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Added 10 mins ago
C
Senior Database Engineer (Snowflake)
Cvent
Fredericton, NB · NB · Virtual, New Brunswick
- Full-time
Cvent is seeking a Senior Database Engineer with deep Snowflake expertise to help design, manage,
Added 10 mins ago
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Senior Database Engineer (Snowflake)
Cvent
Fredericton, NB
- Full-time
Cvent is seeking a Senior Database Engineer with deep Snowflake expertise to help design, manage,
Added 25 mins ago
SS
Quality Manager
SkyCan Systems
Barrie, ON
- Full-time
…production facility in Barrie, Ontario, building aircraft to our design partner's approved design and progressively qualifying Canadian suppliers. Our customers expect us to operate to…
Added 25 mins ago
MI
CN - Business Development Associate
MSC Industrial Supply Co.
Windsor, ON
- Full-time
Must have excellent organizational, written and verbal communication, listening and presentation skills.
Added 26 mins ago
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Part-Time Photographer/Photo Editor
tentree
Vancouver, BC
- $50 CAD / hour
- Part-time
- Contract
Strong organizational and time-management skills
Added 26 mins ago
Human Resources Business Partner
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
…development of staffing plans, review and refinement of job design, job evaluation, implementation of end-to-end recruitment processes from posting to orientation and onboarding, vacancy…
Added 26 mins ago
New Home Coordinator
Urbandale Corporation
Ottawa, ON
Welcome to HN Homes, where essential features are included, and design comes first. Our homes are characterized by a sense of airiness and fantastic visual connections, leaving you feeling…
Added 26 mins ago
CM
Human Resources Manager
Canadian Mental Health Association
Kenora, ON
- Full-time
High attention to detail and strong organizational skills required
Added 26 mins ago
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Junior Designer
Ali Budd Interiors
Toronto, ON
- Full-time
Ali Budd Interiors is a female-led interior design studio specializing in high-end residential and hospitality projects across North America and internationally. Our work is layered,…
Added 40 mins ago
Early Childhood Educator (Level 1, 2 & 3)
YMCA of Lethbridge
Lethbridge, AB
Added 55 mins ago
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Trades Recruiter
Phoenix Industrial Group of Companies
AB · Edmonton, AB
- Full-time
Design innovative sourcing strategies using multiple resources including internet, direct sourcing, networking, educational institutes, and affiliated associations to source potential…
Added 1 hour ago
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Software engineer
Canada Peptide Research
Toronto, ON
- Full-time
Design, develop, and test computer hardware and software systems.
Added 3 hours ago
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Environmental Risk Assessment Specialist
Egis Group
Hamilton, ON
- $95,000 to $130,000 CAD / year
- Full-time
Lead, design, and conduct Human Health Risk Assessments (HHRA) and Ecological Risk Assessments (ERA) for major transportation projects (i.e. Hamilton LRT, Pearson Airport), infrastructure…
Added 4 hours ago
BG
Senior Project Manager (Construction)
BTY Group
Calgary, AB
- Full-time
…support projects of all sizes and procurement models, from Design-Build and Construction Management to complex P3/AFP delivery. Our adaptable professionals combine engineering expertise…
Added 4 hours ago
M
RQ11859 - Systems Testing/QA Specialist - Intermediate
Maarut
Toronto, ON
- Contract
design, development, implementation and ongoing support of the required
Added 4 hours ago
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RQ11856 - Training Specialist - Senior
Maarut
Toronto, ON
- Contract
in the development, design and delivery of training material for both
Added 5 hours ago
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Technical Sales and Field Service Engineer
Captiveaire - Region 114 Western PA
Ottawa, ON
- Full-time
…unique from one another, spanning throughout the whole course of design, procurement, coordination, and post-sale…
Added 5 hours ago
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Senior Immigration Case Manager/Client Experience & Transformation
Caron & Partners LLP
Calgary, AB
- Full-time
Help design AI-enabled workflows and technology solutions that bring together people, process, data and automation
Added 5 hours ago
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AVP & Regional Lead, Western Canada Advisory Group
National Bank of Canada
Calgary, AB
- Full-time
Advisory Group, providing recommendations on organizational design, resource
Added 5 hours ago
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Switchgear Engineer
Solution Control Systems Inc.
AB · Edmonton, AB
- Full-time
…HVAC, forestry, agriculture, and commercial industries. With design, fabrication, welding, wiring, and testing all completed under one roof, the company offers efficient modular switchboard…
Added 8 hours ago
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Postdoctoral Fellow - Surgical and Interventional Sciences
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…independent research projects and contribute to experimental design, data analysis, manuscript preparation, grant applications, and trainee…
Added 9 hours ago
OA
Prototyping Workshop Technician - R&D-ANJOU, QC
Oldcastle APG
Montreal, QC
- Other
Technical diploma (DEC) or vocational diploma (DEP) in a relevant field such as manufacturing, mechanical design, or an equivalent discipline.
Added 9 hours ago
W
Senior Process Engineer (Minerals & Metals)
Wood
Burlington, ON
- $157,000 to $192,000 CAD / year
- Full-time
…services in designated studies and projects in line with Wood’s organizational objectives and client requirements. If you have a successful track record and thrive on challenges in a fast…
Added 9 hours ago
G
Forest Gardens Farm Team
GoodWork.ca
Regina, SK · Greater Regina Metropolitan Area
- Internship
…partners who share our vision. You will craft compelling stories, design engaging campaigns and champion a donor experience that leaves supporters feeling valued and inspired. You’ll…
Added 10 hours ago
DM
Computer Aided Design Manager
DSG Mouldings Ltd
Richmond, BC
- Part-time
…moulding products and wall systems. DSG Mouldings combines classic design principles with modern technology to help clients add detailed, previously cost-prohibitive architectural elements…

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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