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Added 1 min ago
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Property and Casualty Insurance Advisor
Desjardins
Ottawa, ON · Mississauga, ON · Burlington, ON
- Full-time
As a Property and casualty Insurance Advisor, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 1 min ago
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Advisor, Procurement and purchasing
Desjardins
Montreal, QC · Levis, QC
- Full-time
As a purchasing and procurement advisor, you help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services. You may be responsible…
Added 1 min ago
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Talent Acquisition Advisor
Desjardins
Mississauga, ON
- Full-time
Join Desjardins as a Talent Acquisition Advisor to help deliver the best candidate experience and find the best talent. Be part of a bilingual, high-performance, inclusive and collaborative…
Added 1 min ago
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Mobile Mortgage Advisor (Downtown Toronto, ON) - 100% Commission
CIBC
Toronto, ON
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 1 min ago
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Financial Plan Review Consultant (Bilingual)
CIBC
Montreal, QC
- Full-time
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the…
Added 1 min ago
AC
Full-time Enterprise CRM Integration Specialist
Algonquin College
Ottawa, ON
- Full-time
…also a senior, hands-on Salesforce developer and technical advisor who develops, configures, administers, and supports Salesforce solutions that advance College goals and provide a reliable…
Added 1 min ago
FF
Human Resources Business Partner
Fuzion Flooring
Mississauga, ON
- Full-time
Act as a trusted HR advisor, providing guidance across all aspects of the employee lifecycle, including employee relations, performance management, talent planning and workforce management.
Added 16 mins ago
SS
Senior General Manager
Sienna Senior Living
BC · Surrey, BC
- Full-time
Partner with Director of Wellness and Sales Advisor to create and execute strong outreach strategy to increase/maintain occupancy
Added 16 mins ago
Financial Advisor - Hinton, AB
Scotiabank
Hinton, AB
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 16 mins ago
Assistant Deputy Minister, Learning, Engagement and Talent Management
Government of Alberta
AB
…assessment and succession, leadership development, attraction and recruitment of executive managers and senior officials, enterprise learning and development, onboarding, recognition and…
Added 16 mins ago
Senior Manager, Strategic Finance & Deal support
Bell
Toronto, ON
As Senior Manager, Strategic Finance & Deal support, you will serve as a trusted strategic and commercial advisor to the executive leadership team, helping shape the organization's most…
Added 16 mins ago
Senior Consultant, Proposal Management
Bell
Toronto, ON
As a Senior Manager, Strategic & Negotiations, you will act as a strategic advisor to AI Fabric's leadership team, helping drive the company's most important commercial, operational, and…
Added 31 mins ago
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Advisor, Human Resources
Alamos Gold Inc.
Lynn Lake, MB
- Full-time
As Advisor, Human Resources, you will play a key role in supporting site operations by partnering with leaders and employees to deliver HR programs and initiatives that drive engagement,…
Added 46 mins ago
YR
Elementary Long Term Occasional (LTO) 100 % Grade French Core
York Region District School Board
Sutton, ON
- Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 46 mins ago
YR
Elementary Long Term Occasional (LTO) 40% Grade 1 French Immersion
York Region District School Board
Newmarket, ON
- Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 46 mins ago
YR
Secondary Long Term Occasional (LTO)100% Guidance (Councillor)
York Region District School Board
King City, ON
- Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 46 mins ago
YR
Elementary Long Term Occasional (LTO) 100% Grade Special Education Resource Teacher and Prep Coverage (FDK/1/Community Class)
York Region District School Board
Newmarket, ON
- Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 46 mins ago
YR
Secondary Long Term Occasional (LTO)/ Technological Education - Hospitality & Tourism
York Region District School Board
Newmarket, ON
- Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 46 mins ago
YR
Secondary Long Term Occasional (LTO) 100% Grade 10 and 11 Family Studies (HFN2O1, HFC3M1)
York Region District School Board
Aurora, ON
- Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 46 mins ago
WU
Associate Director, Leadership Programs
Western University
London, ON
- Full-time
…improvement. You are an exceptional relationship builder and trusted advisor who can influence at all levels, assess complex and ambiguous needs, and design creative, evidence-informed…
Added 46 mins ago
WR
Orthopaedic Technologist (Ambulatory Clinics) - Part Time - MET
Windsor Regional Hospital
Windsor, ON
- Part-time
Added 46 mins ago
Sales Advisor - Subaru
The Jim Pattison Auto Group
Victoria, BC
Jim Pattison Subaru Victoria is seeking a motivated, personable, and customer-focused Sales Advisor to join our dealership team.
Added 46 mins ago
YR
Elementary Long Term Occasional (LTO) 100% Grade 8 French Immersion
York Region District School Board
Markham, ON
- Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 46 mins ago
YR
Secondary Long Term Occasional (LTO) 100% Health & Physical Education
York Region District School Board
Markham, ON
- Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 46 mins ago
YR
Secondary Long Term Occasional (LTO) 100% Technological Education - Construction (2 sections TCJ2O and 1 section of TCJ3C)
York Region District School Board
Maple, ON
- Full-time
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…

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

Apply About employer

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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