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Added 13 mins ago
T
Contact Center Representative II- Borrowing Cantonese & Mandarin
TD
Markham, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 13 mins ago
T
Workplace Ambassador
TD
AB
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 13 mins ago
RJ
Associate Advisor/Financial Planner
Raymond James
Waterloo, ON
- Full-time
Minimum 3 years of experience in the investment or wealth management industry including speaking directly with clients and conducting one on one client meetings
Added 28 mins ago
H
Nurse Practitioner
HealthCareersInSask.ca
Macklin, SK
- Full-time
Three years fulltime experience as a Registered Nurse
Added 28 mins ago
CC
Commercial Cleaning Sales Representative
Crystal Clean Maintenance
NS · Halifax Central, Nova Scotia
- Full-time
…janitorial and kitchen cleaning services, generate leads, build client relationships, prepare proposals, and contribute to the company's sales…
Added 28 mins ago
Nurse Practitioner
Winnipeg Regional Health Authority
Winnipeg, MB
Minimum of 2 years experience in Community Health and/or Primary Health Care and/or Public Health and active registration in the College of Registered Nurses of Manitoba in the RN –…
Added 28 mins ago
CF
Bilingual Client Services Representative
CI Financial
Toronto, ON
- Full-time
We are seeking a Bilingual Client Service Representative to join the CI Direct Trading Support team. In this role, you will help self-directed investors navigate their accounts, resolve…
Added 28 mins ago
LA
Client Care Representative (Veterinary Receptionist)
Leslievile Animal Hospital
Toronto, ON
- Full-time
…is looking for a compassionate, organized, and professional Client Care Representative (Veterinary Receptionist) to join our…
Added 43 mins ago
C
Claims Representative I, Property
Co-operators
Calgary, AB · AB · BC · Moncton, NB · Kingston, ON · North Bay, ON · Ottawa, ON · Thunder Bay, ON · Regina, SK · Edmonton, AB
- Full-time
As the Claims Representative I, Property, you will investigate, negotiate and settle service claims for the organization. You will contribute to the organization’s client service culture…
Added 58 mins 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 58 mins ago
Casual- Tenant Support Worker (Cornerstone Supportive Housing Programs)
Connective
Nanaimo, BC
Evaluates client needs and develops short-term plans to meet such needs with the active participation of residents and their families.
Added 1 hour ago
IO
Vice President, Global Expansion (FTE)
Invest Ottawa
Ottawa, ON
- Full-time
…coordinate investment attraction efforts, deliver seamless investor experience and maximize collective economic…
Added 1 hour ago
GF
Sales and Service Representative (Fitness Trainer) - Owen Sound Heritage Place
GoodLife Fitness
Owen Sound, ON
- Part-time
What is a Sales and Service Representative (Fitness Trainer)?
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
QC · Caisse Desjardins de Rouville
- Full-time
…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…
Added 1 hour ago
D
Market Development Manager
Desjardins
Saint-Jean-sur-Richelieu, QC · Caisse Desjardins du Haut-Richelieu
- Full-time
Ensure the quality of services and business relationships, and manage the member/client experience.
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Bécancour, QC · Deschaillons-sur-Saint-Laurent, QC · Caisse Desjardins de Gentilly-Lévrard-Rivière du Chêne
- Full-time
…solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential. You drive…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Sainte-Marie, QC · Caisse Desjardins de La Nouvelle-Beauce
- Full-time
…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…
Added 1 hour ago
C
Financial Services Representative
CIBC
St. John's, NL
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 hour ago
FS
Volunteer & Communications Manager
Fort Saskatchewan Nourishment Centre
Fort Saskatchewan, AB
- Full-time
…in ensuring those volunteers have a positive and rewarding experience while helping the organization achieve its…
Added 1 hour ago
GW
Experience Matter Intelligence Specialist
Gowling WLG
Toronto, ON
- Full-time
The Experience & Matter Intelligence Specialist is responsible for ensuring the Firm's deals, cases, and advisory work are systematically and strategically captured and catalogued. This…
Added 1 hour ago
GW
Experience Matter Intelligence Specialist
Gowling WLG
Ottawa, ON
- Full-time
The Experience & Matter Intelligence Specialist is responsible for ensuring the Firm's deals, cases, and advisory work are systematically and strategically captured and catalogued. This…
Added 1 hour ago
F
French Bilingual Client Service Specialist
Fiserv
Mississauga, ON
- Full-time
…experiences that support everyday commerce and money movement. The Client Service Specialist role supports client service operations by resolving customer and account inquiries across…
Added 1 hour ago
Clinical RAI Specialist (Program Admin Officer 3)
The Government of Nova Scotia
Halifax, NS
Experience with the resident assessment instrument (RAI) and knowledge of client centered care and clinical health assessment would be assets.
Added 1 hour ago
R
Private Banker
RBC
Calgary, AB
- Full-time
…will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash…
Added 1 hour ago
RB
Private Banker
Royal Bank of Canada
Calgary, AB
- Full-time
…will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash…

Desjardins

Personal Finance Advisor

Sainte-Marie, QC, Canada
Caisse Desjardins de La Nouvelle-Beauce, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 21, 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 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

Bachelor's degree in a related field
A minimum of one year 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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-20

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More about this job

Responsibilities

The advisor develops and maintains trusting relationships with clients to provide tailored financial advice and solutions. They drive results by recommending investments, loans, and insurance products while balancing member satisfaction with prudent risk management.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Market trend analysis
Interpersonal savvy
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
Relationship Management
Market Trends
Mutual Fund Representative
Hybrid Work
Customer Service
Financial Strategy
Business Development
Wealth Management

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