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Added 1 min ago
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Bodily Injury Claims Advisor
TD
Calgary, AB · Burlington, ON
- Full-time
Added 1 min ago
Service Advisor (Kentwood Ford)
Go Auto
Edmonton, AB
Service Advisor | Real Six-Figure Earning Potential | No Evening Shifts
Added 1 min ago
D
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Limoilou
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 15 mins ago
O
Senior HR Advisor
OCS
ON · Essex, ON
- Full-time
We are seeking an experienced and proactive Senior HR Advisor with a strong background in Employee Relations (ER) to join our dynamic HR team. This role is pivotal in providing expert…
Added 16 mins ago
AC
Senior Advisor, Employee & Labour Relations(18-months)
Algonquin College
Ottawa, ON
- Full-time
Reporting to the Manager, Employee and Labour Relations, the Senior Advisor acts as a trusted advisor to leaders across the College on complex and sensitive employee and labour relations…
Added 31 mins ago
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Licensed Assistant
Manulife
Burlington, ON
- Full-time
Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
Added 31 mins ago
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Seasonal Beauty Advisor - Part Time - Guildford Town Centre
L'Occitane En Provence
Surrey, BC
- Part-time
- Temporary
Basic technology skills and comfort learning point-of-sale and store tools.
Added 45 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rimouski, QC
- Full-time
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 45 mins ago
LG
Seasonal Beauty Advisor - Part Time - Guildford Town Centre
L'OCCITANE Group (B Corp)
Surrey, BC
- Part-time
- Temporary
Basic technology skills and comfort learning point-of-sale and store tools.
Added 45 mins ago
AC
Senior Advisor, Employee & Labour Relations(18-months)
Algonquin College of Applied Arts and Technology
Ottawa, ON
- $53.24 to $66.56 CAD / hour
- Contract
Reporting to the Manager, Employee and Labour Relations, the Senior Advisor acts as a trusted advisor to leaders across the College on complex and sensitive employee and labour relations…
Added 45 mins ago
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Manager, National Tax Services
MNP
Edmonton, AB · AB · Winnipeg, MB · Moncton, NB · NS · Montreal, QC · Saskatoon, SK · Calgary, AB · Dartmouth, NS
- 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 1 hour ago
MC
Advisor Experience Specialist
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- Full-time
The role: The Advisor Experience Specialist supports advisors and Wealth leaders by providing practical coaching, onboarding support, field enablement and reinforcement of tools and best…
Added 1 hour ago
CW
Workplace Consultant
CTI Working Environments Inc.
Mississauga, ON
- Full-time
Added 1 hour ago
DU
Part-Time Academic (GERM 1004.03: German for Beginners II) (Section 4) - Winter 2027
Dalhousie University
Halifax, NS
- Part-time
…language and have been placed at this level by the Academic Advisor. The course emphasizes the spoken language, and provides the student with a thorough knowledge of basic grammar.…
Added 1 hour ago
Financial Advisor - Midland, ON
Scotiabank
Midland, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
Financial Advisor - Yorkdale Shopping Centre, North York, ON (37.5 hours/week)
Scotiabank
Toronto, ON · North York, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
Manager, CWM Analytics, GWM - Toronto/Ottawa
Scotiabank
Toronto, ON
Lead, mentor, and develop a team of analysts, fostering a culture of collaboration, accountability, and continuous learning.
Added 1 hour ago
Financial Advisor - Eglinton & Bathurst, Toronto, ON
Scotiabank
Toronto, ON · North York, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
Senior Financial Advisor - 3rd Street, Medicine Hat, AB
Scotiabank
Medicine Hat, AB
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Bordeaux-Cartierville-Saint-Laurent
- Full-time
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…
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Bécancour, QC · Caisse Desjardins Godefroy
- Full-time
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…
Added 1 hour ago
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Advisor, Business strategies
Desjardins
Montreal, QC
- Full-time
As a Business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery;…
Added 1 hour ago
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Account Manager, Business
Desjardins
Levis, QC
- Full-time
…your line of business. You lead, influence and serve as expert advisor to clients and practitioners. You have considerable leeway and many opportunities to establish and negotiate product…
Added 1 hour ago
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Senior Relationship Manager
BMO
Charlottetown, PE
- Full-time
…financial solutions that fuel business success. As a trusted advisor, we deliver a full suite of commercial banking capabilities including lending, treasury management, cash management,…
Added 1 hour ago
M
Training & Competency Assurance Advisor
Manpower
AB · Wood Buffalo, AB
- Part-time
We are seeking an experienced Training & Competency Assurance Advisor to support workforce capability, compliance, and operational excellence across Oil Sands operations. This role is…

Desjardins

Personal Finance Advisor

Bécancour, QC, Canada
Caisse Desjardins Godefroy, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 11, 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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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

College diploma in a related field
A minimum of two years 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

2026-11-10

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More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and solutions. Additionally, you will drive business results by recommending investments, loans, and insurance products while ensuring sound risk management.

Requirements

Candidates must hold a college diploma in a related field and possess at least two years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Financial advising
Investment recommendation
Loan management
Insurance products
Relationship management
Risk management
Customer satisfaction
Interpersonal savvy
Financial analysis
Strategic planning
Market trends analysis
Outreach
Communication
Problem solving
Financial planning

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
Client Relations
Mutual Fund Representative
Financial Planning
Hybrid Work
Defined Benefit Pension
Telemedicine
Business Development
Market Trends
Financial Strategy

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