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Added 8 mins ago
T
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 8 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Calgary, AB
- Part-time
Real Canadian Superstore #25 - 100 Country Village Rd NE, Calgary, AB is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating…
Added 8 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Calgary, AB
- Part-time
Real Canadian Superstore 3575 20 Ave NE, Calgary, AB is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming…
Added 8 mins ago
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Team Lead - Inventory Control
Skechers
Surrey, BC · Canada: Distribution Center (DC)
- $25 CAD / hour
- Full-time
Support product restock, slotting, and inventory maintenance to achieve service levels and minimize stock-outs or misplacements.
Added 8 mins ago
RS
310T Heavy Duty Truck & Coach Mechanic/Technician
Ryder Supply Chain Solutions
Kitchener, ON
- Full-time
Other support duties as required to support operations. These could include but are not limited to service island support.
Added 23 mins ago
T
Financial Planner
TD
Toronto, ON
- Full-time
Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
Added 23 mins ago
Outreach Worker (Nanaimo CLBC)
Connective
Nanaimo, BC
…participants in their homes and in the community, provide wrap around support, and engage with participants in setting and achieving their goals. The outreach worker is a valued part of the…
Added 23 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 23 mins ago
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Wealth Management Advisor
Desjardins
Mirabel, QC · Caisse Desjardins de l'Envolée
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 23 mins ago
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Financial Services Representative
CIBC
Toronto, ON
- 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 23 mins ago
C
Financial Service Representative
CIBC
Okotoks, AB
- 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 23 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 23 mins ago
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Customer Service Representative - Mandarin Speaker
BMO
Toronto, ON
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 23 mins ago
B
Customer Service Representative
BMO
Toronto, ON
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 23 mins ago
B
DIRECTOR, GOVERNMENT FUNDS - Montreal, Ottawa & Toronto
BDC
Toronto, ON · Ottawa, ON · Montreal, QC
- Full-time
…totalling $1.2B AUM are designed to crowd in private capital and support fund managers across the Canadian venture capital asset…
Added 23 mins ago
GF
Local Class 5 Delivery Driver (Nights)
Gordon Food Service - Canada
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Presents a positive image to Gordon Food Service (GFS) customers through courteous, on-time, and accurate deliveries of GFS products. Serves as liaison between GFS management and customers.…
Added 23 mins ago
TH
Merchandising Execution Associate Part Time (COLLINGWOOD)
The Home Depot Canada
Collingwood, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 23 mins ago
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Manager, Identity and Access Management
Bombardier
Mississauga, ON
- $98,600 to $154,900 CAD / year
- Full-time
…issues before they surface and driving internal stakeholders and support organizations to design, deploy, and operate identity systems in line with business…
Added 23 mins ago
NC
Manager, Business Analysis
NAV CANADA
Ottawa, ON
- Part-time
Perform cost allocation and related financial analyses that support organizational planning and customer service charge assessments.
Added 23 mins ago
TH
Merchandising Execution Associate Part -Time - 7086 Winnipeg Southwest
The Home Depot Canada
Winnipeg, MB
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 38 mins ago
Territory Sales Representative
Mettler Toledo
Mississauga, ON
As our Territory Sales Representative, you will be responsible for driving service revenue and expanding our service contract business within Ontario and Western Canada. This includes…
Added 38 mins ago
AA
Sales Pro
Advance Auto Parts
Whitby, ON
- $19.75 to $23.7 CAD / hour
- Full-time
Best in class customer service and DIY issue resolution
Added 38 mins ago
AA
Assistant general manager
Advance Auto Parts
Fredericton, NB
- $20.1 to $25.6 CAD / hour
- Full-time
Achieve personal / store sales goals and service objectives
Added 38 mins ago
AA
Commis aux pièces
Advance Auto Parts
Louiseville, QC
- Full-time
Vous souhaitez combiner votre passion pour l’automobile avec votre désir d’offrir le meilleur service à la clientèle? Nous avons ce qu’il vous faut. Chez CARQUEST, notre objectif est d’être…
Added 38 mins ago
SI
Driver
Staples Inc.
Mississauga, ON
- Full-time
…schedule and quality standards. Provide outstanding delivery service to customers and accept product returns as required. Delivery vehicle and all necessary equipment provided by…

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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