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Added 6 mins ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Kemptville, ON
- Full-time
Participate in business development initiatives and identify new business opportunities
Added 6 mins ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Orangeville, ON
- Full-time
Participate in business development initiatives and identify new business opportunities
Added 6 mins ago
UC
Financial Operation Analyst, Revenue & Commissions
University Canada West
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
The Financial Operation Analyst partners closely with Business Development, Registrar, Admissions, Student Services, Academic Operations, and external recruitment agents to resolve…
Added 21 mins ago
II
Business Development Manager
i3 International
Toronto, ON · North York, ON
- $70,000 to $80,000 CAD / year
- Full-time
Added 21 mins ago
MA
Toronto Health Office Practice Leader
Marsh Agency
Toronto, ON
- Full-time
…the Toronto office within the Canadian Health and Benefits business, overseeing strategic direction, budgeting, people & resourcing, while driving revenue growth, sales growth, and…
Added 21 mins ago
IG
Dayforce QA
Insight Global
Canada
- Contract
Coordinate and work closely with the Integration Architect to create configuration and stage business use case data to validate the customer’s complex integration requirements.
Added 21 mins ago
MA
Actuarial Analyst – 2026 & 2027 New Grads - Montreal
Marsh Agency
Montreal, QC
- Full-time
Retirement Consulting Business and Global Actuarial Services Delivery
Added 21 mins ago
SS
License Owner, Vancouver
Stranger Soccer
Vancouver, BC
- Full-time
An entrepreneurial mindset and desire to build a business
Added 21 mins ago
MA
Senior Retirement Actuarial Consultant
Marsh Agency
Calgary, AB
- Full-time
…non-standard and/or complex solutions for multiple lines of business. This role will also lead and develop internal staff to ensure operational excellence and sharing of intellectual…
Added 21 mins ago
MA
Health & Benefits Consultant
Marsh Agency
Montreal, QC
- Full-time
…coverage for these employers. As Consultant, you may contribute to business development opportunities for the Montreal…
Added 21 mins ago
G
Sales Representative
Geroquip
Quebec, QC
- Full-time
As a Sales Representative, you will play a key role in the company’s commercial development. You will act as a strategic partner to your clients and directly contribute to market share…
Added 21 mins ago
PH
General Manager - Permanent - 4345
Parker Huggett - A Division of LRO Staffing
Calgary, AB
- Full-time
Leading operations, preconstruction, estimating and business development so pursuits, pricing and delivery work as one team
Added 21 mins ago
MA
Client Relationship Management - Lead Specialist
Marsh Agency
Montreal, QC
- Full-time
Maintain and expand a large book of business containing complex and priority accounts within the Retail Affinity Practice .
Added 21 mins ago
MA
Compensation Consultant (Senior Associate)
Marsh Agency
Montreal, QC
- Full-time
Support Principals and Partners in business development efforts, contributing to proposals as required
Added 21 mins ago
MA
Senior Client Advisor - Personal Lines (m/f/x)
Marsh Agency
Toronto, ON
- Full-time
Possess a growth mindset and strive to close on new business opportunities with a concerted effort in writing profitable business and monitor that profitability going forward
Added 21 mins ago
MA
Oracle EPM Analyst
Marsh Agency
Toronto, ON
- Full-time
We are seeking a talented individual to join our IT Product Development team at Marsh as an Oracle EPM Analyst .This role will be based in Toronto. This is a hybrid role that has a…
Added 21 mins ago
MA
Oliver Wyman - Senior Lead AI Developer
Marsh Agency
Toronto, ON
- Full-time
…practice groups, engage directly with clients to understand their business challenges, and craft appropriate solutions to be delivered through collaboration with other OW Quotient…
Added 21 mins ago
MA
Canada Transformation Office Leader
Marsh Agency
Toronto, ON
- Full-time
…outcomes, enabling change, and building momentum across the…
Added 21 mins ago
AB
Product Developer
ACI Brands Inc.
Oakville, ON
- Full-time
…to apply their design skills on product design creation and development for various…
Added 21 mins ago
MA
Senior HR Workday Technology Analyst
Marsh Agency
Toronto, ON
- Full-time
Analyze business requirements and translate them into functional specifications and system configuration changes
Added 21 mins ago
MA
Institutional Investment Sales Leader
Marsh Agency
Toronto, ON
- Full-time
Minimum 7-10 years of experience in institutional investment sales, business development, or related roles.
Added 21 mins ago
MA
Senior Health & Benefits Consultant - Ottawa based position
Marsh Agency
Ottawa, ON
- Full-time
Support new business development, prospect opportunities, and proposal activity
Added 21 mins ago
Legal Counsel
Ontario Energy Board
Toronto, ON
The OEB is entering a significant period of transformation. As part of our commitment to supporting internal career development, we encourage employees interested in expanding their impact…
Added 21 mins ago
TB
Forward Deployed AI Engineer
Type B Digital
Calgary, AB
- Full-time
Type B Digital is an AI consultancy focused on delivering innovative solutions that drive business success. Our team is passionate about technology, creativity, and collaboration, and we…
Added 21 mins ago
Java Developer (Onsite Hybrid)
NTT DATA Services
Montreal, QC
Work in an Agile development environment to support timely and efficient product delivery.

Desjardins

Personal Finance Advisor

Repentigny, QC, Canada
Terrebonne, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 21, 2026
Posting language: English
Posted: Nov 5, 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

2026-11-20

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide personalized financial advice and solutions. They manage a client base by recommending investments, loans, and insurance products while balancing business objectives with prudent 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 required.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Financial planning
Interpersonal savvy
Market trend analysis
Strategic planning
Communication
Problem solving
Action oriented
Customer focus

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
Mutual Fund Representative
Client Relations
Financial Planning
Hybrid Work
Pension Plan
Telemedicine
Market Trends
Business Development

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