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Added 11 mins ago
SM
Diamond Driller
SSR Mining Inc.
Saskatoon, SK
- Full-time
…foundation. With an industry-leading pipeline of projects, strong financial positioning, and talented employees, we look forward to our bright…
Added 27 mins ago
GW
Experience Matter Intelligence Specialist
Gowling WLG
Hamilton, ON
- Full-time
…includes maintaining a high-quality centralized repository of representative work that supports client, growth, and market-facing…
Added 27 mins ago
MC
Business Development Representative
MMM Creative Marketing Solutions
Toronto, ON
- Full-time
Location:** On-site - Toronto Financial District (200 Bay St), Toronto, ON
Added 27 mins ago
CN
Field Sales Representative - Toronto, ON
CHERVON NORTH AMERICA INC
Toronto, ON
- Full-time
The Field Sales Representative will be responsible for the daily management, training, merchandising, and execution of strategic retail partners. The Field Sales Representative will work to…
Added 27 mins ago
Associate
Richardson Wealth Ltd
Calgary, AB
…including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment…
Added 27 mins ago
T
PIA Client Service Associate
TD
St. John's, NL
- Full-time
Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
Added 27 mins ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
Added 27 mins ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
Added 27 mins ago
Central Bank Financial Officer
Manitoba Justice
Winnipeg, MB
Manitoba Justice is seeking a qualified candidate to fill the position of a Central Bank Financial Officer in Winnipeg.
Added 29 mins ago
District Clerk
Natural Resources and Indigenous Futures
Riverton, MB
Maintain financial records including budget tracking and financial reporting.
Added 42 mins ago
D
Client Financial Services Agent
Desjardins
Quebec, QC · Caisse Desjardins de Sillery-Saint-Louis-de-France
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 42 mins ago
D
Market Development Manager
Desjardins
Cacouna, QC · L'Isle-Verte, QC · Rivière-du-Loup, QC · Caisse Desjardins de Viger et Villeray
- Full-time
…strategic and operational management of a team dedicated to selling financial products and services in a specific business line. You build and maintain long-term business relationships with…
Added 42 mins ago
D
Personal Finance Advisor
Desjardins
Mont-Laurier, QC · Caisse Desjardins du Coeur des Hautes-Laurentides
- Full-time
…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…
Added 42 mins ago
CG
Administrative Assistant
Canaccord Genuity Group Inc.
Waterloo, ON
- Full-time
Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client…
Added 42 mins ago
M
Director, Risk Oversight - Group Benefits
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…operations, and the risks that could affect customers, plan sponsors, financial performance, regulatory obligations, and strategic…
Added 56 mins ago
SM
Diamond Driller
SSR Mining Inc.
Saskatoon, SK
- Full-time
…foundation. With an industry-leading pipeline of projects, strong financial positioning, and talented employees, we look forward to our bright…
Added 56 mins ago
FR
Strata Manager
FirstService Residential Canada
Kelowna, BC
- Full-time
…directing employees/contractors within the portfolio and performing financial and administrative…
Added 56 mins ago
R&
Mail Clerk I
Robertson & Company Ltd.
Vancouver, BC
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 56 mins ago
GT
Store Associate (Full-Time)
Giant Tiger
Varennes, QC
- Full-time
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be…
Added 1 hour ago
Senior Project Manager and Project Manager
Municipal and Northern Relations
Winnipeg, MB
Added 1 hour ago
S
OLB Manager, Onboarding, Regulatory & Mailroom - Toronto, ON
Scotiabank
Toronto, ON
- Full-time
Subject matter expert for operational area and representative for business for any technology enhancement initiatives
Added 1 hour ago
Office Administrative Assistant
HealthCareersInSask.ca
Regina, SK
Job Description: Provides a wide range of administrative support and coordination of clerical/financial services to a variety of department(s) and/or program(s) and/or facility(ies).
Added 1 hour ago
SM
Mechanic, Heavy Duty
SSR Mining Inc.
Saskatoon, SK
- Full-time
…foundation. With an industry-leading pipeline of projects, strong financial positioning, and talented employees, we look forward to our bright…
Added 1 hour ago
AC
Deposit Services Representative I (Full-Time, Permanent) 1536 Regent
Access Credit Union
Winnipeg, MB
- Full-time
The Deposit Service Representative is responsible for providing various account, deposit and investment services to new and existing members. This position is also responsible for…
Added 1 hour ago
Warehouse Associate
Sonepar
Edmonton, AB

Desjardins

Personal Finance Advisor

Blainville, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 14, 2026
Posting language: English
Posted: Nov 6, 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. 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

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

Interpersonal Savvy

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

2026-11-13

Apply About employer

More about this job

Responsibilities

You will build and maintain trusting relationships with clients to provide personalized financial advice and solutions that meet their specific goals. Additionally, you will manage business relationships, assess service quality, and collaborate with experts to design integrated financial strategies.

Requirements

Candidates must possess a college diploma in a related field and 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
Interpersonal savvy
Strategic planning
Market trend analysis
Customer satisfaction
Financial services
Communication

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Relationship Management
Mutual Fund Representative
Financial Planning
Client Satisfaction
Strategic Planning
Market Trends
Hybrid Work
Defined Benefit Pension Plan
Telemedicine

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