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Added 2 hours ago
NB
Contract Implementation Coordinator
National Bank of Canada
Montreal, QC
- Full-time
…support sales conversion. Your work has a direct impact on the advisor experience, collaboration with insurance carriers, and the operational performance of National Bank Insurance…
Added 2 hours ago
S
Associate (m/f/d) Index Management – Equity Rebalance
Solactive
Toronto, ON
- Full-time
As part of the Client Relationship Management & Advisory team, proactively cultivate relationships with a global client base, identify new business opportunities, and act as a trusted…
Added 2 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Develop and maintain strong client relationships while serving as a trusted business advisor.
Added 2 hours ago
NR
Children’s Services Program Supervisor
Niagara Region
ON · Niagara, ON
- Contract
Reporting to the Manager Children’s Operations, the Children’s Services Program Supervisor is responsible for the delivery and administration of the Niagara Region’s Licensed Home Child…
Added 3 hours ago
M
Senior Business Architecture Advisor, Direct Distribution
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
The client is looking for the Salesforce technical reference
Added 3 hours ago
M
Fire Prevention Advisor (Conseiller(ère) en prévention incendie, Immeuble, aménagement et sécurité)
Maarut
Levis, QC
- Contract
The client is looking for two fire prevention advisors
Added 3 hours ago
RB
Financial Advisor
Royal Bank of Canada
New Westminster, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 3 hours ago
ID
Senior Vice President (SVP) – Client Partner
Intellect Design Arena Ltd
Vancouver, BC
- $240,000 to $260,000 CAD / year
- Full-time
Position Title: Senior Vice President (SVP) – Client Partner
Added 3 hours ago
VF
Exec Assistant & Business Coordinator, PCS
Ventum Financial
Vancouver, BC
- $75,000 to $80,000 CAD / year
- Full-time
…business coordination. Working closely with the Head of Private Client Services, you will support oversight and execution across a broad portfolio encompassing advisor experience,…
Added 5 hours ago
R
Financial Advisor
RBC
New Westminster, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 6 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 6 hours ago
T&
Senior Consultant, Infrastructure Cost & Commercial (Senior Estimator/QS)
Turner & Townsend
Toronto, ON
- Full-time
…including substantial experience within a consultancy, professional services, advisory, or client-side infrastructure…
Added 7 hours ago
D
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 7 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 7 hours ago
C
Executive Director, Global Markets Trading & Financing - Business Management
CIBC
Toronto, ON
- Full-time
…institutional clients with innovative solutions and value-added services. From actionable ideas to tailored financing solutions, advisory services, and a strong suite of capital markets,…
Added 12 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 12 hours ago
CC
Director, Indigenous & Stakeholder Relations
Compass Canada
ON · Mississauga, ON
- Full-time
Act as a senior relationship lead in critical or high-risk client and partner situations.
Added 12 hours ago
CC
Director, Strategic Alliance Group
Compass Canada
Toronto, ON · Montreal, QC
- Full-time
…drive retention and expansion across a portfolio of high-value client partnerships. This role is a key driver of retention and growth and is responsible for driving client satisfaction and…
Added 17 hours ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Funding, Insurance, Investments, Learning Agility,…
Added 17 hours ago
NB
Advisor in the Counterparty Documentation Center
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor in the Counterparty Documentation Center (CDC) at the National Bank of Canada means contributing directly to the success of Capital Markets Operations. In this role,…
Added 17 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- 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 17 hours ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
tools to enhance advisor effectiveness and client outcomes.
Added 17 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during…
Added 17 hours ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily
Added 19 hours ago
PC
Senior Occupational Health and Safety Project Manager
Pinchin Canada
Richmond, BC
- Full-time
…team provides technical expertise, project leadership, and client‑focused consulting services while supporting staff development and the continued growth of the OH&S…

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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