, ON
This position is a contributing team member responsible for the day to day work and executing operations in line with department approved policies, plans and programs as well as efficiently…
Added 2 hours ago
Field Service Technician - Canada
Makino
Toronto, ON
A Field Service Technician is a member of a Customer Support Department assigned to a Product Team or Process Team. A Product Team or Process Team is to provide detailed technical knowledge…
Added 2 hours ago
NS
Pharmacist - Clinical Pharmacy
Nova Scotia Health Authority
Halifax, NS
- Full-time
Experience as a member of a multidisciplinary healthcare team required
Added 2 hours ago
PR
Operator - Building
Peel Regional Police
Mississauga, ON
- Full-time
Are you an ambitious and highly motivated with experience in general building maintenance, repair and cleaning? Are you looking to make the next step in your career? If so, apply below and…
Added 2 hours ago
Mechanic II (Truck and Transport) (Year Round) (New Minas)
The Government of Nova Scotia
New Minas, NS
Employment Equity Statement: Our goal is to be a diverse workforce that is representative, at all job levels, of the citizens we serve. The Government of Nova Scotia has an Employment…
Added 2 hours ago
Captain I (LaHave)
The Government of Nova Scotia
Lahave, NS
Employment Equity Statement: Our goal is to be a diverse workforce that is representative, at all job levels, of the citizens we serve. The Government of Nova Scotia has an Employment…
Added 2 hours ago
Project Coordinator (Program Admin Officer 1-2)
The Government of Nova Scotia
Halifax, NS
Employment Equity Statement: Our goal is to be a diverse workforce that is representative, at all job levels, of the citizens we serve. The Government of Nova Scotia has an Employment…
Added 3 hours ago
IA
Writer
IMP Aerospace & Defence
Halifax, NS
- Full-time
IMP is committed to Employment Equity and our goal is to be a diverse workforce that is representative at all job levels. We welcome applicants from Indigenous People, Visible Minority…

Desjardins

Personal Finance Advisor

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

Full-time

Apply About employer

Applications open in a new tab.

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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