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Added 14 mins ago
LH
2600002970 - Laboratory Technologist
Lakeridge Health
Port Perry, ON
- Internship
…patient and environmental safety and participation in regular in-service in this…
Added 14 mins ago
LH
2600002969 - Laboratory Technologist
Lakeridge Health
Port Perry, ON
- Full-time
…patient and environmental safety and participation in regular in-service in this…
Added 1 hour ago
CO
Truck Driver IV - Transit (part-time) - Open until filled - Applications processed as received
City of Powell River BC
Powell River, BC
- Part-time
Willing and able to work shifts to meet service requirements and respond to operational needs. Serves as a visible representative of City Transit and provides courteous, inclusive…
Added 1 hour ago
LH
2600002584 - DRCC Radiation Therapist
Lakeridge Health
Oshawa, ON
- Internship
…patient, and environmental safety and participation in regular in service education in this…
Added 2 hours ago
NS
Dental Hygienist - Public Health
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Internship
Must be licensed and a member in good standing with, a provincial regulatory body (e.g. the College of Dental Hygienist of Nova Scotia) and must hold RDH (Registered Dental Hygienist) or DH…
Added 2 hours ago
WC
Sales Representative (Metal) - Vaughan, ON
Wurth Canada
Markham, ON
- Full-time
A day in the life of an outside sales representative:
Added 2 hours ago
CO
Social Worker
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Full-time
Note: The above duties are representative of a typical position and are not to be construed as all inclusive.
Added 2 hours ago
BH
Building Manager II - Resident (Lower Mainland)
BC Housing
Vancouver, BC
- Full-time
Recognition programs including long-term service awards, idea recognition and outstanding performance awards.
Added 2 hours ago
NS
Rehabilitation Assistant - Rehabilitation Services
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Internship
Under the direction of the Manager, and under the supervision of therapists, the Rehabilitation Assistant, as an active member of the patient care team, works with individuals, families and…
Added 2 hours ago
NS
Diagnostic Medical Sonographer - Diagnostic Imaging (Multi-Site Position)
Nova Scotia Health Authority
Vaughan, NS
- Full-time
The Diagnostic Medical Sonographer reports to the Manager of Diagnostic Imaging, as a member of the Diagnostic Imaging Team performs patient care, technical activities, and duties directly…
Added 2 hours ago
NS
Physiotherapist - Rehabilitation Services
Nova Scotia Health Authority
Truro, NS
- Full-time
…physiotherapist reports to a Health Services Manager and as a member of a clinical team, the physiotherapist collaborated with colleagues to determine team goals and objectives,…
Added 3 hours ago
I(
Intersection Safety Camera Program Representative
ICBC (Insurance Corporation of British Columbia)
Richmond, BC
- Full-time
Be an integral member of the Driver Licensing Customer Service Support team at ICBC. We are seeking a dedicated, detail oriented administrative support all-star to join our team in…
Added 3 hours ago
C
Financial Planning Consultant
CIBC
Richmond, BC · Vancouver, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll manage and grow a complex client portfolio through self-sourced leads, provide dedicated relationship management, in-depth…
Added 3 hours ago
C
Client Engagement Representative
CIBC
Vancouver, BC
- Full-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 3 hours ago
C
Financial Services Representative II
CIBC
Vancouver, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 3 hours ago
LM
Assistant Vice President, Executive Underwriter, Property
Liberty Mutual Canada
Vancouver, BC
- Full-time
An opportunity to get involved and become a member of one of our national employee committees - social responsibility, employee engagement, diversity, equity & inclusion
Added 3 hours 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 3 hours ago
LH
2600002963 - Registered Nurse
Lakeridge Health
Whitby, ON
- Internship
To use nursing process in providing patient care. To participate as a member of the Health Care Team and the Nursing Team. As an individual practitioner, to maintain competence and…
Added 3 hours ago
BI
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 4 hours ago
SH
Home Care Attendant-Aide - Soins à domicile
Southern Health-Santé Sud
MB · Vita, MB
- Full-time
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 4 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
BC · British Columbia, 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 4 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
SK · Saskatchewan, 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 4 hours ago
SH
Home Care Attendant
Southern Health-Santé Sud
MB · Rosenort, MB
- Internship
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 4 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NL · Newfoundland and Labrador, 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 4 hours ago
BI
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…

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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