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Added 1 hour ago
AT
Warehouse Representative | Winnipeg, MB
Ames Tile & Stone
Winnipeg, MB
- Full-time
…commitment shows up every day on the warehouse floor. As a Warehouse Representative, you will play an essential role in keeping our distribution centre running smoothly while helping ensure…
Added 1 hour ago
AT
Warehouse Representative | Winnipeg, MB
Ames Tile & Stone
Winnipeg, MB
- Full-time
…commitment shows up every day on the warehouse floor. As a Warehouse Representative, you will play an essential role in keeping our distribution centre running smoothly while helping ensure…
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 3 hours ago
NS
Registered Nurse - Emergency Department
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Part-time
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 3 hours ago
NS
Registered Nurse - Critical Care
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Part-time
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 3 hours ago
NS
Nurse Practitioner - Primary Health Care
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Full-time
…areas. The NP partners with and complements other members of the health care team for the achievement of person and family-centered care. The NP as the most responsible healthcare provider…
Added 3 hours ago
IH
X Ray Technologist
Interior Health Authority
Cranbrook, BC
- Part-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 5 hours ago
SM
Clinical Coordinator – Abbotsford, BC
Snore MD
Abbotsford, BC
- Full-time
Snore MD is more than a workplace. It’s a community built on care, collaboration, and purpose.
Added 5 hours ago
SC
Produce Clerk
Safeway Canada
Terrace, BC
- Full-time
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 6 hours ago
Produce Clerk
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Terrace, BC
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 9 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
Health and wellness program, including many options
Added 9 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
Health and wellness program, including many options
Added 9 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 9 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 9 hours ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 9 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 12 hours ago
NB
Banking Advisor
National Bank of Canada
Granby, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…

Closed listing

Desjardins

Personal Finance Advisor, Assigned Clientele

Montreal, QC, Canada
Caisse Desjardins des Transports, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Sep 18, 2026
Posting language: English
Posted: Sep 11, 2026

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Original job description

Archived listing. The details below describe a past opening.

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 provide financing solutions for affluent individuals and businesses. Interpersonal savvy is therefore essential. You drive results by recommending loans and insurance products. You serve as a financing expert advisor and resource person. You ensure that cross-sector strategies are applied to financing and authorize credit in accordance with established rules. 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
Intermediate 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

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

2026-09-17

About employer

More about this job

Responsibilities

You will develop and maintain lasting business relationships by providing personalized financial advice and financing solutions to members and clients. Additionally, you will manage business relationships, assess service quality, and collaborate with experts to design integrated financial strategies.

Requirements

The position requires a bachelor's degree in a related field and at least one year of relevant experience. Candidates must also hold a mutual fund representative certificate and possess intermediate to advanced proficiency in English.

Skills

Financial advising
Relationship management
Financing solutions
Credit authorization
Risk management
Customer satisfaction
Market trends analysis
Interpersonal savvy
Action oriented
Customer focus
Drive results
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
Loans
Insurance Products
Credit Authorization
Risk Management
Mutual Fund Representative
Financial Planning
Business Development
Client Relations
Hybrid Work
Banking
Wealth Management

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