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Added 1 hour ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 CAD / year
- Full-time
…lifelong advocates. In this role, you will own the end-to-end post-sales journey for our most strategic accounts, ensuring they don’t just use our product, but see it as an essential part…
Added 2 hours ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
…Senior Customer Success Manager, Defence acts as a trusted advisor to senior DND stakeholders, leads multi-year customer success strategies, and orchestrates cross-functional teams to…
Added 2 hours ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
Esri Canada has an exceptional opportunity for a full-time Senior Customer Success Managers to join our Sales team in the Prairies region.
Added 3 hours ago
P
System Configuration Specialist / Spécialiste en configuration de systèmes (CS006)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Act as a technical subject matter expert and advisor for critical systems.
Added 3 hours ago
HE
Entry-Level Customer Advisor – Hospitality or Retail Backgrounds Welcome
Hype Events
Toronto, ON
- Full-time
…those exact strengths and help you build a long-term career in sales, marketing, and…
Added 5 hours ago
C
Bilingual Sales Associate, Apartments.com/ Associé(e) aux ventes bilingue, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
Added 7 hours ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
You will act as a trusted advisor to a diverse client base that may include software and SaaS companies, gaming studios, digital media organizations, film and television production…
Added 7 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
…clients to navigate increasingly complex GST/HST, PST, QST, sales and use tax, and indirect tax matters across a broad range of…
Added 7 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, 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 8 hours ago
TA
Sales Representative
The Acquisition Group
AB
- Full-time
Are you a goal-driven sales professional with a passion for helping people connect to innovative home services? Our client, a trusted and established TELUS vendor is currently hiring a…
Added 11 hours ago
PI
Financial Advisor
PFSL Investments Canada Ltd
Montreal, QC
- Full-time
Added 14 hours ago
KS
Temporary Associate
kate spade new york
Burnaby, BC · Ksny Metropolis Metrotwn
- Part-time
The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 14 hours ago
C
Associate Insurance Advisor - Farm Specialist
Co-operators
Ponoka, AB
- Full-time
We’re hiring: Associate Insurance Advisor – Farm Insurance | Ponoka, Alberta
Added 21 hours ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
External Advisor Collaboration: Serve as the primary internal liaison to external accounting and tax advisory partners for annual compliance reviews, corporate filings, and sales tax (HST)…
Added 22 hours ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
Promote and foster the advisory approach of the banking advisor model
Added 1 day ago
KS
Temporary Sales Associate-5
kate spade new york
AB · Ksny Edmonton
- Part-time
The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 1 day ago
K
Senior Lead, Customer Technology Advisor
Kyndryl
Toronto, ON
- Full-time
Join our dynamic team as a Customer Technology Advisor and become an integral part of our cutting-edge Go-To-Market team. As a certified expert in your field, you’ll be at the forefront of…
Added 1 day ago
BI
Outside Sales Representative – North/Central Alberta
Bray International, Inc.
AB · Edmonton, AB
- Full-time
The Outside Sales Representative is responsible for driving revenue growth, expanding market share, and strengthening customer relationships across the North/Central Alberta territory. This…
Added 1 day ago
FT
Automotive Service Advisor
Fountain Tire
Thunder Bay, ON
- Other
…looking for an experienced, customer-focused Automotive Service Advisor to join our Thunder Bay…
Added 1 day ago
FT
Inside Sales Representative, Edmonton (Roper Road)
Fountain Tire
Edmonton, AB
- Other
Fountain Tire Roper Road, an established automotive repair shop, is looking for a friendly and dedicated individual to join our team as a Service Advisor!
Added 1 day ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
✅ Someone who thinks like an advisor, not just processes tasks
Added 1 day ago
NB
Investment Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as an Investment Advisor in the National Bank call centre means helping our clients achieve their goals. Through your warm approach and the quality of your advice, you’ll provide a…
Added 1 day ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, 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 1 day ago
GF
Sales (Fitness Advisor) - Markham McCowan and Bullock
GoodLife Fitness
Markham, ON
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 1 day ago
NB
Senior Advisor Innovation and Performance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner in the sector’s transformation…

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

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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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