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Added 9 mins ago
M
Director of Marketing Strategy, Manulife Bank
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
…roadmap for the Manulife Bank marketing experience (customer and advisor-facing as applicable), ensuring alignment with business priorities and audience…
Added 1 hour ago
S
Beauty Advisor - Part Time
sephora.com
Charlottetown, PE
- $18 to $21.2 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 1 hour ago
M
Senior Administrative Assistant
MNP
Langley (District), BC · Langley, BC
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 1 hour ago
FH
Indigenous Cultural Advisor
Fraser Health
Surrey, BC
- Full-time
The Advisor provides guidance, personal consultation, active listening, counselling, support, and mentorship to clients, their families and employees; acts as a liaison between clients and…
Added 2 hours ago
R
Client Care Advisor, Private Banking
RBC
Richmond Hill, ON
- Full-time
As a key member of the Private Banking team, the Client Care Advisor is responsible for creating a tailored and memorable welcome experience at our Vancouver Private Banking Office. You…
Added 2 hours ago
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TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
…dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this…
Added 2 hours ago
NT
Senior Protective Security Risk Advisor
NZ Transport Agency Waka Kotahi
Hamilton, ON
- Full-time
…framework to join our team as Senior Protective Security Risk…
Added 2 hours ago
Financial Advisor (3-Month Contract) - Westmount, Edmonton, AB
Scotiabank
Edmonton, AB
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 2 hours ago
CA
Sales Support Specialist
Centurion Associates Inc
Toronto, ON
- Full-time
Reporting to the Vice President of National Advisor Sales, the Sales Support Specialist is responsible for the professional administration and support of all sales and marketing activities…
Added 2 hours ago
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Enterprise Architecture Team Lead
Affinity
Vancouver, BC
- Full-time
Acts as a trusted advisor and key point of contact for business stakeholders on architecture.
Added 2 hours ago
LM
Senior Surety Claims Counsel OR Senior Surety Claims Expert
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
…Claims, the Senior Surety Claims Counsel, will serve as a trusted advisor and subject matter expert within our Global Surety Claims team. This highly visible role is responsible for…
Added 2 hours ago
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Director, Total Rewards
TEN (Transportation Equipment Network)
Mississauga, ON
- Full-time
This leader will serve as a trusted advisor to executive leadership while developing programs that attract, retain, and reward top talent across North America.
Added 2 hours ago
EI
Emergency Planning & Security Specialist - 18 month term
Edmonton International Airport (YEG)
Edmonton, AB
- Contract
…individuals to allow for expanded ideas, perspectives, and better business decisions. A core value of YEG is "investing in our talent" and it considers professional development, specialty…
Added 2 hours ago
FC
Senior Director
Fedcap Canada
Hamilton, ON
- $160,000 to $185,000 CAD / year
- Full-time
As a member of the senior leadership team, the Vice President also supports organizational growth, business development, and expansion into new regions. This includes building a…
Added 2 hours ago
LS
Legal Architect, Enterprise - Permanent - 19635
LRO Staffing
Toronto, ON
- Full-time
Building the business case for AI adoption across practice areas
Added 2 hours ago
AC
Full-time International Student Advisor
Algonquin College of Applied Arts and Technology
Ottawa, ON
- Full-time
…Consultant (RCIC)/ Regulated International Student Immigration Advisor (RISIA)…
Added 2 hours ago
PB
Strategic Finance Manager
Pacific Blue Cross
Burnaby, BC
- Full-time
…strong stakeholder management skills. You will act as a trusted advisor to both finance and project teams, translating business and project assumptions into financial impacts while helping…
Added 2 hours ago
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Principal Geotechnical Engineer
Proven
Calgary, AB
- Full-time
…combining senior technical authority with client leadership and business development to build the office and its client…
Added 2 hours ago
PE
Principal Geotechnical Engineer
PRI Engineering
Vancouver, BC
- Full-time
…combining senior technical authority with client leadership and business development to build the office and its client…
Added 2 hours ago
RG
HR & Business Operations Transformation Lead
RecruitPod Global
Calgary, AB
- Contract
Work directly with founders and business owners as a trusted advisor and execution partner.
Added 2 hours ago
PE
Principal Geotechnical Engineer
PRI Engineering
Calgary, AB
- Full-time
…combining senior technical authority with client leadership and business development to build the office and its client…
Added 2 hours ago
P
Principal Geotechnical Engineer
Proven
Vancouver, BC
- Full-time
…combining senior technical authority with client leadership and business development to build the office and its client…
Added 2 hours ago
SR
Human Resources Advisor
Simpcw Resources Group
Kamloops 1, BC
- Full-time
Reporting to the Human Resources Manager, the Human Resources Advisor is responsible for providing operational HR leadership and day-to-day support across assigned business units. This role…
Added 3 hours ago
LC
Banking Advisor - Arkona
Libro Credit Union
Arkona, ON
- Full-time
The Banking Advisor is a key front-line sales role within Libro Credit Union, responsible for providing high-quality financial advice and day-to-day banking solutions to members. As the…
Added 3 hours ago
S
Principal Applied AI Architect
Salesforce
Toronto, ON · Montreal, QC · Canada - Montreal
- Full-time
…looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it…

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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