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Added 1 hour ago
R
Financial Advisor
RBC
New Westminster, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 hour ago
Strategic Management Lead
City of Edmonton
AB
…to shape the future of Edmonton. You will serve as a trusted advisor to senior leadership, developing the City’s Enterprise Performance Management system and leading implementation of…
Added 2 hours ago
B
Building Science Engineer
BPA
Montreal, QC
- Full-time
Act as a technical advisor or consultant in matters involving litigation, construction deficiencies, or latent defects.
Added 2 hours ago
T&
Senior Consultant, Infrastructure Cost & Commercial (Senior Estimator/QS)
Turner & Townsend
Toronto, ON
- Full-time
…projects and are comfortable operating as a consultant and trusted advisor to clients and…
Added 2 hours ago
D
Senior investigations advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As senior investigations advisor, you help apply tactics, techniques and procedures for investigations, inquiries, liaisons and information to a wide range of administrative and security…
Added 2 hours ago
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Senior Advisor, Operational efficiency
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior operational efficiency advisor, you help design and improve business processes and operations based on business models and organizational structures to boost operational…
Added 2 hours ago
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Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 2 hours ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 2 hours ago
C
Mortgage Solutions Advisor, Remote - Bilingual
CIBC
Montreal, QC
- Full-time
As a Mortgage Solutions Advisor you will play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Your…
Added 2 hours ago
C
Executive Director, Global Markets Trading & Financing - Business Management
CIBC
Toronto, ON
- Full-time
…Resource Management (FRM) businesses. You will act as a strategic advisor to business leadership and as the principal liaison between the front office and partners across CIBC to ensure…
Added 3 hours ago
Labour Relations Manager
Hydro One Networks Inc
Toronto, ON
…Manager is able to effectively influence others and act as a key advisor within Human Resources and to other business units, providing strategic problem solving and risk analyses. The LR…
Added 3 hours ago
C
Director of Health, Safety & Environment
Clutch
Mississauga, ON
- Full-time
Reporting to the CEO, you will be the senior HSE authority for the business and a trusted advisor to the executive team. You will lead the implementation of a Safety Management System,…
Added 3 hours ago
EL
Beauty Advisor - Mac Cosmetics - Oncall/Freelance -Tsawwassen Mills
Estée Lauder Companies
Delta, BC
- Full-time
Added 5 hours ago
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Senior Solutions Architect
Jobgether
Canada
- Full-time
Partner with Account Executives to develop account strategies, plan and execute customer engagements, communicate the product value proposition, and establish trusted advisor relationships.
Added 6 hours ago
Director of Health, Safety & Environment
Clutch Technologies Inc.
Mississauga, ON
Reporting to the CEO, you will be the senior HSE authority for the business and a trusted advisor to the executive team. You will lead the implementation of a Safety Management System,…
Added 7 hours ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Experience servicing John Deere equipment and using Service Advisor software preferred.
Added 7 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Redvers, SK
- Full-time
Computer skills required, Service Advisor and/or Service Center an asset.
Added 7 hours ago
HC
Manager, Operations & Technology
Hotels Canada
Ottawa, ON
- Full-time
Act as a trusted advisor and problem-solver for operational and technology-related challenges.
Added 7 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…you will be providing administrative and office support for Advisor(s) practices to enable them to achieve sales and service…
Added 7 hours ago
TW
Third Party Management Advisor
Thrive Wealth Management
Regina, SK
- Full-time
We’re looking for a collaborative and adaptable professional to come on board as our Third-Party Management (TPM) Advisor. In this role, you will help to design, implement and strengthen…
Added 7 hours ago
TW
Financial Advisor, Investments
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a full-time Financial Advisor, Investments at Kensington Branch, Saskatoon, SK, you will be responsible for understanding the financial goals of your assigned portfolio of members and…
Added 7 hours ago
TW
Financial Advisor - Temporary
Thrive Wealth Management
Whitewood, SK
- Full-time
As a temporary Financial Advisor in Whitewood for a 14-month contract, you are responsible for understanding our members’ financial goals and supporting their achievement through the…
Added 7 hours ago
TW
ON HOLD - Financial Services Advisor II
Thrive Wealth Management
Indian Head, SK
- Full-time
As a full-time Financial Services Advisor II (FSA II), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 7 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Regina, SK
- Part-time
Added 7 hours ago
TW
Member Advisor
Thrive Wealth Management
Macklin, SK
- Full-time
…financial services. We are looking to fill a temporary Member Advisor position with an end date of September 1,…

Desjardins

Personal Finance Advisor, Assigned Clientele

Montreal, QC, Canada
Caisse Desjardins du Cœur-de-l'Île, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 14, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

As a personal finance advisor - assigned clientele, you help develop and maintain 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. In support of your advisor colleagues, you handle the financing and insurance needs of members and clients. You seize opportunities by providing members and clients with advice and support to optimize how available new technologies and different distribution channels are used, while protecting their interests and keeping them happy. Interpersonal savvy is therefore essential. You drive results by recommending and selling 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:

Help members and clients set goals and advise them on the best strategies.
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 be present 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

College diploma in a related field
A minimum of two years 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

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

2026-11-13

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More about this job

Responsibilities

You will build and maintain trusting relationships with clients by providing personalized financial advice and integrated strategies to meet their goals. Additionally, you will manage financing and insurance needs while balancing client satisfaction with business objectives and risk management.

Requirements

Candidates must hold a college diploma in a related field and possess at least two years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Financial advising
Relationship management
Sales
Insurance products
Loan products
Risk management
Customer satisfaction
Interpersonal savvy
Action oriented
Customer focus
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
Insurance
Loans
Risk Management
Client Relations
Mutual Fund Representative
Hybrid Work
Financial Planning
Business Development
Wealth Management
Customer Service
Market Trends
Financial Strategies

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