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Added 14 mins 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 44 mins 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 59 mins ago
PB
Senior Performance Marketing Strategist
Powered by search
Remote, Canada
- Full-time
- Remote
As a trusted advisor to fast-growing B2B companies, you'll join a high performing team rated 4.8/5 on Glassdoor, where 95% of team members recommend us. This is a client-facing strategic…
Added 1 hour ago
NB
Talent Acquisition Advisor
National Bank of Canada
Montreal, QC
- Temporary
A career as a Talent Acquisition Advisor at National Bank means pursuing your ambitions by improving the lives of candidates, managers, your colleagues and your colleagues. Curiosity,…
Added 1 hour ago
NB
Director, Credit Risk
National Bank of Canada
AB · Edmonton, AB
- Full-time
This opportunity is ideal if you're energized by decision-making, business impact, and partnering with relationship managers to ensure sound, strategic credit outcomes.
Added 1 hour 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
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
KPMG’s Financial Services Advisory Practice helps organizations develop efficient and effective operations to support strategic business objectives. We are seeking a Manager to strengthen…
Added 4 hours ago
Senior Strategist, Enterprise
BrainStation
Toronto, ON
…of AI, Product, Marketing, Design, and Data teams, and lead strategic conversations about how their organizations build enterprise-wide AI…
Added 4 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
…end to end, own the client relationship day to day, set the strategic direction of the work, and ensure the recommendations we deliver are ones clients act on. You follow developments in AI…
Added 4 hours ago
Advisor, Strategic Procurement
Regional Municipality of Wood Buffalo
Fort McMurray, AB
Under minimal supervision, the Advisor, Strategic Procurement provides advice and support in the development and implementation of strategic and sustainable procurement initiatives to…
Added 5 hours ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 5 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
The Senior Compensation Business Partner, Sales & Marketing is the trusted compensation advisor to Autodesk's Sales organization within the COO, covering both commissioned and…
Added 5 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Senior Compensation Business Partner, Sales & Marketing is the trusted compensation advisor to Autodesk's Sales organization within the COO, covering both commissioned and…
Added 6 hours ago
N
Senior Research Director, Customer Success - Automotive
NielsenIQ
Toronto, ON
- Full-time
Lead the day-to-day senior relationship with your clients across the U.S. and Canadian markets, building trusted relationships with client stakeholders and serving as a strategic advisor.
Added 6 hours ago
B
Manager, Wealth Reporting Analytics & Automation
BMO
Toronto, ON
- Full-time
Acts as a trusted advisor to assigned business groups.
Added 7 hours ago
S
Manager, Customer Experience
Sysco
Calgary, AB · Sysco Calgary
- Full-time
The Customer Experience Manager at Sysco is a highly strategic and influential role, providing expert-level analytical leadership and driving significant impact on the company's customer…
Added 7 hours ago
W
Health Policy Advisor
WelcometoSSM
ON · Algoma, ON
- Full-time
The Health Policy Advisor (HPA) promotes effective, evidence-informed public health practice at Algoma Public Health (APH), with a particular focus on strategically advancing healthy public…
Added 9 hours ago
NO
SENIOR ADVISOR, STRATEGIC AND DIGITAL COMMUNICATIONS
NFB ONF Education
Montreal, QC
- Full-time
…and public relations strategies in alignment with the NFB’s strategic objectives. Works closely with internal and external stakeholders to ensure consistency of initiatives and greater…
Added 10 hours ago
UO
Senior Project Officer
University of Victoria
Victoria, BC
- Full-time
Reporting to the Associate Director, Institutional Programs, the Senior Project Officer provides strategic project management, financial planning, and advisory services in support of major…
Added 10 hours ago
OH
Senior Advisor, Clinical Cardiac
Ontario Health | Santé Ontario
ON · Ontario, Canada
- Full-time
The Senior Advisor also develops and maintains program policies, clinical resources, standards, and tools, partnering with relevant teams across Ontario Health to ensure alignment with…
Added 10 hours ago
X
VP, Communications, Brand and Marketing
Xanadu
Toronto, ON
- Full-time
Serve as a trusted strategic advisor to the CEO and executive leadership on market opportunities, reputational impact, and communications trade-offs.
Added 10 hours ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 10 hours ago
IW
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 10 hours ago
PC
Manager, Financial Services, Digital Banking Operations, Consulting
PwC Canada
Toronto, ON
- Full-time
Ability to act as a trusted advisor to senior client stakeholders, building and maintaining strong relationships.
Added 11 hours ago
OT
Legal Counsel
Open Text Inc.
Toronto, ON · Ottawa, ON · Mississauga, ON · Richmond Hill, ON · Waterloo, ON
- Other
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…

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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