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Added 25 mins ago
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Data Architecture Advisor
Alithya
QC · QC, Canada
- Full-time
Added 55 mins ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…a supportive and inter-professional team, you will provide quality care for clients and help them live an active life as they reintegrate into the community. This new model of health care…
Added 55 mins ago
UL
Canada Impact+ Emerging Leader Professor in Computational Design and Engineering of Proteins
Université Laval
Quebec, QC
- Full-time
Have demonstrated emerging global excellence in research through high-quality publications.
Added 55 mins ago
Surveyor - MEC & Existing Ship Surveys
Lloyds Register
Halifax, NS
Produce deliverables within agreed parameters, adhering to defined formats, and meeting deadlines, budget, and quality standards.
Added 1 hour ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
…reflects our promise of delivering reliable, customer focused, and quality driven…
Added 1 hour ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Radville, SK
- Full-time
…that reflects our promise of reliable, customer‑focused, and quality‑driven…
Added 1 hour ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Estevan, SK
- Full-time
…that reflects our promise of reliable, customer‑focused, and quality‑driven…
Added 2 hours ago
OI
Continuing Care Assistant (CCA) Program Manager
Oxford International
Halifax, NS
- $100,000 to $800,000 CAD / year
- Full-time
Along with the managerial team you will supervise (Practicum Placement Coordinator, Program Advisor, and Lead Instructor), you will oversee all aspects of program operations, including…
Added 2 hours ago
NB
Senior Advisor Cybersecurity
National Bank of Canada
Montreal, QC
- Temporary
A career as a Senior Cybersecurity Advisor in
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 2 hours ago
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 2 hours ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
Act as a trusted advisor by providing strategic financial guidance and leading complex real estate financing transactions from origination through execution.
Added 2 hours ago
NB
Senior Advisor Regulatory Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Chief Advisor in the Prudential Standards and Oversight Office at National Bank means playing a central role in strengthening the Bank’s prudential risk governance, regulatory…
Added 3 hours ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 7 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…values. We are dedicated to offering our customers the highest quality products and services and are looking for people with the inspiration and talent to develop with us as we pursue our…
Added 8 hours ago
Technical Advisor - Travel Canada (m/f/d)
Nordex Group
AB
The role of Technical Advisor directly supports the company’s mission to develop and deliver clean power plants that make 100% renewable energy a reality for the world. The Technical…
Added 9 hours ago
MS
Organizational Dashboard Director
Morgan Stanley
Montreal, QC
- Full-time
…large-scale datasets through robust validation, monitoring, and quality control…
Added 10 hours ago
EL
Beauty Advisor (Freelance/On-Call) - Jo Malone London - PT Seasonal - Pacific Centre, Vancouver, BC
Estée Lauder Companies
Vancouver, BC
- Full-time
The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of…
Added 10 hours ago
EL
Beauty Advisor (Freelance/On-Call) - Jo Malone London - PT Seasonal - Chinook Centre, Calgary, AB
Estée Lauder Companies
Calgary, AB
- Full-time
The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of…
Added 11 hours ago
P
Product Support Specialist
Pigment
Toronto, ON
- Full-time
As a Product Support Specialist at Pigment, you will play a critical role in delivering an exceptional customer experience by serving as a trusted technical advisor and advocate.
Added 11 hours ago
EL
Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - PT Seasonal - Metropolis - Burnaby BC
Estée Lauder Companies
Burnaby, BC
- Full-time
The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of…
Added 13 hours ago
DG
Technician
Dilawri Group of Companies
Calgary, AB
- Full-time
Maintaining a high quality of workmanship, diagnostics and maintenance repair as per required standards.
Added 13 hours ago
RG
Vice-président(e), tarification / VP, Underwriting
Reinsurance Group of America, Incorporated
Toronto, ON · Montreal, QC · Canada, Toronto, RGA Re
- Full-time
Added 13 hours ago
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Americas Marketing Lead - Transport
Arup
Toronto, ON
- Full-time
…and protect our reputation, deepen client relationships, win quality work, and attract top talent. This role will be key in achieving our strategic market and client ambitions. We are…
Added 13 hours ago
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HS&E Advisor
Ledcor
Calgary, AB · Edmonton, AB · Fort McMurray, AB · La Loche, SK · Regina, SK · Saskatoon, SK
- Full-time
You are an experienced Health & Safety Advisor who consistently conveys professional judgment and can build effective relationships across all levels. You will play a key role in the…

Closed listing

Desjardins

Personal Finance Advisor, Assigned Clientele

Laval, QC, Canada
Caisse Desjardins des Grands boulevards de Laval, 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: Oct 9, 2026
Posting language: English
Posted: Oct 1, 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

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

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

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