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Added 28 mins ago
EM
Caretaker
Edon Management
Fort Saskatchewan, AB
- Contract
…province. Together, we deliver complete building management solutions in partnership with our team members, clients, and subcontractors. This means we’re continually expanding services to…
Added 28 mins ago
TA
Automotive Finance Manager
Trotman Auto Group
Comox, BC
- Full-time
…rely on. You’ll navigate lender programs, structure financing solutions, present protection products, manage documentation, and ensure every transaction is accurate, compliant, and…
Added 28 mins ago
TA
Automotive Sales Manager
Trotman Auto Group
Comox, BC
- Full-time
…wants to make an impact, build a high-performing team, grow a business, and build a long-term career with Comox Valley…
Added 28 mins ago
P&
Stage- Gestion des Programmes Moteurs – Introduction de Nouveau produit / Internship- Operations Program Management – New Product Introduction
Pratt & Whitney
Longueuil, QC
- Full-time
Coordonner / faciliter des rencontres avec différents groupes lorsque requis pour résoudre un problème / trouver solutions
Added 28 mins ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
…positions us to serve customers who seek differentiation through solutions that provide speed, flexibility and maximum productivity. This capability is at the core of our mission and…
Added 28 mins ago
IF
Team Lead or Manager, Surety
Intact FC
Vancouver, BC
- Full-time
A Surety career is an opportunity to define Intact’s Specialty Solutions offering and expand our business beyond $20 billion of total annual premiums. Leverage your insurance or financial…
Added 44 mins ago
Manager HRBP & Labour Relations
Rogers Communications
Calgary, AB · Vancouver, BC
…the communities where we live and work. We have a variety of business units with exciting and meaningful work waiting for you, including Communications, HR, Legal and Corporate Affairs,…
Added 44 mins ago
Civil Engineer
Rogers Communications
Vancouver, BC
…industry and have a passion for problem-solving and creative solutions. If the following appeals to you, we want to hear from…
Added 58 mins ago
C
Senior Technical Lead/Responsable technique senior
CGI
Toronto, ON
- Full-time
The Senior Technical Lead leads and contributes to hands-on engineering delivery, turning business requirements into secure, resilient cloud services and AI-enabled solutions. The role owns…
Added 58 mins ago
AT
Sales Business Development
Axis Technical Services
Burnaby, BC
- Full-time
…delivers high-quality technical services and infrastructure solutions. We are expanding our business development efforts and looking for an experienced professional to help grow our…
Added 1 hour ago
DIRECTOR, PRODUCT - INSURANCE
Green Shield Canada
Toronto, ON
Strong quantitative and qualitative skills; ability to make data-driven decisions and build strong business cases to drive recommendations for action.
Added 1 hour ago
A
Quality Assurance Analyst (18-month temp)
ATB
Calgary, AB · Edmonton, AB
- Full-time
This position has a hybrid work arrangement. On average, this means 1 day on-site per week. Please note that this is subject to change due to business priorities.
Added 1 hour ago
T
Customer Experience Associate (Cantonese and/or Mandarin Language Skills an Asset)
TD
Markham, ON
- Part-time
· Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
Added 1 hour ago
J
Manager, Process Department
Jobgether
Canada
- Full-time
…responsible for delivering innovative water and wastewater treatment solutions. You will oversee technical project execution while supporting team development, operational performance, and…
Added 1 hour ago
J
e-Emphasys ERP Techno-Functional Expert
Jobgether
Canada
- $105,000 to $125,000 CAD / year
- Contract
…delivering, supporting, and enhancing enterprise resource planning solutions across finance, supply chain, and operational functions. Acting as a bridge between business stakeholders and…
Added 1 hour ago
J
Senior Quality Assurance Specialist - Consultant
Jobgether
Canada
- Full-time
Strong problem-solving skills, with the ability to identify practical solutions to regulatory compliance and operational challenges.
Added 1 hour ago
J
Director, Product Line Management
Jobgether
Canada
- $170,500 to $272,300 CAD / year
- Full-time
…lifecycle management for a portfolio of advanced optical networking solutions. This senior leadership role focuses on translating customer needs and market opportunities into differentiated…
Added 1 hour ago
J
Applied AI Engineer
Jobgether
Canada
- Full-time
…models, you will turn advanced AI capabilities into practical solutions that support mission-critical customer workflows. You will join a small, senior founding engineering team and help…
Added 1 hour ago
TR
ERP Business Analyst (Contract)
Teck Resources Limited
Vancouver, BC · Greater Vancouver, BC
- Full-time
supporting the analysis, design, and execution of testing for an enterprise-wide, business-process-led ERP implementation. The role ensures configured solutions meet business requirements…
Added 1 hour ago
RC
Senior Associate, AI and Data Strategy Consultant
RSM Canada
Toronto, ON
- Full-time
Bachelor's degree or graduate degree with an emphasis in Math, Computer Science, Information Systems, or Business and 2-5 years of related work experience degree.
Added 1 hour ago
I
Unit Facilities Specialist
IKEA
Richmond, BC
- Full-time
…improvement to ensure a safe and operational environment for the business, co-workers, customers and other…
Added 1 hour ago
D
Forward Deployed Engineer
Didero
Toronto, ON
- $90,000 to $130,000 CAD / year
- Full-time
Clarify requirements and identify the underlying business need before building.
Added 1 hour ago
RC
Supervisor, Talent Acquisition Operations – Campus Programs & Interviews
RSM Canada
Toronto, ON
- Full-time
The role supports centralized, scalable, and highly repeatable talent solutions by coordinating service delivery, managing SLAs, resolving escalations, monitoring quality, supporting…
Added 1 hour ago
S
Senior Product Manager, Echo MS
SCIEX
Vaughan, ON
- $130,000 to $150,000 CAD / year
- Full-time
…translating customer and market needs into product requirements, business cases, and launch-ready solutions, while monitoring product…
Added 1 hour ago
R
Senior ServiceNow Developer (App Engine / HRSD)
Resonaite
Ottawa, ON
- Contract
Our client is seeking a contract-based Senior ServiceNow Developer to design, build and deliver ServiceNow solutions across HR Service Delivery, ITSM and employee workflows.

Desjardins

Personal Finance Advisor

Laval, QC, Canada
Caisse Desjardins de l'Ouest de Laval, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 13, 2026
Posting language: English
Posted: Nov 4, 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

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

2026-11-12

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with members and clients to provide tailored financial advice and solutions. Additionally, you will drive results by recommending 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 also required.

Skills

Financial advising
Relationship management
Investment recommendations
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
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Investments
Loans
Insurance
Risk Management
Mutual Fund Representative
Financial Services
Market Trends
Client Relations
Business Development
Hybrid Work
Pension Plan
Telemedicine
Customer Service

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