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Added 9 mins ago
KS
Temporary Associate
kate spade new york
Burnaby, BC · Ksny Metropolis Metrotwn
- Part-time
Greet guests warmly and confidently, demonstrating strong product knowledge.
Added 24 mins ago
S
INTERN
Solenis
Canada
- $23 to $28 CAD / hour
- Full-time
…spa water markets. Owned by Platinum Equity, the company’s product portfolio includes a broad array of water treatment chemistries, process aids, functional additives, and cleaners and…
Added 24 mins ago
Manufacturing Technician - Assembly
INNIO
Welland, ON
…process. They will interpret and produce work from complex product drawings, manuals, specifications & work instructions to produce high-quality reciprocating gas engines. They may be…
Added 54 mins ago
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Assistant Manager
Showcase - Home of the Hottest Trends
Rocky View No 44, AB · Rocky View County, AB
- Full-time
High level of passion and energy, while providing an expert level of product knowledge
Added 1 hour ago
SM
RQ00240 – Product Manager – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking an experienced Senior Product Manager – Enterprise AI to provide end-to-end product leadership for enterprise AI initiatives. The ideal candidate will have strong experience…
Added 1 hour ago
SM
RQ11741 – Product Manager – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly experienced Senior Product Manager to lead product strategy, roadmap development, prioritization, and product decisions for an enterprise platform supporting…
Added 1 hour ago
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RQ11856 – Training Specialist – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
Provide application and product training to both technical and non-technical users.
Added 1 hour ago
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RQ11845 – Software Developer – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly skilled Senior Software Developer with extensive experience in designing, developing, and maintaining large-scale, multi-client web applications. The ideal candidate…
Added 1 hour ago
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RQ11731 – Business Analyst – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
Experience supporting product backlogs, prioritization, sprint planning, testing, release readiness, and implementation.
Added 1 hour ago
SM
RQ11856 – Training Specialist – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
Provide application and product training to both technical and non-technical users.
Added 1 hour ago
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RQ11734 – Business Analyst – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
Experience supporting product backlogs, prioritization, sprint planning, testing, release readiness, and implementation.
Added 1 hour ago
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RQ11673 – Report Developer – Junior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Junior Report Developer / Data Engineer with experience in developing, implementing, and maintaining enterprise data solutions using modern Azure cloud technologies. The…
Added 1 hour ago
SM
RQ11734 – Business Analyst – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
Experience supporting product backlogs, prioritization, sprint planning, testing, release readiness, and implementation.
Added 1 hour ago
SM
RQ11731 – Business Analyst – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
Experience supporting product backlogs, prioritization, sprint planning, testing, release readiness, and implementation.
Added 1 hour ago
SM
RQ11731 – Business Analyst – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
Experience supporting product backlogs, prioritization, sprint planning, testing, release readiness, and implementation.
Added 1 hour ago
SM
RQ00241 – Software Developer – ETL – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – ETL with significant hands-on experience in designing, developing, and maintaining scalable, production-grade data pipelines and integration…
Added 1 hour ago
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RQ11673 – Report Developer – Junior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Junior Report Developer / Data Engineer with experience in developing, implementing, and maintaining enterprise data solutions using modern Azure cloud technologies. The…
Added 1 hour ago
SM
RQ11673 – Report Developer – Junior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Junior Report Developer / Data Engineer with experience in developing, implementing, and maintaining enterprise data solutions using modern Azure cloud technologies. The…
Added 1 hour ago
SM
RQ00244 – Data Science Developer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly skilled Senior Data Science Developer with advanced hands-on expertise in Python, software engineering, Generative AI (GenAI), Large Language Models (LLMs),…
Added 1 hour ago
SM
RQ11741 – Product Manager – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly experienced Senior Product Manager to lead product strategy, roadmap development, prioritization, and product decisions for an enterprise platform supporting…
Added 1 hour ago
SM
RQ11856 – Training Specialist – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
Provide application and product training to both technical and non-technical users.
Added 1 hour ago
SM
RQ00240 – Product Manager – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking an experienced Senior Product Manager – Enterprise AI to provide end-to-end product leadership for enterprise AI initiatives. The ideal candidate will have strong experience…
Added 1 hour ago
SM
RQ11734 – Business Analyst – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
Experience supporting product backlogs, prioritization, sprint planning, testing, release readiness, and implementation.
Added 1 hour ago
SM
RQ00244 – Data Science Developer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly skilled Senior Data Science Developer with advanced hands-on expertise in Python, software engineering, Generative AI (GenAI), Large Language Models (LLMs),…
Added 1 hour ago
SM
RQ00240 – Product Manager – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking an experienced Senior Product Manager – Enterprise AI to provide end-to-end product leadership for enterprise AI initiatives. The ideal candidate will have strong experience…

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

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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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