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Added 12 mins ago
Acoustics Specialist – Project Manager
Cambium Inc.
Barrie, ON · Whitby, ON · Ottawa, ON · Kingston, ON · Peterborough, ON
Full-time
…hard, have fun, and make a real impact - on your team, your community, and your career. Think monthly socials, meaningful projects, generous time off, and a workplace that gives back. Let’s…
Added 12 mins ago
Policy Advisor ISV (Inuit Societal Values)
Government of Nunavut Recruitment
NU · NU, Canada
Full-time
Title: Policy Advisor ISV (Inuit Societal Values)
Added 25 mins ago
CAREERS
Cameron Stephens
Toronto, ON
Full-time
Act as a strategic advisor to firm leadership on brand identity and market positioning within the Canadian capital management landscape
Added 25 mins ago
Portfolio Manager, Managed Assets Program (MAP)
Aviso
Vancouver, BC
$115,000 to $135,000 CAD / year
Full-time
…to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our…
Added 25 mins ago
Branch Operations Manager
RBC Dominion Securities
Guelph, ON
Full-time
…administrative leadership to the Branch Management Team and Advisor teams. The role ensures daily branch operational and regulatory compliance while overseeing HR administration, client…
Added 25 mins ago
Associate
RBC Dominion Securities
Oakville, ON
Full-time
…the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional…
Added 25 mins ago
Associate Advisor
RBC Dominion Securities
Vancouver, BC
Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 25 mins ago
Vice President, Finance
Kilmer Van Nostrand Co. Limited
Toronto, ON
Full-time
…collaboration, and continuous improvement. You are a trusted advisor who can balance strategic priorities with operational execution while building strong relationships across the…
Added 26 mins ago
Director, Corporate Financial Reporting - ICOFR | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Serve as a trusted advisor to operating segments and business leaders on the design, implementation, and enhancement of entity-level and business process controls.
Added 55 mins ago
Director of Corporate and Financial Services (CFO/Treasurer)
Town of The Blue Mountains
The Blue Mountains, ON
Full-time
…Wyandot-Wyandotte peoples, the Town of The Blue Mountains is a four-season community with stunning natural features, including the Niagara Escarpment, Beaver Valley and the Georgian Bay…
Added 55 mins ago
Apprentice Technician - Prima Mazda (26301)
Zanchin Automotive Group
Vaughan, ON
Full-time
Join now to be part of a company that has been supporting the community for 50 years, and where careers are made and fostered with enthusiasm, integrity, and respect. Now is the time to be…
Added 55 mins ago
Director, Strategic Accounts, Canada / Directeur(ice), Comptes Stratégiques
Applied Industrial Technologies - Canada
Surrey, BC
Full-time
Build senior-level relationships with existing and prospective customers, becoming a trusted advisor on reliability, productivity, supply-chain performance and total cost of ownership.
Added 55 mins ago
Director, Strategic Accounts, Canada / Directeur(ice), Comptes Stratégiques
Applied Industrial Technologies - Canada
Saskatoon, SK
Full-time
Build senior-level relationships with existing and prospective customers, becoming a trusted advisor on reliability, productivity, supply-chain performance and total cost of ownership.
Added 55 mins ago
Director, Strategic Accounts, Canada / Directeur(ice), Comptes Stratégiques
Applied Industrial Technologies - Canada
Laval, QC
Full-time
Build senior-level relationships with existing and prospective customers, becoming a trusted advisor on reliability, productivity, supply-chain performance and total cost of ownership.
Added 55 mins ago
Director, Strategic Accounts, Canada / Directeur(ice), Comptes Stratégiques
Applied Industrial Technologies - Canada
Toronto, ON
Full-time
Build senior-level relationships with existing and prospective customers, becoming a trusted advisor on reliability, productivity, supply-chain performance and total cost of ownership.
Added 55 mins ago
Director, Strategic Accounts, Canada / Directeur(ice), Comptes Stratégiques
Applied Industrial Technologies - Canada
Calgary, AB
Full-time
Build senior-level relationships with existing and prospective customers, becoming a trusted advisor on reliability, productivity, supply-chain performance and total cost of ownership.
Added 55 mins ago
Director, Strategic Accounts, Canada / Directeur(ice), Comptes Stratégiques
Applied Industrial Technologies - Canada
AB · Edmonton, AB
Full-time
Build senior-level relationships with existing and prospective customers, becoming a trusted advisor on reliability, productivity, supply-chain performance and total cost of ownership.
Added 56 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Burnaby, BC
As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.
Added 56 mins ago
SENIOR POLICY ADVISOR - SPA
Colleges and Institutes Canada
Ottawa, ON
$87,463 to $107,055 CAD / year
Full-time
…to join our team. If you’re eager to contribute to a vibrant community and work to strengthen Canada’s publicly supported colleges, institutes, CEGEPs, and polytechnics, we want to hear…
Added 1 hour ago
Manager, Club Operations & Sport Governance
Carleton University
Ottawa, ON
Other
…an interview will be requested to contact the Human Resource Advisor assigned to this competition as soon as possible to discuss any accommodation requirements. Arrangements will be made to…
Added 1 hour ago
Water Quality Monitor
Saskatoon Tribal Council Inc
Saskatoon, SK
Full-time
Report observed water quality issues or concerns to the EPHPM and/or Water Treatment Advisor for follow-up.
Added 1 hour ago
Customer Advisor I
Lee Valley Tools
Dartmouth, NS
Up to $17.5 CAD / hour
…celebrate their differences and love where they work. Our diverse community combined with our inclusive culture, is what sets us apart in the…
Added 1 hour ago
Technical Sales Specialist - Process Systems & Software
Spartan Controls Ltd.
Edmonton, AB · AB · Grande Prairie, AB
Our employee ownership model creates a unique culture of community, creativity, entrepreneurship, and a place to build your career. Spartan Controls provides an environment that not only…
Added 1 hour ago
Sales Advisor
Groupe Vision New Look Inc
Calgary, AB
$16 to $18 CAD / hour
Part-time
IRIS, The Visual Group is looking for a sales advisor in Calgary, AB
Added 1 hour ago
Engineering Specialist, AWS
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
…innovative contact centre capabilities that improve customer and advisor experiences. The successful candidate will contribute to the evolution of our Contact Centre platform through…

Desjardins

Personal Finance Advisor, Assigned Clientele

Saint-Constant, QC, Canada
Caisse Desjardins des Moissons-et-de-Roussillon, Canada

Job type: Full-time
Apply by: Oct 23, 2026
Posting language: English
Posted: Sep 22, 2026

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Original job description

As a Personal Finance Advisor, Assigned Clientele 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
Be a licensed mutual fund representative
Knowledge of current financial, economic, political and legislative events
Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)
Knowledge of tax, financial and succession issues for individuals and business owners
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse Desjardins business processes
Knowledge of service standards
Knowledge of techniques used to assess and monitor individual financing applications

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 a 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

2026-10-22

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting business relationships with clients to provide personalized financial advice and financing solutions. Your role involves managing individual portfolios, assessing client satisfaction, and ensuring prudent risk management while driving business results.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least one year of relevant experience. A valid mutual fund representative certificate from the Autorité des marchés financiers is required.

Skills

Financial advising
Relationship management
Financing solutions
Credit authorization
Risk management
Mutual fund representation
Debt management
Customer service
Market analysis
Tax planning
Succession planning
Financial analysis
Interpersonal savvy
Sales
Compliance

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
Mutual Fund Representative
Credit
Insurance
Financing
Risk Management
Tax
Succession Planning
Debt Management
Compliance
Market Trends
Business Development
Client Relations
Hybrid Work
Desjardins
Financial Cooperatives
Portfolio Management

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