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Added 13 mins ago
GF
Overnight Customer Service Representative (Motivator) – Bradford Holland and Sideroad 10
GoodLife Fitness
Canada
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 13 mins ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 27 mins ago
CP
Customer Service Representative
Catalent Pharma Solutions
Windsor, ON · CAN-Windsor Ontario
- Full-time
We have an opportunity for a Customer Service Representative to join our team. In this role, you will manage individual customer accounts and ensure high levels of service that promote…
Added 27 mins ago
Sales Representative / Representant de vente - Montreal
The Linq Agency
Montreal, QC
LINQ is seeking motivated, confident, and customer-focused Retail Sales Ambassadors to join our growing team. We pride ourselves on building a strong agency culture and providing meaningful…
Added 27 mins ago
P
Fleet Maintenance Fueler Washer
Penske
Calgary, AB
- Full-time
Prepare daily reports of fuel, oil, and accessory sales
Added 42 mins ago
TT
Commis aux comptes recevables / Accounts Receivables Representative
Traffic Tech Inc.
Canada
- Full-time
Collaborer avec les services internes (ventes, facturation, service client) pour résoudre les litiges et les retards de paiement
Added 42 mins ago
L
Branch Manager - Office 1699
LendDirect
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 43 mins ago
JA
Représentant de service technique/Field Service Representative
JR Automation
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Are you ready to power up your career with Hitachi Energy? We are seeking a dynamic and skilled Field Service Representative to join our team. This role offers the chance to work on…
Added 43 mins ago
JA
Représentant de services technique / Technical Field Service Representative
JR Automation
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Are you ready to power up your career with Hitachi Energy? We are seeking a dynamic and skilled Field Service Representative to join our team. This role offers the chance to work on…
Added 58 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 58 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 58 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 58 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 1 hour ago
T
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 1 hour 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 1 hour ago
D
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 1 hour 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 1 hour ago
Warehouse Associate
Sonepar
Kitchener, ON
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 1 hour 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
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Customer Experience Representative
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London, ON
- Full-time
We are looking for a full-time Customer Experience Representative to join our Berkshire team.
Added 2 hours ago
GF
Sales and Service Representative (Fitness Trainer) - Alliston Market Village
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Alliston, ON
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What is a Sales and Service Representative (Fitness Trainer)?
Added 2 hours 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 2 hours ago
C
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 2 hours 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 2 hours 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…

Desjardins

Personal Finance Advisor

Levis, QC, Canada
Caisse Desjardins de Lévis, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 2, 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 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
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

2026-10-16

Apply About employer

More about this job

Responsibilities

The personal finance advisor builds trusting relationships with clients to provide tailored financial advice and solutions. They manage client portfolios, drive business results through product recommendations, and collaborate with experts to design integrated financial strategies.

Requirements

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

Skills

Financial advising
Investment recommendations
Loan processing
Insurance product knowledge
Relationship management
Customer satisfaction
Risk management
Financial strategy design
Market trend analysis
Outreach activities
Interpersonal savvy
Action oriented
Customer focus
Nimble learning

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
Investments
Loans
Insurance
Risk Management
Client Relations
Financial Planning
Market Trends
Mutual Fund Representative
Hybrid Work
Defined Benefit Pension
Telemedicine
Financial Strategy
Business Development
Customer Service

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