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Added 1 hour ago
FC
Member Service Representative (Part-Time)
FirstOntario Credit Union
St. Catharines, ON
- Part-time
Provide prompt, efficient and courteous transactional sales and service to members. Proactively assist members to ensure that their needs have been met and refer to other staff, as…
Added 1 hour ago
C
Senior Account Manager - Financial Institutions
Corpay
Toronto, ON
- Full-time
Lead a team of account managers through coaching, development, and performance oversight
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Repentigny, QC · Terrebonne, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 2 hours ago
Assistant Store Manager
Rogers Communications
Edmonton, AB
Sales Delivery: Achieve sales goals within a dynamic and supportive team environment.
Added 2 hours ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- $16 to $22.32 CAD / hour
- Part-time
…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling behaviors, and performing duties related to the presentation and…
Added 2 hours ago
DB
Part Time Bridal Sales
David's Bridal
Hamilton, ON
- $16 to $25.8 CAD / hour
- Part-time
…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling behaviors, and performing duties related to the presentation and…
Added 2 hours ago
DB
Part Time Bridal Sales
David's Bridal
Mississauga, ON
- $16 to $25.8 CAD / hour
- Part-time
…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling behaviors, and performing duties related to the presentation and…
Added 2 hours ago
AG
Field Representative - Alcoholic Beverages
Acosta Group
Toronto, ON · Etobicoke, ON
- Full-time
Communicate effectively with store staff regarding tasks, sales activities, promotions, client objectives and work completed.
Added 2 hours ago
BB
Senior Technician - Security
Bosch Building Technologies North America
AB · Edmonton, AB
- Full-time
…installation blueprints and plans from Project Managers and Sales Teams to complete…
Added 3 hours ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Kelowna, BC
- $18.25 to $20.95 CAD / hour
- Part-time
Own self-development and provide continuous feedback to colleagues and Leadership Team
Added 3 hours ago
NM
Business Development Representative
NewLife Marketing
Barrie, ON
- Full-time
Business Development Representative (BDR) - Full-Time, In-Office
Added 3 hours ago
I
Seasonal Customer Experience Representative
Indigo
Kelowna, BC
- $18.25 to $20.95 CAD / hour
- Part-time
Own self-development and provide continuous feedback to colleagues and Leadership Team
Added 4 hours ago
C
Financial Service Representative II
CIBC
Burnaby, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 4 hours ago
T
Part Time Sales Representative | Royal City Centre
TELUS
New Westminster, BC
- Part-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 5 hours ago
C
Financial Services Representative ll
CIBC
BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 5 hours ago
CN
Sales - Outside Sales Representative - Pickering
Contractor Nation
Laval, QC
- Full-time
We are looking for an ambitious Outside Sales Representative who is results-driven and ready to grow their career with a recognized and rapidly expanding company.
Added 5 hours ago
PT
Senior Technician - Security
Paladin Technologies
AB · Edmonton, AB
- Full-time
…installation blueprints and plans from Project Managers and Sales Teams to complete…
Added 6 hours ago
R
TV and Digital Sales Representative – Business Development (French Services) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Part-time
Reporting to Montreal Sales leadership, you will play a key strategic role focused on active business development and acquisition of untapped markets. As a true prospecting strategist, your…
Added 6 hours ago
P
Financial Representative
Primerica
Lethbridge, AB
- Full-time
Role Description This full-time Financial Representative role is a hybrid position based in Lethbridge, AB, with a combination of in-office and work-from-home responsibilities. The…
Added 6 hours ago
OH
Regional Financial Director, FP&A
O’Dell HVAC Group
Burlington, ON
- Full-time
O’Dell HVAC Group is a well-established HVAC equipment representative, partnering with engineers, building owners and contractors throughout Canada. Our success is fueled by our…
Added 6 hours ago
BB
Senior Technician - Security
Bosch Building Technologies
AB
- Full-time
…installation blueprints and plans from Project Managers and Sales Teams to complete…
Added 6 hours ago
LA
Automotive Parts Representative
Lordco Auto Parts
Golden, BC
- $19 to $25 CAD / hour
- Full-time
Career Development Support & Promote-From-Within Culture to enhance your expertise and maximize your career journey
Added 7 hours ago
AS
Commercial & Residential Sales Representative (Construction / Design Industry)
Artivo Shades
Toronto, ON
- Full-time
We are seeking a motivated and results-driven Commercial & Residential Sales Representative to join our growing team in the outdoor living, home improvement and construction industry. This…
Added 7 hours ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 7 hours ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…

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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