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Added 7 mins ago
IH
Care Aide | Community Health Worker
Interior Health Authority
Lillooet, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
IH
Registered Nurse (RN) | Perioperative
Interior Health Authority
Nelson, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
IH
Food Service Worker
Interior Health Authority
Vernon, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
IH
Registered Nurse (RN) | Home Health
Interior Health Authority
Vernon, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
IH
Licensed Practical Nurse (LPN) | Long-term Care
Interior Health Authority
Kelowna, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
IH
Registered Nurse (RN)| Medical/ Surgical
Interior Health Authority
Oliver, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
IH
Care Aide | Community Health Worker
Interior Health Authority
Summerland, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
IH
Licensed Practical Nurse (LPN) | Transition Liaison
Interior Health Authority
Vernon, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
IH
Licensed Practical Nurse (LPN) | Acute
Interior Health Authority
Penticton, BC
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
IH
Registered Nurse (RN) | Surgical
Interior Health Authority
Penticton, BC
- Full-time
Who We Are Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to…
Added 7 mins ago
IH
Registered Nurse (RN) | Neonatal Intensive Care Unit (NICU)
Interior Health Authority
Kamloops, BC
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
IH
CT/IR Technologist
Interior Health Authority
Kamloops, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
IH
X Ray Technologist
Interior Health Authority
Kamloops, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 7 mins ago
FH
Representative, Internal/External Talent Acquisition
Fraser Health
Surrey, BC
- Full-time
We currently have two Full-Time Representative, TAO opportunities based out of our Central City Offices in Surrey, B.C.
Added 7 mins ago
BS
Sales Development Representative – B2B Events | Fast-Track Progression
Business Show Media Ltd
Toronto, ON
- Full-time
As a Sales Development Representative, you'll play an important role in generating new business opportunities for our international exhibitions.
Added 21 mins ago
S
Animal Feed Auditor - North America
SGS
Canada
- Full-time
…reasonable accommodations. The requirements listed above are representative of the knowledge, skills, and/or abilities…
Added 36 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Added 36 mins ago
PH
Direct Care Nurse, Registered Nurse (RN) / Registered Psychiatric Nurse (RPN), Surrey Mental Health Unit (SMHU), Correctional Health Services - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
Added 36 mins ago
I(
Intersection Safety Camera Program Representative
ICBC (Insurance Corporation of British Columbia)
Richmond, BC
- Full-time
Added 36 mins ago
PH
Direct Care Nurse, Registered Nurse (RN) / Registered Psychiatric Nurse (RPN), Surrey Pre-Trial Centre (SPTC), Correctional Health Services - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Full-time
Added 36 mins ago
CC
Donor Care Representative
Canadian Cancer Society
Calgary, AB
- $48,000 CAD / year
- Full-time
Job Title: Donor Care Representative (Inbound Calls)
Added 36 mins ago
E
Customer Service Representative - Guelph
Enterprise
Guelph, ON
- Full-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will provide…
Added 37 mins ago
TH
Merchandising Execution Associate : Part Time - BEACON HILL
The Home Depot
Canada
- Part-time
Partner with store representative to conduct inspections of returned and damaged items for Return to Vendor.
Added 37 mins ago
C
Financial Planning Consultant
CIBC
Richmond, BC · Vancouver, BC
- Full-time
You are a certified professional (CIRO-ID). You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization -…
Added 37 mins ago
C
Client Engagement Representative
CIBC
Vancouver, BC
- Full-time

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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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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