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Added 5 mins ago
IH
Licensed Practical Nurse (LPN) | Acute
Interior Health Authority
Penticton, BC
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 5 mins ago
IH
Registered Nurse (RN) | Surgical
Interior Health Authority
Penticton, BC
- Full-time
Who We Are Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to…
Added 5 mins ago
FH
Representative, Internal/External Talent Acquisition
Fraser Health
Surrey, BC
- Full-time
Reporting to the Leader, Talent Acquisition, the Representative supports the functions of Talent Acquisition Services through the application of Employee Experience policies, procedures and…
Added 5 mins ago
BS
Sales Development Representative – B2B Events | Fast-Track Progression
Business Show Media Ltd
Toronto, ON
- Full-time
The position is ideal for someone with previous customer-facing, recruitment, telesales or business development experience who wants to develop their B2B sales career.
Added 35 mins ago
PH
Direct Care Nurse, Registered Nurse (RN) / Registered Psychiatric Nurse (RPN), Surrey Mental Health Unit (SMHU), Correctional Health Services - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…ongoing evaluation – all delivered through a trauma-informed, client centred, and Indigenous Cultural Safety…
Added 35 mins ago
PH
Direct Care Nurse, Registered Nurse (RN) / Registered Psychiatric Nurse (RPN), Surrey Pre-Trial Centre (SPTC), Correctional Health Services - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Full-time
The Direct Care Nurse provides trauma-informed, client-centred and culturally safe care to individuals with concurrent psychiatric and/or substance use disorders (SUD) and a wide range of…
Added 35 mins ago
C
Financial Planning Consultant
CIBC
Richmond, BC · Vancouver, BC
- Full-time
You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres…
Added 35 mins ago
C
Client Engagement Representative
CIBC
Vancouver, BC
- Full-time
You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres…
Added 35 mins ago
C
Financial Services Representative II
CIBC
Vancouver, 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 35 mins ago
H
Field Service Representative
Hitachi
Kelowna, BC · (HE)Office_BC_Kelowna NEW
- Full-time
2+ years of experience in field service, technical support, or a related role, preferably with industrial or electromechanical systems
Added 1 hour ago
R&
Project Manager - Derivatives Testing & Migration
Robertson & Company Ltd.
Toronto, ON
- Contract
Our client is a leading Canadian financial institution undergoing a major transformation within its Capital Markets and Asset Servicing environment. As part of a large-scale derivatives…
Added 1 hour ago
FR
General Accounting Administrator
FirstService Residential Canada
Calgary, AB
- Full-time
The General Accounting Administrator, Investment Client Service supports the Investment Client Service (ICS) team with accounting, transaction administration, and non-resident tax matters.…
Added 1 hour ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
ON · Ontario, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 1 hour ago
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Outside Sales Representative - Electrical Utilities
Kinetic Search Group
Quebec, QC
- Full-time
Our client is a well-established Canadian distributor of engineered electrical products and infrastructure solutions, supporting utility providers, contractors, municipalities, and…
Added 1 hour ago
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- Internship
Demonstrated aptitude for fostering client independence and training clients to manage self- care dialysis at home with experience in teaching client/families, preferred;
Added 1 hour ago
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Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
AB · Alberta, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 1 hour ago
LC
Client Experience & Service Coordinator
LightForm Canada
Vancouver, BC
- Full-time
LightForm is looking for a proactive, detail-oriented Client Experience & Service Coordinator to join our Edmonton Head Office team.
Added 1 hour ago
RV
Nurse Coordinator
Renfrew Victoria Hospital
Renfrew, ON
- Contract
We all share the same purpose – to provide the best possible health care experience for our patients and their families.
Added 1 hour ago
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Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
BC · British Columbia, Canada
- Full-time
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Refrigeration & Air Conditioning Mechanic
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Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
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Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NL · Newfoundland and Labrador, Canada
- Full-time
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Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
MB · Manitoba, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 1 hour ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NB · New Brunswick, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 1 hour ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NS · Nova Scotia, Canada
- Full-time
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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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