Personal Finance Advisor

2 days ago

Blainville, Quebec, Canada Desjardins Full time

The work mode arrangement for the position is full-time on site for the first year, followed by a hybrid work model.

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 work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. 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

College diploma in a related field

A minimum of two years 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

Available for frequent travel at the request of members and clients

Available to work one evening a week until 8 p.m.

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#LI-Onsite

Trade Union (If applicable)

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

Job Family

Member/client sales and service (FG)

Unposting Date

  • Personal Banker

    3 days ago

    Blainville, Quebec, Canada BMO Full time $38,500 - $71,000

    Application Deadline:11/27/2025Address:1099 Cure-Labelle Job Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through...

  • Advisory Agent, Member and Client Experience

    12 hours ago

    Blainville, Quebec, Canada Desjardins Full time US$65,000 - US$110,000 per year

    The work mode arrangement for the position is full-time on site.Several opportunities are currently available in the Laurentides region.RequiredAs an advisory agent, member and client experience, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an...

  • Business Development Partner

    1 week ago

    Blainville, Quebec, Canada Sun Life Full time $80,000 - $128,000

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Personal Finance Advisor

    4 weeks ago

    Blainville, Canada Desjardins Full time

    2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. The work mode arrangement for the position is full-time on site for the first year, followed by a hybrid work model. Required As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships...

  • Personal Finance Advisor

    4 weeks ago

    Blainville, Canada Desjardins Full time

    2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. The work mode arrangement for the position is full-time on site for the first year, followed by a hybrid work model. Required As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships...

  • Personal Finance Advisor

    4 weeks ago

    Blainville, Canada Desjardins Group Full time

    The work mode arrangement for the position is full-time on site for the first year, then hybrid.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...

  • Personal Finance Advisor

    4 weeks ago

    Blainville, Canada Desjardins Group Full time

    A leading financial services institution in Blainville is seeking a Personal Finance Advisor to develop and maintain strong business relationships with clients. You will advise clients on financial strategies and solutions while staying updated on industry trends. Candidates should have a Bachelor’s degree, at least one year of experience, and knowledge of...

  • Personal Finance Advisor | Build Client Wealth

    4 weeks ago

    Blainville, Canada Desjardins Full time

    A financial services organization is seeking a Personal Finance Advisor in Blainville, Quebec. The candidate will develop lasting relationships with clients, offering tailored financial strategies to help them meet their goals. Required qualifications include a college diploma, a minimum of two years of experience, and a mutual fund representative...

  • Personal Finance Advisor | Build Client Wealth

    4 weeks ago

    Blainville, Canada Desjardins Full time

    A financial services organization is seeking a Personal Finance Advisor in Blainville, Quebec. The candidate will develop lasting relationships with clients, offering tailored financial strategies to help them meet their goals. Required qualifications include a college diploma, a minimum of two years of experience, and a mutual fund representative...

  • Advisor, Investment and Financing

    1 week ago

    Blainville, Canada Desjardins Full time

    Join to apply for the Advisor, Investment and Financing role at Desjardins.Several opportunities are currently available in the Laurentides region.As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service...

  • Banking advisor

    2 weeks ago

    Blainville, Canada National Bank of Canada Full time

    Compensation: Between $55,200 and $66,900 per year A career as a Banking Advisor A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to...

  • Banking Advisor

    7 days ago

    Blainville, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

  • Banking Advisor

    2 weeks ago

    Blainville, Canada National Bank Full time

    Attendance On-Site Job number 29702 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 25-Nov-2025 $ 49000 $ 60700 Salary: $ 49000 - $ 60700 per year Area(s) of interest: Advisory services, Personal banking Location(s): Blainville A career as a Banking Advisor at National Bank...