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Added 1 min ago
DO
FOI & Records Management Analyst
District of North Vancouver
Vancouver, BC
- Full-time
Added 1 min ago
J&
Senior Director, Acquisitions & Divestitures (A&D) Finance, Orthopedics
Johnson & Johnson
NB · Brunswick, NB
- Full-time
Serve as a strategic finance advisor to enterprise and sector leaders on portfolio strategy, helping shape the pipeline of acquisitions, partnerships, and divestitures so that it reflects…
Added 17 mins ago
IH
Advisor | People Safety and Prevention
Interior Health Authority
Kelowna, BC
- Full-time
Interior Health is seeking permanent full-time Advisor, People Safety and Prevention who is passionate about driving meaningful changes in healthcare. We are looking for an adaptable,…
Added 32 mins ago
AC
Manager, National Tax Services
ACCA Careers
Winnipeg, MB
- 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 47 mins ago
S
HRBP / HR Manager – People and Performance
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Toronto, ON
- Full-time
Act as the primary People & Performance advisor to the Director of Design Integration and leadership team, providing strategic guidance on resource management, organizational, and talent…
Added 47 mins ago
SF
Undergraduate Advisor
Simon Fraser University
Burnaby, BC
- Full-time
The Undergraduate Advisor advises potential and registered undergraduate students of the academic requirements for the Faculty of Science degree programs and screens applications for…
Added 48 mins ago
Automation Specialist / Engineer - Process Systems & Software
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Act as a trusted technical advisor for the customer, focusing on providing expertise and value
Added 48 mins ago
Financial Advisor - Port Moody BC
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Added 48 mins ago
A-
Insurance Advisor Level 1
AMA - Alberta Motor Association
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Added 1 hour ago
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Toronto, ON
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Build trust with business sponsors and end users as a credible technical advisor.
Added 1 hour ago
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Sr Functional Engineer, SAP - 12 month contract
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Toronto, ON
- Full-time
- Temporary
Serve as a trusted advisor to Finance and technology stakeholders, providing functional expertise and supporting informed decision-making.
Added 1 hour ago
S
HR Advisor Specialized in Labor Relations - Temporary
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Mirabel, QC
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Added 1 hour ago
A
W847L-270174 - Senior Learning Advisor Working Status: On-Site
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- Contract
Position title: W847L-270174 - Senior Learning Advisor
Added 1 hour ago
KC
Resourcing Lead
Kim Cosic Consulting Inc.
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- Full-time
Build trusted relationships across our entire consulting team, acting as the go-to advisor on resourcing decisions and a sounding board for staffing questions.
Added 1 hour ago
FN
Sr Advisor, Governance
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Kamloops, BC
- Full-time
Added 1 hour ago
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Commercial Lines Underwriter P&C – Middle Market
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- Full-time
Serve as a trusted advisor by providing underwriting expertise and market insights to brokers.
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F
Sr. Specialist, Custom Client Analytics
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Added 1 hour ago
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Branch Manager, Kelowna
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Odlum Brown is seeking an experienced, dynamic leader for the Kelowna office. This pivotal role connects advisor operations, regulatory compliance, and strategic business growth.
Added 1 hour ago
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Product Advisor - OpenRoad Toyota Richmond
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- Full-time
Added 1 hour ago
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Co-op Accountant, Assurance and Accounting (September 2027)
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- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
M
Co-op Accountant, Assurance and Accounting (January 2028)
MNP
Sarnia, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
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Sales Strategy & Operations Manager
Jobber
AB · Edmonton, AB
- Full-time
Added 1 hour ago
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Financial Advisor CIRO-ID (Urban)
CIBC
Mississauga, ON · Erin Mills Town Centre Banking
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 1 hour ago
M
Vendor Conflicts Lead
Metrolinx
Canada
- Full-time
…requiring consultation and guidance; acts as a trusted and senior advisor to the Manager, COI regarding contentious, complicated, or otherwise difficult cases and/or…
Added 1 hour ago
AG
Director, Growth & Innovation Operations
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- Full-time

Desjardins

Personal Finance Advisor

Saint-Apollinaire, QC, Canada
Caisse Desjardins du Centre de Lotbinière, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 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 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
Available for travel across all of the caisse's service locations, based on organizational needs

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

2026-11-26

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide personalized financial advice and integrated strategies. They drive business results by recommending investments, loans, and insurance products while ensuring sound risk management and client satisfaction.

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 required.

Skills

Financial advising
Relationship management
Investment recommendation
Loan management
Insurance product knowledge
Risk management
Customer satisfaction
Interpersonal savvy
Market trend analysis
Strategic planning
Communication
Financial analysis

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
Business Development
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Financial Strategy

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