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Administrative Assistant
MNP
Kelowna, BC
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 2 mins ago
Financial Advisor, Investment & Retirement Planning - College & Grace, Toronto
Scotiabank
Toronto, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 2 mins ago
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Senior Customer Success Manager
KORE
Canada
- $93,772 to $118,738 CAD / year
Act as a consultative IoT advisor, translating KORE’s comprehensive product suite into tailored, high-value solutions that address diverse customer business models.
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Customer Success Manager
KORE
Canada
- $90,826 to $111,914 CAD / year
…expansion opportunities by establishing yourself as a trusted IoT…
Added 2 mins ago
Supply Planner
Nestle Operational Services Worldwide SA
Montreal, QC
…portfolio. This role is critical in enabling high customer service levels by having optimized inventory, while minimizing distribution costs. Acting as a subject matter expert for the…
Added 2 mins ago
Governance and Stakeholder Coordination
Government of Alberta
AB
The Alberta Public Service works to build a stronger province for current and future generations. We make a difference in the lives of Albertans through rewarding career opportunities.
Added 2 mins ago
Sales Representative - Uniform
Cintas
Edmonton, AB
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 2 mins ago
GA
Business Development Manager - HVAC/R
GDI Ainsworth
Sudbury, ON · Greater Sudbury, ON
- $90,000 to $120,000 CAD / year
- Full-time
…Northern Ontario. Along with experience in HVAC/R sales and service, the ideal candidate will possess a wealth of knowledge in mechanical equipment, and strategic multi-discipline,…
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H&M Sales Advisor - [Location]
H&M
Coquitlam, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 2 mins ago
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SaaS Implementation Project Manager
Nakisa
Montreal, QC
- Full-time
The opportunity to grow beyond execution and become a trusted strategic advisor to the enterprise clients who rely on Nakisa’s platform.
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Advisor Part Time
MEC
North Vancouver, BC
- $19.35 to $20.2 CAD / hour
- Part-time
As an Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your real-world…
Added 2 mins ago
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Corporate Ergonomist
Olymel
Boucherville, QC
- Full-time
Reporting to the Director, Ergonomics, you will act as a trusted advisor to multiple facilities, helping reduce musculoskeletal disorders (MSDs) and improve working conditions. Working…
Added 2 mins ago
GA
Client Advisor (FT), AX Chinook Centre
Giorgio Armani
Calgary, AB
- Part-time
…team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of…
Added 2 mins ago
GA
Client Advisor (PT), AX Chinook Centre
Giorgio Armani
Calgary, AB
- Part-time
…team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of…
Added 2 mins ago
CC
Sales Representative - Uniform
Cintas Canada
AB · Edmonton, AB
- Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 16 mins ago
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Senior Tax Advisor
Héroux-Devtek
Longueuil, QC
- Full-time
Ability to act as an advisor to various stakeholders within the organization
Added 16 mins ago
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Client Advisor
Royal Bank of Canada
Prince Albert, SK
- Part-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 16 mins ago
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Financial Advisor
Royal Bank of Canada
St. John's, NL
- Full-time
Added 16 mins ago
VC
Rehabilitation Assistant (Occupational Therapy/Physiotherapy)
Vancouver Coastal Health
Vancouver, BC
- $31.17 to $32.85 CAD / hour
- Temporary
…Health Centre. Apply today to speak to a Talent Acquisition…
Added 16 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 16 mins ago
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Business Development Coordinator - ON
iA Financial Group
Toronto, ON
- Full-time
You will support Advisor onboarding, website user management, and the implementation of national initiatives such as Marketing Allowance, Advantage Program, Advisor segmentation process,…
Added 16 mins ago
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New Business and Policy Service Administrator
iA Financial Group
Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
2-5 years of administrative experience in the life insurance industry, preferably in new business, policy service, or advisor support functions.
Added 16 mins ago
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Distribution Support Specialist
iA Financial Group
Calgary, AB
- Full-time
…consultants, while helping improve responsiveness and the overall advisor…
Added 16 mins ago
HG
H&M Sales Advisor - [Location]
H&M Group
Coquitlam, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 31 mins ago
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Financial Advisor
RBC
St. John's, NL
- Full-time

Desjardins

Personal Finance Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

Full-time

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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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