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Added 1 hour ago
VR
Advisor, Financial Advisory Services
VIA Rail Canada
Montreal, QC
- Full-time
Reporting to the Senior Advisor, Financial Advisory Services, the incumbent acts as a financial business partner to the assigned business sectors. They contribute to financial planning,…
Added 1 hour ago
SC
Shop Foreman – Heavy Equipment Technician
Sureway Construction Group
Edmonton, AB
- Full-time
Must be proficient with CAT E.T., S.I.S., Komatsu, Prosis and Service Advisor
Added 1 hour ago
O
Data Valorization Expert
OSEDEA
Montreal, QC
- Full-time
Act as a strategic advisor by constructively challenging client requests, recommending effective approaches, and identifying new analytics opportunities.
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Rimouski, 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 1 hour ago
NB
Senior Advisor Control Testing
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor Control Testing at National Bank means acting as a specialist in carrying out control tests, documenting procedures and results, and defining action plans when…
Added 1 hour ago
NB
Investment Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as an Investment Advisor in the National Bank call centre means helping our clients achieve their goals. Through your warm approach and the quality of your advice, you’ll provide a…
Added 1 hour ago
NB
Director, Credit Risk
National Bank of Canada
AB · Edmonton, AB
- Full-time
Support account managers as an advisor and coach in structuring credit
Added 2 hours ago
Automotive Service Technician - Subaru
The Jim Pattison Auto Group
Winnipeg, MB
As a Subaru Service Technician, you take pride in quality workmanship and help deliver an outstanding customer experience that reflects our strong commitment to customer satisfaction.
Added 2 hours ago
NB
Senior Advisor Innovation and Performance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner in the sector’s transformation…
Added 2 hours ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- 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
CF
Compliance Officer, Registrations
CI Financial
Toronto, ON
- Full-time
Conduct reviews of advisor disclosures, including outside activities, criminal disclosures, and other regulatory matters.
Added 2 hours ago
EL
Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - PT Seasonal - Richmond, BC
Estée Lauder Companies
Richmond, 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 3 hours ago
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Supporting the planning and delivery of client engagements, helping ensure on-time, on-budget delivery of quality work in line with client expectations.
Added 3 hours ago
RH
Senior Event Planner
Robert Half
Toronto, ON
- $85,000 to $100,000 CAD / year
- Full-time
Our client, a leading global professional services organization, is seeking a Marketing Projects Senior Advisor to join their Marketing team in Toronto. This opportunity is ideal for an…
Added 3 hours ago
T
Project Advisor, Digital Printing -Markham, ON
TPH
Markham, ON
- Full-time
The purpose of the Project Advisor role is to assist the Manager in immediately responding to the volume of inquiries by consulting on Customer requests, making recommendations and then…
Added 4 hours ago
J
Legal Researcher (Remote)
Jerry.ai
Remote, Canada
- $80,000 to $110,000 CAD / year
- Full-time
- Remote
Added 4 hours ago
J
Operations Associate (Legal & Compliance)
Jerry.ai
Remote, Canada
- $65,000 to $80,000 CAD / year
- Full-time
- Remote
Added 4 hours ago
PP
Financial Accountant
Piramal Pharma Ltd
Aurora, ON
- Full-time
Support responses to advisor or CRA information requests relating to assigned claims.
Added 5 hours ago
Principal Technical Program Manager, MADS
Amazon
Toronto, ON
…back it with a concrete alternative. You do this as a trusted advisor to the organization's senior leaders: you frame the decision, the tradeoff, and your recommendation for audiences that…
Added 5 hours ago
K
Senior Tax Manager, Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…people leadership, and work directly with clients as a trusted advisor within an integrated, technology‑enabled…
Added 5 hours ago
BE
Mechanic - Shop Foreman
Battlefield Equipment Rentals
Timmins, ON
- Full-time
If you’re a skilled Heavy Equipment Mechanic who thrives in a fast-paced, team-oriented environment and takes pride in quality workmanship and mentoring junior mechanics, we want to hear…
Added 5 hours ago
BE
Mechanic - Shop Lead
Battlefield Equipment Rentals
Sudbury, ON
- Full-time
If you’re a skilled Heavy Equipment Mechanic who thrives in a fast-paced, team-oriented environment and takes pride in quality workmanship and mentoring junior mechanics, we want to hear…
Added 5 hours ago
Senior Strategist, Enterprise
BrainStation
Toronto, ON
…point of view on your own, and you hold a high standard for the quality of the…
Added 5 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
…ambiguity with composure, and you set the standard for the quality of the…
Added 5 hours ago
B
Construction administrator
BPA
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…design intent, contract requirements, schedule, budget, and quality…

Desjardins

Personal Finance Advisor - Assigned Clientele

Saint-Hyacinthe, QC, Canada
Caisse Desjardins de la Région de Saint-Hyacinthe, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 21, 2026
Posting language: English
Posted: Nov 5, 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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-20

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More about this job

Responsibilities

You will develop and maintain trusting business relationships with clients to provide tailored financial advice and financing solutions. Additionally, you will manage business relationships, assess service quality, and collaborate with partners to implement integrated financial strategies.

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 also required.

Skills

Financial advising
Relationship management
Credit authorization
Risk management
Sales
Insurance products
Interpersonal savvy
Customer focus
Financial planning
Market analysis
Business development
Communication
Problem solving
Strategic planning
Financial analysis

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
Insurance
Mutual Fund Representative
Risk Management
Business Relationships
Financial Goals
Client Satisfaction
Hybrid Work
Pension Plan
Telemedicine
Market Trends
Financial Strategy
Loans
Wealth Management
Customer Service
Sales
Community Outreach

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