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Added 10 mins ago
SI
Senior Actuarial Analyst
Sovereign Insurance
Toronto, ON · Montreal, QC
- Full-time
…initiatives. You will work collaboratively with actuarial teams and business partners to support actuarial projects to ensure the profitability of property and casualty (P&C) lines of…
Added 10 mins ago
MN
Vice President, Electrical
Modern Niagara
Ottawa, ON · Vaughan, ON
- Full-time
The Vice President of Electrical is key to Modern Niagara’s ability to grow its Electrical business profitably, strengthen client relationships, and expand into new markets. By aligning…
Added 10 mins ago
MC
Corporate Communications Specialist
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- $59,800 to $85,000 CAD / year
- Full-time
…content lifecycle, search and discoverability, working with business content owners and technology partners to maintain trusted, AI-ready…
Added 10 mins ago
H
Senior Financial Analyst, R&D
Hexagon
Calgary, AB
- Full-time
R&D is where NovAtel's future revenue is built and represents one of the largest investment decisions the business makes each year. Hexagon's Autonomous Solutions division is looking for a…
Added 10 mins ago
A
Assistant Director, People & Culture
AccorHotel
Jasper, AB
- Full-time
Three years of People & Culture experience in a business partnering or management role is required.
Added 10 mins ago
RB
Director & Principal Engineer, AI/ML & MLOps Platform
Royal Bank of Canada
Vancouver, BC
- Full-time
Partner Cross-Functionally: Work closely with data scientists, business leaders, and IT teams to understand needs and translate them into technical solutions. Your first set of prominent…
Added 10 mins ago
RB
Relationship Manager, Business Markets
Royal Bank of Canada
Toronto, ON
- Full-time
You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC’s…
Added 10 mins ago
RB
Branch Operations Assistant
Royal Bank of Canada
Victoria, BC
- Full-time
Ability to complete duties independently seeking out own answers and solutions
Added 10 mins ago
Sr. Technical Account Manager - Media Specialist, Strategic Industries
Amazon
Calgary, AB
AWS Applied AI Solutions (AAIS) is building toward a future where every business innovates with Amazon AI teammates. To get there, we build AI solutions that improve human capabilities and…
Added 10 mins ago
Software Development Engineer III, Intelligent Cloud Hosting (ICON)
Amazon
Vancouver, BC
…operations. You will be influencing your team's technical and business strategy by making insightful contributions to team priorities and approach. You will work side-by-side and…
Added 10 mins ago
Software Development Engineer II, Intelligent Cloud Hosting (ICON)
Amazon
Vancouver, BC
…services. You will be influencing your team’s technical and business strategy by making insightful contributions to team priorities and approach. You will work side-by-side and collaborate…
Added 10 mins ago
Software Development Engineer II, Intelligent Cloud Hosting (ICON)
Amazon
Vancouver, BC
…services. You will be influencing your team’s technical and business strategy by making insightful contributions to team priorities and approach. You will work side-by-side and collaborate…
Added 10 mins ago
PC
Workforce Transformation Manager (HR Transformation)
Pwc Canada
Ottawa, ON
- Full-time
…of understanding of organisational and workforce consulting solutions across topics such as workforce strategy, talent development, rewards, organisational design to improve employee…
Added 10 mins ago
C
UX Copywriter (French Services) (Telework/Hybrid)
CBC/Radio-Canada
Montreal, QC
- Part-time
Provide innovative UX and writing solutions that take into account all UX/technological issues and business strategies.
Added 26 mins ago
EC
Future Leaders Program – Management Trainee
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Charlottetown, PE
- $52,500 CAD / year
- Full-time
Launch Your Career. Learn the Business. Lead Your Own Team.
Added 26 mins ago
E
Technical Service Representative
Epiroc
Rouyn-Noranda, QC
- Full-time
We succeed in our core business because we are passionate innovators with courage to change. With collaboration and mutual confidence, teams and individuals trust and support each other’s…
Added 26 mins ago
PQ
Family Office Associate
Prime Quadrant
Toronto, ON
- $60,000 to $75,000 CAD / year
- Full-time
We are looking for a highly organized, client-focused professional to join our Family Office Solutions team as a Family Office Associate. In this role, you will play a key part in…
Added 26 mins ago
C
Consultant, Product Delivery
CIBC
Toronto, ON
- Full-time
…solution design and technology teams to validate that proposed solutions align to business requirements, target state objectives, and expected client outcomes. Support execution by helping…
Added 26 mins ago
W
Inside Sales Manager
Worley
AB · Edmonton, AB
- Full-time
…they meet today's needs and transition to more sustainable…
Added 26 mins ago
DG
Senior Manager, Privately Held Business Group
Doane Grant Thornton LLP
AB · Edmonton, AB
- Full-time
Provide solutions to our clients for accounting matters and work with them for growth in current business and financial conditions
Added 26 mins ago
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Inside Sales Manager
Worley
Sarnia, ON
- Full-time
…they meet today's needs and transition to more sustainable…
Added 26 mins ago
SS
Project Manager - Operations & Logistics (12 Month Contract)
Summit Search Group
Toronto, ON · North York, ON
- $70,000 to $80,000 CAD / year
- Contract
Identify project risks, dependencies, resource requirements, and potential delays, and proactively develop solutions.
Added 26 mins ago
L
Senior Embedded Software Developer
Lumentum
Ottawa, ON
- Full-time
We're committed to bringing passion and customer focus to the business.
Added 26 mins ago
W
Inside Sales Manager
Worley
Oakville, ON
- Full-time
…they meet today's needs and transition to more sustainable…
Added 26 mins ago
JG
Data Engineer With Metadata Management - 9+ Years
J2B Global LLC
Mississauga, ON
- Full-time
- Collaborate with architects, business analysts, and cross-functional engineering teams to understand requirements and deliver solutions.

Desjardins

Personal Finance Advisor

Mont-Laurier, QC, Canada
Caisse Desjardins du Coeur des Hautes-Laurentides, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Feb 7, 2027
Posting language: English
Posted: Nov 6, 2026

Original job description

The work mode arrangement for the position is full-time on site.

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

College diploma in a related field
A minimum of three 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

Drive results, 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)

CAISSE DU COEUR DES HAUTES-LAURENTIDES (30117 / Conv_Col_00077) (2019-11-06 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2027-02-6

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More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide tailored financial advice and solutions. They manage business relationships, drive results through product recommendations, and ensure sound risk management while representing the organization in the community.

Requirements

Candidates must hold a college diploma in a related field and possess at least three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is required, along with proficiency in French.

Skills

Financial advising
Relationship management
Investment recommendation
Loan advisory
Insurance product knowledge
Risk management
Interpersonal savvy
Market trend analysis
Client satisfaction
Financial strategy development
Community outreach

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Reimbursement of 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 Strategy
Market Trends
Community Outreach
Defined Benefit Pension
Telemedicine
Desjardins

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