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Added 3 hours ago
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Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Calgary, AB
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 4 hours ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 4 hours ago
IW
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 4 hours ago
NI
Canada Territory Sales Representative - Calgary, Alberta
Norman International Inc.
Calgary, AB
- $38.46 CAD / hour
- Full-time
We are growing and we are seeking an energetic & enthusiastic Territory Sales Representative to grow retailer accounts within the Canadian market. Based out of our Calgary, Alberta office,…
Added 5 hours ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Toronto, ON
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 5 hours ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Ottawa, ON
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 5 hours ago
D
Business Development Representative II (Public Sector)
Dayforce
Canada
- Full-time
The Business Development Representative II (Public Sector) plays a critical role in building the pipeline that drives our public sector growth. You’ll partner with Public Sector Account…
Added 5 hours ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Ottawa, ON · Kanata, ON
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 5 hours ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Montreal, QC · Saint-Laurent, QC
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 5 hours ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Montreal, QC
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 6 hours ago
Business Development Representative II (Public Sector)
Dayforce
Canada
The Business Development Representative II (Public Sector) plays a critical role in building the pipeline that drives our public sector growth. You’ll partner with Public Sector Account…
Added 6 hours ago
Business Development Representative II (Public Sector)
Dayforce
Canada
The Business Development Representative II (Public Sector) plays a critical role in building the pipeline that drives our public sector growth. You’ll partner with Public Sector Account…
Added 6 hours ago
Operations Manager, Scotia iTRADE - Toronto, ON
Scotiabank
Toronto, ON
Provide tactical guidance and specialized knowledge to direct report(s) for development.
Added 6 hours ago
K
Senior Customer Success Manager
KORE
Canada
- $93,772 to $118,738 CAD / year
The Strategic Customer Success Manager is responsible for the customer journey, building loyalty, and developing close, long-term client relationships with our strategic customers. In this…
Added 6 hours ago
K
Customer Success Manager
KORE
Canada
- $90,826 to $111,914 CAD / year
As a Customer Success Manager (CSM) at KORE, you will be the strategic partner and advocate for our assigned customer portfolio, owning the post-sale lifecycle from onboarding through…
Added 6 hours ago
GF
District Sales Representative
Gordon Food Service
Winnipeg, MB
- Full-time
Understand areas of customer focus, including Sales Building, Staffing, Profitability, and Compliance
Added 7 hours ago
T
Enterprise Business Development Representative
TapMango
ON · Toronto, Ontario
- Full-time
About the RoleTapMango is seeking a driven and strategic Enterprise Business Development Representative (BDR) to pioneer our growing mid-market sales…
Added 7 hours ago
Territory Sales Representative
Mettler Toledo
Mississauga, ON
As our Territory Sales Representative, you will be responsible for driving service revenue and expanding our service contract business within Ontario and Western Canada. This includes…
Added 7 hours ago
C
Business Development Representative
Citylitics
Remote, Canada
- $45,000 to $55,000 CAD / year
- Full-time
- Remote
We are seeking an experienced and highly motivated Business Development Representative to join our growing sales team. In this role, you will play a key part in identifying and engaging…
Added 8 hours ago
CI
Business Development Representative
Citylitics Inc.
Toronto, ON
- $45,000 to $55,000 CAD / year
- Full-time
We are seeking an experienced and highly motivated Business Development Representative to join our growing sales team. In this role, you will play a key part in identifying and engaging…
Added 9 hours ago
Field Sales Representative
Fire & Flower Inc.
Saskatoon, SK
The Field Sales Representative is responsible for driving revenue growth by building and maintaining strong customer relationships, identifying new sales opportunities, and delivering…
Added 9 hours ago
IO
Vice President, Global Expansion (FTE)
Invest Ottawa
Ottawa, ON
- Full-time
The VP provides strategic leadership to a high-performing, world-class business development team, leveraging deep knowledge of the commercial and economic development ecosystem to position…
Added 9 hours ago
D
Personal Finance Advisor
Desjardins
QC · Caisse Desjardins de Rouville
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 9 hours ago
D
Market Development Manager
Desjardins
Saint-Jean-sur-Richelieu, QC · Caisse Desjardins du Haut-Richelieu
- Full-time
As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of…
Added 9 hours ago
R
Private Banker
RBC
Calgary, AB
- Full-time
Proven track record of sales success, business development, and effective relationship management in a team environment

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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