Find work in Canada.

317,310 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 13 mins ago
Installation Specialist / Spécialiste de l'installation
TD SYNNEX North America
ON · Ontario, Canada
Full-time
…technology vendors, collaborate with talented professionals, and contribute to solutions that help customers achieve their business goals. We are committed to fostering an inclusive…
Added 13 mins ago
Banking advisor
National Bank of Canada
Campbellton, NB
Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 13 mins ago
Banking advisor
National Bank of Canada
Lethbridge, AB
Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 13 mins ago
Senior Advisor (Conquest Planning) Financial Planning Support Team
National Bank of Canada
Montreal, QC
Full-time
tools to enhance advisor effectiveness and client outcomes.
Added 13 mins ago
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 13 mins ago
Advisor in the Counterparty Documentation Center
National Bank of Canada
Montreal, QC
Full-time
National Bank values continuous learning and internal mobility. You’ll have access to personalized development programs grounded in practical learning to help you deepen your expertise and…
Added 1 hour ago
Supervisor, Learning
Co-operators
AB · NB · ON · Quebec, QC
Full-time
Providing day-to-day leadership, coaching, and performance management to a team of learning professionals, including goal setting, development planning, recognition, and timely resolution…
Added 1 hour ago
Equity Research Database & Development Associate
BMO Capital Markets
Toronto, ON
Full-time
We are seeking a highly motivated Database and Development Associate to join our Equity Research Production team, to deliver Global Equity Products systems/reporting/analytics/CRM support…
Added 1 hour ago
Equity Research Database & Development Associate
BMO Capital Markets
Montreal, QC
Full-time
We are seeking a highly motivated Database and Development Associate to join our Equity Research Production team, to deliver Global Equity Products systems/reporting/analytics/CRM support…
Added 1 hour ago
Equity Research Database & Development Associate
BMO Capital Markets
Toronto, ON
Full-time
We are seeking a highly motivated Database and Development Associate to join our Equity Research Production team, to deliver Global Equity Products systems/reporting/analytics/CRM support…
Added 1 hour ago
Senior Communications Advisor
Government of Yukon
Whitehorse, YT
Full-time
The French Language Services Directorate is seeking a collaborative and solution-focused project lead to support the development of a government-wide strategy for strengthening bilingual…
Added 2 hours ago
Part Time Member Advisor
Affinity Credit Union
Humboldt, SK · St. Brieux, SK · Watson, SK · Saint Brieux, SK
Part-time
Growth: You proactively seek opportunities for learning and personal development, with the goal of building a career in financial services.
Added 4 hours ago
Safety Consultant - EPL Safety & Security, Employee Experience
City of Edmonton
AB
Contributing to the development and updating of safety training materials, guides, and job aids.
Added 4 hours ago
RN Clinical Mentor - Emergency
Fraser Health
Abbotsford, BC
Part-time
Facilitates staff learning and development by role modeling best practice nursing skills and related competencies. Promotes skill development and clinical decision making, answering…
Added 4 hours ago
Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
Full-time
…growth strategy, operating model transformation, distribution and advice effectiveness, operational improvement, customer and advisor experience, cost optimization, business architecture,…
Added 5 hours ago
Business Advisor
City of Saint John
Saint John, NB
Full-time
Supporting employee development, training, quality assurance and continuous learning initiatives;
Added 6 hours ago
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 6 hours ago
Advisor, Communications
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
Full-time
As a communications advisor, you help promote the organization’s projects, policies and programs by designing and developing communications and sharing them within Desjardins Group and with…
Added 6 hours ago
Personal Finance Advisor
Desjardins
Levis, QC · Caisse Desjardins de Lévis
Full-time
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…
Added 8 hours ago
Credit Sales Advisor - Windsor
Kognitive Sales Solutions
Windsor, ON
Part-time
Fully paid, structured training from day one plus ongoing coaching and skill development
Added 8 hours ago
Credit Sales Advisor - Windsor Travel
Kognitive Sales Solutions
ON · Essex, Ontario
Part-time
Fully paid, structured training from day one plus ongoing coaching and skill development
Added 8 hours ago
Credit Sales Advisor - Windsor Travel
Kognitive Sales Solutions
Chatham-Kent, ON · Blenheim, Ontario
Part-time
Fully paid, structured training from day one plus ongoing coaching and skill development
Added 8 hours ago
Credit Sales Advisor - Windsor Travel
Kognitive Sales Solutions
Amherstburg, ON
Part-time
Fully paid, structured training from day one plus ongoing coaching and skill development
Added 8 hours ago
Credit Sales Advisor - Windsor Travel
Kognitive Sales Solutions
Chatham-Kent, ON · Chatham, Ontario
Part-time
Fully paid, structured training from day one plus ongoing coaching and skill development
Added 8 hours ago
Credit Sales Advisor - Windsor Travel
Kognitive Sales Solutions
Leamington, ON
Part-time
Fully paid, structured training from day one plus ongoing coaching and skill development

Desjardins

Personal Finance Advisor, Assigned Clientele

Laval, QC, Canada
Caisse Desjardins des Grands boulevards de Laval, Canada

Job type: Full-time
Apply by: Oct 9, 2026
Posting language: English
Posted: Oct 1, 2026

Apply About employer

Applications open in a new tab.

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 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

Knowledge of current financial, economic, political and legislative events
Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)
Knowledge of tax, financial and succession issues for individuals and business owners
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse Desjardins business processes
Knowledge of service standards
Knowledge of techniques used to assess and monitor individual financing applications

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

2026-10-8

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide personalized financial advice and financing solutions. They manage individual and business portfolios while ensuring profitability, risk management, and high service standards.

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 strong knowledge of financial products and market trends.

Skills

Financial advising
Relationship management
Financing solutions
Credit authorization
Risk management
Customer satisfaction
Debt management
Market analysis
Tax planning
Succession planning
Interpersonal savvy
Sales
Compliance
Financial analysis
Business development

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
Financing
Loans
Insurance
Credit Authorization
Risk Management
Mutual Fund Representative
AMF
Desjardins
Debt Management
Tax Issues
Succession Planning
Market Trends
Business Development
Client Satisfaction
Financial Cooperatives
Compliance
Financial Analysis
Relationship Management

Report this job