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Added 11 mins ago
NA
Strategic Sourcing Manager
Nortek Air Solutions, LLC
Montreal, QC · Nortek Air Solutions-Montreal-Canada
- Full-time
…encompass over 2 million square feet of clean space and 180 sales representative offices. NAS's brands are known for innovation and advanced technology and provide customers with product…
Added 11 mins ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 11 mins ago
TH
Associé(e) à la mise en marché - Temps partiel
The Home Depot
Canada
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 11 mins ago
AC
Deposit Services Representative I (Full-Time, Permanent) Morden
Access Credit Union
Morden, MB
- Full-time
The Deposit Service Representative is responsible for providing various account, deposit and investment services to new and existing members. This position is also responsible for…
Added 41 mins ago
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Financial Planner - Edmonton
TD
AB
- Full-time
…protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while…
Added 41 mins ago
D
Wealth Management Advisor
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 41 mins ago
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Personal Finance Advisor, University Graduate
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers, obtained or in the process of being obtained
Added 55 mins ago
H
Client Relations Representative
H2O4Life
Cambridge, ON
- Full-time
Previous customer service, hospitality, retail, or sales experience is an asset but is not required. We provide comprehensive paid training to help you succeed.
Added 55 mins ago
Warehouse Associate
Sonepar
Kitchener, ON
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 55 mins ago
Accounts Payable Clerk, Financial Accounting & Reporting
Nova Scotia Health and IWK Health
Halifax, NS
…2SLGBTQIA+ to apply to support our goal for our workforce to be representative of the patients, families, and communities that we care for at all job…
Added 1 hour ago
SP
Customer Experience Representative
Sifton Properties Limited
London, ON
- Full-time
We are looking for a full-time Customer Experience Representative to join our Berkshire team.
Added 1 hour ago
GF
Sales and Service Representative (Fitness Trainer) - Alliston Market Village
GoodLife Fitness
Alliston, ON
- Part-time
What is a Sales and Service Representative (Fitness Trainer)?
Added 1 hour ago
District Sales Manager
Moov Pool Products
Toronto, ON
This is an exciting opportunity to join our team as the first Sales Representative based in Toronto. Reporting directly to David, Regional Sales Manager, you will play a key role in…
Added 1 hour ago
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Customer Service / Tech Support Rep (On-Site)
Concentrix
Belleville, ON
- Full-time
Join a world-class team in Belleville, ON, as a Customer Service / Tech Support Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer…
Added 1 hour ago
C
Customer Service Rep (Travel Enthusiast) On-Site
Concentrix
NS · Glace Bay, NS
- Full-time
Join a world-class team in Cape Breton, NS, as a Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 1 hour ago
C
Customer Service Rep – On-Site (Bilingual: French / English)
Concentrix
Chatham-Kent, ON · Chatham, ON
- Full-time
Join a world-class team in Chatham, as a French Bilingual Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer…
Added 1 hour ago
C
Customer Service Rep (Travel Enthusiast) On-Site
Concentrix
Dartmouth, NS
- Full-time
Join a world-class team in Dartmouth, NS, as a Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 1 hour ago
C
Customer Service / Inside Sales Rep (On-Site)
Concentrix
Oshawa, ON
- Full-time
Join a world-class team in Oshawa, ON, as a Customer Service / Inside Sales Representative! We’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 1 hour ago
E
Field Service Representative / Représentant(e) de service sur le terrain
Ecolab
Quebec, QC · Saguenay, QC
- Full-time
Ecolab is seeking a Field Service Representative (12 month Contract) where your hands-on skills and customer-first mindset will help shape a more sustainable future. You’ll be part of a…
Added 1 hour ago
Représentant(e) au service à la clientèle et logistique // Logistics & Customer Service Rep.
Actylis
Montreal, QC · Saint-Laurent, Queb
The Logistics & Customer Service Representative is responsible for managing customer inquiries, sales orders, and logistics activities to ensure seamless order-to-delivery experience. This…
Added 1 hour ago
BC
Client Service Representative - Mississauga Office
Bestax Chartered Accountants
Mississauga, ON
- Full-time
Customer service, business setup, accounting firm or sales experience in Canada is a strong advantage.
Added 2 hours ago
Field Sales Representative - Process Analytics
Mettler Toledo
Calgary, AB · BC · MB · SK
As our Field Sales Representative for Western Canada, you will promote METTLER TOLEDO’s Process Analytics solutions across Alberta, British Columbia, Saskatchewan, and Manitoba. Through…
Added 2 hours ago
BC
Client Service Assistant
BFL CANADA
Waterloo, ON
- Full-time
As a Client Service Assistant, you will be responsible to assist the Client Service Manager and the Client Service Representative to ensure the Commercial team meets company objectives and…
Added 2 hours ago
D
Business Development Manager GTA
Digicast
Toronto, ON
- Full-time
We are looking for a strategic, driven, relationship-focused sales professional to build and grow Digicast’s Toronto market.
Added 2 hours ago
Delivery Driver
Vestis Uniforms and Workplace Supplies | Canadian Linen & Uniform Service | Québec Linge Service D’Uniformes
Saskatoon, SK
If you enjoy working on various routes, physical work, driving and customer service, then this role is for you! Canadian Linen seeks a driven Relief Customer Service Representative to take…

Closed listing

Desjardins

Personal Finance Advisor

Saint-Roch-de-l'Achigan, QC, Canada
Caisse Populaire Desjardins De St-Roch-De-L'Achigan, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Oct 8, 2026
Posting language: English
Posted: Sep 28, 2026

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Original job description

Archived listing. The details below describe a past opening.

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

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)

CAISSE DE ST-ROCH-DE-L'ACHIGAN (00006 / Conv_Col_00123) (2016-10-31 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-7

About employer

More about this job

Responsibilities

Build and maintain trusted relationships with members and clients, assess their financial needs, and recommend suitable investment, loan, and insurance solutions. Monitor satisfaction and service quality, manage risk while meeting business objectives, collaborate with partners on integrated strategies, and represent the organization in the community.

Requirements

A bachelor's degree in a related field and at least one year of relevant experience are required, although equivalent combinations of qualifications and experience may be considered. The role also requires a mutual fund representative certificate from the Autorité des marchés financiers and knowledge of French.

Skills

Financial Advising
Relationship Management
Customer Focus
Interpersonal Skills
Investment Recommendations
Loan Recommendations
Financial Needs Assessment
Client Satisfaction
Service Quality Management
Risk Management
Business Development
Market Trend Analysis
Community Outreach
Results Orientation
Mutual Fund Sales

Benefits

Competitive Salary
Annual Bonus
Flexible Vacation
Defined Benefit Pension Plan
Group Insurance
Telemedicine
Health and Wellness Expense Reimbursement
Telework Equipment Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance
Financial Advising
Member and Client Relationships
Financial Goals
Investment Products
Loans
Insurance Products
Mutual Fund Representative Certificate
Financial Services
Market Trends
Risk Management
Profitability
Business Objectives
Client Satisfaction
Service Quality
Integrated Financial Strategies
Community Outreach
French Language
Hybrid Work

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