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Added 4 mins ago
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Child Life Specialist, Child and Youth Therapeutic Services, T7 Medical Inpatient - BC Children’s Hospital
Sanya’k̓ula
Vancouver, BC
- Full-time
…children and youth. The Child Life Specialist functions as a member of Child & Youth Therapeutic Services and as a member of an assigned health care team and in accordance with the…
Added 19 mins ago
Lead Alterations Specialist
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…knowledgeable, and technical expertise and providing superior customer service. Lead Alterations Specialist is a member of the store team and demonstrate the value and qualities of the…
Added 19 mins ago
Operations Supervisor
David's Bridal
Winnipeg, MB
As a member of the management team, you will assist in building and retaining a high performing team, create a consistent environment of world class customer service, and exceed sales plan.…
Added 19 mins ago
DB
Part Time Bridal Sales
David's Bridal
Dartmouth, NS
- Part-time
…them and taking care of them with one of the highest customer service scores in…
Added 19 mins ago
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Part Time Bridal Sales
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…them and taking care of them with one of the highest customer service scores in…
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- 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 19 mins ago
Building Maintenance - Journeyman Plumber/Gas fitter
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310T Heavy Duty Truck & Coach Mechanic/Technician
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Added 1 hour ago
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Part Time Sales Representative | Orchard Park
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Kelowna, BC
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We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 2 hours ago
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2600002720 - Physiotherapist
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- Full-time
…evaluation and with education activities as determined by the service. Other related duties as required. Weekend scheduling may be required. Travel between Lakeridge Health campuses may be…
Added 2 hours ago
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Care Team Assistant - Long Term Care/Veteran's Unit
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- Internship
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Added 2 hours ago
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AZ Cross Border Truck Driver - OTR
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- Full-time
Ability to work independently and as a member of a team Able to work with minimum supervision, Required
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AZ Cross Border Truck Driver - OTR
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London, ON
- Full-time
Ability to work independently and as a member of a team Able to work with minimum supervision required
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AZ- Cross border
Impact Fulfillment Services
Cambridge, ON
- Full-time
Ability to work independently and as a member of a team Able to work with minimum supervision, Required
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Dartmouth, NS
- Part-time
We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer…
Added 4 hours ago
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…Supportive Care Services portfolio the Physiotherapist is a member of a clinical team and collaborates with colleagues to determine team goals and objectives, participates in the evaluation…
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…Supportive Care Services portfolio the Physiotherapist is a member of a clinical team and collaborates with colleagues to determine team goals and objectives, participates in the evaluation…
Added 4 hours ago
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Added 5 hours ago
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OPERATOR-BUILDING
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Added 6 hours ago
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Desjardins

Personal Finance Advisor

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

Full-time

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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

Apply About employer

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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