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Added 12 mins ago
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Wealth Planning Consultant, Private Wealth
BMO
Waterloo, ON · MARS
- Full-time
…focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth…
Added 13 mins ago
MM
Oliver Wyman Actuarial - Manager - Life Practice
Marsh McLennan
Toronto, ON
- Full-time
Oliver Wyman provides customized actuarial services and strategic insight, supporting clients as they strive to exceed their business objectives. Our exceptional client and employee…
Added 28 mins ago
Business Advisor - Tecumseh & Lauzon, Windsor,Ontario
Scotiabank
Windsor, ON
…including the features and benefits of small business products and services, including; an understanding of financial statements, applicable risk management policies and legal and security…
Added 28 mins ago
Financial Planner, Scotia Financial Planning - Gatineau, QC
Scotiabank
Gatineau, QC
Internal clients – As a Financial Planner, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited…
Added 28 mins ago
Financial Planner, Scotia Financial Planning - Beauport, QC
Scotiabank
Quebec, QC · Beauport, QC
Internal clients – As a Financial Planner, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited…
Added 28 mins ago
OF
Corporate Development Representative - Advisor Acquisition & Growth
Optimize Financial Group
Toronto, ON
- Full-time
We are seeking a grounded, commercially minded Corporate Development Representative to lead our strategic advisor recruitment and practice acquisition efforts across North America. In this…
Added 28 mins ago
TI
Learning Project Manager
TekStaff IT Solutions
Toronto, ON
- Contract
TekStaff's Client has an open position for a Learning Project Manager.
Added 28 mins ago
R&
Project Manager III
Robertson & Company Ltd.
Toronto, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 28 mins ago
RC
Senior Contracts Advisor | Mining
Randstad Canada
Vancouver, BC
- $145,000 to $165,000 CAD / year
- Full-time
On behalf of a well established mining client of ours, we are seeking an experienced contracts specialist to oversee all aspects of contract management, including pre-contract (sourcing,…
Added 28 mins ago
MM
Senior Tax Manager
Morgan McKinley
Toronto, ON · Greater Toronto Area, Canada
- Full-time
An established professional services firm is looking to add a Senior Tax Manager to its growing Asset Management Tax practice. This is an excellent opportunity to take on a leadership role,…
Added 28 mins ago
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AVP, Tax Consulting
Raymond James
Vancouver, BC · Toronto, ON
- Full-time
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth…
Added 43 mins ago
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Banking Advisor
RBC
Gravenhurst, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 43 mins ago
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Financial Advisor
RBC
Guelph, ON
- 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 43 mins ago
PA
Portfolio Manager (Bilingual)
Purpose Advisor Solutions
Toronto, ON
- Full-time
Purpose Unlimited est une société de services financiers indépendante résolument axée sur l’innovation centrée sur le client, grâce à des solutions technologiques. Dirigée par…
Added 43 mins ago
AY
Senior Manager, Enterprise Systems & Transformation
Avison Young | Canada
Toronto, ON
- Full-time
…offering transaction, management, financial and consulting services. We’ve designed our corporate structure to best serve our clients by enhancing collaboration across our…
Added 43 mins ago
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Director / Partner, Private Client Tax
Gravita
London, ON · Bristol-London, ON
- Full-time
Act as a trusted advisor on complex private client advisory matters.
Added 58 mins ago
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Financial security advisor, Life and health insurance
Desjardins
Alma, QC · Saint-Bruno, QC · Caisse Desjardins d'Alma
- Full-time
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell…
Added 58 mins ago
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Financial security advisor, Life and health insurance
Desjardins
Alma, QC · Saint-Bruno, QC · Caisse Desjardins d'Alma
- Full-time
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell…
Added 58 mins ago
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Product Owner, Product management
Desjardins
Levis, QC · Montreal, QC
- Full-time
As Product Owner, Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 58 mins ago
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Advisor, Personal
Desjardins
Levis, QC
- Full-time
As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in…
Added 58 mins ago
ES
Territory Sales Manager - GTA & Southwest Ontario
Encompass Supply Chain Solutions
Mississauga, ON
- Full-time
…Manager based in GTA or Tri-cities to represent our products and services to both existing customers and prospective clients. This role involves identifying customer needs, promoting…
Added 58 mins ago
S
Data Engineering Director - Vancouver
Slalom
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and…
Added 1 hour ago
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Senior Director, Business Transformation, Trust Co.
BMO
Toronto, ON · FCP
- Full-time
BMO Trust Company is a leading provider of trust, estate, fiduciary, and wealth administration services, supporting high-net-worth and ultra-high-net-worth individuals, families, and…
Added 1 hour ago
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Senior Director, Business Enablement, Trust Co.
BMO
Toronto, ON · FCP
- Full-time
…Company, ensuring consistent, efficient, and effective delivery of services across all regions and business units. Monitor service levels, error trends, and key risk indicators. Own…
Added 1 hour ago
PC
District Energy System Mechanical Team Lead
Pinchin Canada
Burnaby, BC
- Full-time
…you’ll help build and mentor a strong technical team, strengthen client relationships, and contribute to the continued growth of Pinchin’s district energy…

Desjardins

Personal Finance Advisor, Assigned Clientele

Rawdon, QC, Canada
Caisse Desjardins De Montcalm et de la Ouareau, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 20, 2026
Posting language: English
Posted: Nov 4, 2026

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

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)

CAISSE DE LA OUAREAU (CENTRES DE SERVICES RAWDON) (00008 / Conv_Col_00042) (2016-11-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-19

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients by providing personalized financial advice and financing solutions. You are responsible for driving results through loan and insurance recommendations while ensuring sound risk management and client satisfaction.

Requirements

The role requires a bachelor's degree in a related field and at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Financial advising
Relationship management
Credit authorization
Risk management
Sales
Customer service
Financial planning
Interpersonal savvy
Market analysis
Insurance product knowledge
Loan recommendation
Strategic planning
Communication
Problem solving
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
Credit Authorization
Risk Management
Mutual Fund Representative
Business Relationships
Financing Solutions
Insurance Products
Client Satisfaction
Market Trends
Hybrid Work
Defined Benefit Pension Plan
Telemedicine
Financial Goals
Cross-sector Strategies

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