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Added 10 mins ago
TC
Service Advisor
Toromont Cat
Sudbury, ON
- Full-time
Toromont Cat is looking for a Service Advisor to join our team in Sudbury! This position will provide technical direction and accountability for scheduling all equipment repairs with both…
Added 10 mins ago
TC
Service Advisor - Mining
Toromont Cat
Sudbury, ON
- Full-time
Toromont Cat is looking for a Service Advisor-Mining to join our team in Sudbury! This position will provide technical direction and accountability for scheduling all equipment repairs with…
Added 10 mins ago
R
Private Banker
RBC
Calgary, AB
- Full-time
…right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 10 mins ago
P
Chef des ventes médicales - Québec et Est du Canada - Medical Sales Account Executive - Quebec and Eastern Canada
Philips
Montreal, QC
- Full-time
Added 10 mins ago
RB
Private Banker
Royal Bank of Canada
Calgary, AB
- Full-time
…right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 10 mins ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
…branch. You will provide administrative support to 2 Investment Advisor teams by ensuring all documentation or requests are done with a high attention to detail. The successful candidate…
Added 10 mins ago
TC
Senior Category Management Specialist
TJX Companies
ON · Mississauga, Ontario
- $76,620 to $107,268 CAD / year
- Full-time
Collaborates with Business Partners to drive value for the business, while maintaining high quality service standards. Ensures key Business Partner alignment and satisfaction. Participates…
Added 24 mins ago
NB
Associate
National Bank of Canada
Quebec, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 24 mins ago
NB
Banking Advisor
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 24 mins ago
NB
Associate
National Bank of Canada
Rivière-du-Loup, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within the team Khalil Advisory Group,…
Added 24 mins ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 25 mins ago
NB
Banking Advisor
National Bank of Canada
Thetford Mines, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 25 mins ago
T
Audit Manager II, Canadian Business Banking and Credit Risk (1242)
TD
Toronto, ON
- Full-time
Act as the audit lead or audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action…
Added 25 mins ago
C
Sr. Financial Advisor CIRO-ID (Urban)
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Toronto, ON
- Full-time
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Added 25 mins ago
Sales Advisor - JP Hyundai
The Jim Pattison Auto Group
Port Coquitlam, BC
…bring a strong work ethic, energy, and a passion for customer…
Added 25 mins ago
DH
Administrative Assistant (Maternity Leave 12-14 months-Full time)
Daeco HR Consulting
Edmonton, AB
- Full-time
…professionalism, efficiency, and a commitment to delivering exceptional service to our esteemed…
Added 39 mins ago
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Advisor, Personal Insurance (New Business)
Navacord
BC · British Columbia, Canada
- $45,000 to $70,000 CAD / year
- Full-time
The Advisor, Personal Insurance plays a crucial role in responding to inbound quote requests for Personal Insurance across various sales channels. The primary objective will be to meet or…
Added 39 mins ago
LV
Seasonal Host
Louis Vuitton
Toronto, ON
- Part-time
This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal ‘advisor’- someone who is seeking to grow their career in a luxury retail…
Added 39 mins ago
P
Chef des ventes médicales - Québec et Est du Canada - Medical Sales Account Executive - Quebec and Eastern Canada
Philips
Montreal, QC
- Full-time
Added 54 mins ago
P
Business Development Manager (Bilingual)
Purpose
Montreal, QC
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 54 mins ago
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Everyday Banking Representative
TEKsystems
Vancouver, BC
- $24 to $25 CAD / hour
- Contract
6 months+ of recent call centre or phone based customer service experience, taking a high volume of calls (40+ per day).
Added 54 mins ago
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Account Manager, Commercial Insurance
Navacord
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
The Account Manager, Commercial Insurance plays a pivotal role in delivering exceptional service to Navacord’s commercial clients. This role is responsible for managing day-to-day client…
Added 54 mins ago
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Contract & Contingent Workforce Analyst
Adecco
Calgary, AB
- $55 to $70 CAD / hour
- Full-time
…insights. The Analyst works closely with the Category Management Advisor to translate approved commercial and contractual requirements into day-to-day operations and with the Contingent…
Added 54 mins ago
Casual Readiness Advisor - Rupertsland
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Edmonton, AB
Working with learners, internal departments, educational partners, and community organizations, the Readiness Advisor provides advising related to admissions, pathways, assessment, transfer…
Added 55 mins ago
Senior Lending Advisor - Spruceland Shopping Centre - Prince George, BC
Scotiabank
Prince George, BC
As a Senior Lending Advisor, you’ll help clients achieve their homeownership goals by delivering expert mortgage advice, strengthening relationships, and driving lending growth.

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

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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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