Find work in Canada.

327,302 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Save this search

Added 11 mins ago
Territory Sales Representative
Rally Internet
Toronto, ON · Greater Toronto Area, Canada
Part-time
Are you a people person who loves technology and thrives in social settings? At RALLY, we are looking for Territory Sales Representatives to bring our solutions directly to communities…
Added 11 mins ago
Account Executive
Nacora International Insurance Brokers
Hamilton, ON
Full-time
This is a sales-focused role designed for someone who enjoys developing relationships, generating new business, and building a long-term client portfolio. You'll have the freedom to develop…
Added 11 mins ago
Seasonal Customer Experience Representative
Indigo
Barrie, ON
$17.6 CAD / hour
Part-time
Added 11 mins ago
Sales Director, Inside Sales
Clover
Mississauga, ON
Full-time
Added 11 mins ago
Customer Service Representative
Hype Events
Toronto, ON · Greater Toronto Area, Canada
$41,000 to $45,000 CAD / year
Full-time
Hype Events is looking for a friendly, motivated Customer Service Representative to join our growing team.
Added 12 mins ago
Architectural & Technical Representative
IKO North America
MB · Home Office - Manitoba
Full-time
Added 12 mins ago
Warehouse Driver
Sonepar
Dartmouth, NS
Added 12 mins ago
Part Time Sales Representative (Koodo) | Bay Centre
TELUS
Victoria, BC
Part-time
Added 12 mins ago
Sales Representative
TELUS
Rocky View, AB
Added 12 mins ago
Full Time Sales Representative | Tillicum Centre
TELUS
Victoria, BC
Full-time
Added 12 mins ago
Sales Representative - Facility Services
Cintas
Boucherville, QC
Are you ready to launch your career in sales and be another reason Cintas, a growing Fortune 500 company, has been named to both FORTUNE’s World’s Most Admired Companies and Selling Power’s…
Added 27 mins ago
Bilingual Member Services Representative - Floater
Assiniboine Credit Union
Winnipeg, MB
Full-time
Assiniboine Credit Union is hiring for the position of a Permanent Full Time Bilingual Member Services Representative-Floater.
Added 27 mins ago
Seasonal Customer Experience Representative
Indigo Books & Music
Corner Brook, NL
Part-time
Added 42 mins ago
Territory Sales Representative (Greater Toronto Area)
Construction Specialties
Mississauga, ON
$85,000 to $110,000 CAD / year
Full-time
Responsible for driving sales growth within an assigned territory through customer relationship management, business development, and consultative selling. Develops new business, maintains…
Added 42 mins ago
Global Account Executive Commission-based Freelancer
LYONIQ
Success, SK
Full-time
Added 42 mins ago
Furniture Account Executive
Grand & Toy
Vaughan, ON
Full-time
Added 42 mins ago
Account Executive
Compugen Inc
Toronto, ON
Full-time
Added 42 mins ago
Inside Sales Representative
Tsubaki of Canada
Mississauga, ON
Full-time
Added 43 mins ago
Parts Driver, Saanichton, BC
Velocity Vehicle Group
Saanichton, BC
Added 43 mins ago
PepsiCo Beverages Sales Representative
PepsiCo
Ottawa, ON
Contract
As a Sales Representative for PepsiCo Beverages Canada, you will be maximizing business growth through the acquisition of new customers and maintenance of existing customer in various…
Added 43 mins ago
Outside Sales Representative
Sunbelt Rentals, Inc.
Collingwood, ON
Full-time
Added 57 mins ago
Sales Assistant
The Taggart Group of Companies
Russell, ON
Full-time
Added 57 mins ago
Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
Full-time
Added 57 mins ago
Commis aux pièce
Advance Auto Parts
Sainte-Marie, QC
Full-time
Added 1 hour ago
Représentant du service à la clientèle/Customer service representative
Lanctôt Sports
MB · Saint-Laurent, MB
Full-time

Desjardins

Advisor

Montreal, QC, Canada
Caisse Desjardins de Lachine, Canada

Job type: Full-time
Apply by: Oct 7, 2026
Posting language: English
Posted: Sep 21, 2026

Apply About employer

Applications open in a new tab.

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 work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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
Knowledge of French is required
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of current financial, economic, political and legislative events
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 the integration of financial data into computer systems
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes
Knowledge of service standards
Knowledge of the techniques used to assess and monitor individual financing applications
Understanding of the philosophy and fundamentals of financial services cooperatives

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

2026-10-6

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients by providing personalized financial advice and solutions to meet their goals. They also manage business relationships, monitor service quality, and represent the organization in the community.

Requirements

Candidates must hold a college diploma in a related field and have at least two years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Financial advising
Relationship management
Investment advice
Loan processing
Insurance product knowledge
Risk management
Debt management
Customer service
Financial analysis
Market trend analysis
Interpersonal skills
Communication
Compliance
Financial planning
Strategic planning

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
Investments
Loans
Insurance
Financial services
Risk management
Debt management
Mutual fund representative
Desjardins
Financial cooperatives
Compliance
Client satisfaction
Business development
Financial data
Market trends
Hybrid work
Pension plan
Telemedicine
Financial strategy

Report this job