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Added 11 mins ago
CM
2026-041 - PFT IT Specialist - Level 1
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-003 - Casual Registered Practical Nurse (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Part-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-002 - Casual Personal Support Worker (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Part-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-001 - Casual Residential Counsellor (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Part-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-055 - PFT Registered Practical Nurse (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
…offers crisis intervention, addiction services, and mental health support, ensuring everyone in the community has access to the resources they need to feel well. By fostering inclusive and…
Added 11 mins ago
CM
2026-056 - TFT IMPACT Transitional Worker
Canadian Mental Health Association HPE
Bancroft, ON · Madoc, ON · Tweed, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-057 - TFT Residential Counsellor (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-053 - TFT Concurrent Disorders Case Manager (The Bridge)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-060 - PFT Addictions Counsellor - RAAM (Picton)
Canadian Mental Health Association HPE
Prince Edward, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-061 - TFT Housing Case Manager (Belleville)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-065 - TPT Residential Counsellor (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Part-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-062 - PFT Program Manager, Regional Multidisciplinary Teams
Canadian Mental Health Association HPE
Prince Edward, ON · Quinte West, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-063 - PFT Senior Financial Analyst
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-067 - PFT Residential Counsellor (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 11 mins ago
CM
2026-068 - PFT Personal Support Worker (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 5 hours ago
NB
Account Representative
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
A career as an Account Representative at National Bank, your ability to work in synergy with a variety of partners will be a key asset. You’ll use your excellent customer service skills and…
Added 10 hours ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Mississauga, ON
- $17.6 CAD / hour
- Contract
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 11 hours ago
I
Seasonal Customer Experience Representative
Indigo
Mississauga, ON
- $17.6 CAD / hour
- Contract
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 14 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 16 hours ago
FT
Machine Learning Engineer
FDE Times
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Reddit is a community of communities. It’s built on shared interests, passion, and trust, and is home to the most open and authentic conversations on the internet. Every day, Reddit users…
Added 16 hours ago
FT
Senior Machine Learning Engineer
FDE Times
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Reddit is a community of communities. It’s built on shared interests, passion, and trust, and is home to the most open and authentic conversations on the internet. Every day, Reddit users…
Added 16 hours ago
Casual Tenant Support Worker (Balsam Place)
Connective
Kelowna, BC
Liaises with staff and volunteers of community and government agencies as required
Added 18 hours ago
V
Lead Wind Technician-Moncton, NB (Riverview, New Brunswick, CA)
Vestas
Riverview, NB
- $29.4 to $48.63 CAD / hour
- Full-time
We believe that when you thrive, we all thrive. That’s why we offer a comprehensive benefits package. By joining our community, you take part in an international company that focuses on…
Added 18 hours ago
U
Route Service Representative - UniFirst Canada
UniFirst
Fort McMurray, AB
- Full-time
At UniFirst Canada, we Always Deliver - for our customers and our people. As a Route Service Representative (RSR), you’ll be the face of UniFirst to our customers, building strong…
Added 21 hours ago
U
Customer Service Representative - Bilingual (French)
Uline
Hamilton, ON · Toronto, ON · Mississauga, ON · Cambridge, ON · Milton, ON
- Full-time
Fast, friendly and customer focused. As a Uline Bilingual Customer Service Representative, you'll build customer relationships, provide solutions and deliver legendary service. Join a…

Desjardins

Personal Finance Advisor

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 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.

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)

CAISSE DU CENTRE-EST DE MONTRÉAL (30261 / Conv_Col_00085) (2016-04-07 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-19

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients by providing personalized financial advice and solutions to meet their goals. Additionally, you will drive business results by recommending investments, loans, and insurance products while ensuring sound 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 also required.

Skills

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

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
Hybrid Work
Financial Planning
Business Development
Customer Service
Strategic Strategy
Market Trends

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