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Added 4 mins ago
H
Registered Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 4 mins ago
H
Clinical Research Associate
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 4 mins ago
ID
Call Centre Agent - Work at Home
Inspire Direct Marketing
Remote, Canada
- $20 to $24 CAD / hour
- Full-time
- Remote
If you are a mature sales or call centre customer service representative, come join our team of professional fundraising agents to elevate your career and use your skills to help make our…
Added 4 mins ago
M
Senior Manager, Operational Resilience
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during th
Added 4 mins ago
Financial Advisor, Investment & Retirement Planning - College & Grace, Toronto
Scotiabank
Toronto, ON
Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
Added 4 mins ago
Operations Manager, Scotia iTRADE - Toronto, ON
Scotiabank
Toronto, ON
Subject matter expert for operational area and representative for business for any technology enhancement initiatives
Added 4 mins ago
HI
Senior Compliance and Licensing Specialist
HUB International
Toronto, ON · Montreal, QC · Chilliwack, BC · Vancouver, BC · Calgary, AB
- Full-time
Oversee the provincial renewal of the Designated Representative and Nominees for EB&R across all Canadian provinces, and support similar processes for other lines of business as needed.
Added 4 mins ago
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Senior Customer Success Manager
KORE
Canada
- $93,772 to $118,738 CAD / year
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 accommodations may be…
Added 4 mins ago
K
Customer Success Manager
KORE
Canada
- $90,826 to $111,914 CAD / year
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 accommodations may be…
Added 4 mins ago
GF
Local Class 5 Delivery Driver (Nights)
Gordon Food Service
Rocky View No 44, AB · Rocky View County Calgary-Alberta-CGY
- Full-time
…customers and the public. Must pass the required sales service representative physical ability test for area…
Added 4 mins ago
Operations Coordinator
Gibson Energy
Edmonton, AB
…preparing equipment for maintenance, Operations commissioning representative for new projects and assists with Operations training and…
Added 4 mins ago
GF
District Sales Representative
Gordon Food Service
Winnipeg, MB
- Full-time
Added 4 mins ago
Sales Representative - Uniform
Cintas
Edmonton, AB
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 4 mins ago
CC
AP Associate
Crane Carrier (Canada) Limited
AB · Alberta, Canada
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the primary duties of this job. Reasonable accommodations may be…
Added 4 mins ago
WC
Clinical Extern - Professional Practice
Women's College Hospital
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The responsibilities described above are representative and are not to be construed as all-inclusive.
Added 4 mins ago
CG
Visitor Services Representative Part Time, at Assiniboine Park Conservancy
Compass Group Canada
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Part-time
Reporting to the Manager, Visitor & Retail Services, the Visitor Services Representative (VSR) will work within our various customer-service outlets in the park, including the Zoo,…
Added 4 mins ago
GF
District Sales Representative
Gordon Food Service - Canada
Winnipeg, MB
- Full-time
Added 4 mins ago
CG
Retail Services Representative Part Time at Assiniboine Park
Compass Group Canada
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Part-time
Reporting to the Manager, Visitor & Retail Services, the Retail Service Representative (RSR) will work within our various retail outlets in the Park, including the Zoo and the spectacular…
Added 4 mins ago
ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Sault Ste. Marie, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our Burford Ontario location.
Added 4 mins ago
GF
Local Class 1 Delivery Driver
Gordon Food Service - Canada
Grande Prairie, AB
- Full-time
…customers and the public. Must pass the required sales service representative roa test for area…
Added 4 mins ago
TC
Executive Assistant
The City of Belleville
Belleville, ON
- Full-time
Added 4 mins ago
MI
AVP HR Service Delivery & Technology
Mackenzie Investments
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Added 4 mins ago
CS
Procurement Officer
Canadian Security Intelligence Service (CSIS) | Service canadien du renseignement de sécurité (SCRS)
Gatineau, QC
- Full-time
If you need accommodations during the recruitment process, please mention it to the HR representative.
Added 4 mins ago
JM
Senior Environmental Designer - Healthcare
Jack Morton Worldwide
Oakville, ON
- Full-time
Added 4 mins ago
WS
Youth Service Manager
WCG Services
Toronto, ON
- Full-time
WCG is strengthened by diversity. We are committed to achieving a workplace that is equitable and representative of Canada’s diverse population. We actively work to attract, develop, and…

Desjardins

Personal Finance Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 24, 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
Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Available to work one evening per week until 8:00 p.m. and on Saturdays on a rotating basis

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

2026-11-23

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and integrated strategies. Your role involves driving results through the recommendation of investments, loans, and insurance products while ensuring sound 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, along with proficiency in both English and French.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Market trend analysis
Interpersonal skills
Action oriented
Customer focus
Financial strategy

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
Mutual Fund Representative
Financial Strategy
Market Trends
Hybrid Work
Customer Service
Financial Planning
Banking

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