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Added 33 mins ago
5P
Sales And Marketing Representative
525 PUMP
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Role Description This full-time, on-site Sales and Marketing Representative role is based in the Greater Vancouver Metropolitan Area. The representative will identify and qualify…
Added 33 mins ago
F
Executive Assistant/ Inside -Outside Sales Rep
FASTSIGNS®
Langley (District), BC · Langley, BC
- Full-time
Role Description This is a full-time, on-site Executive Assistant/Inside-Outside Sales Representative role based in Langley, BC. The role includes providing executive administrative support…
Added 33 mins ago
J
Inside Sales Representative
JobsMedia.io
Mascouche, QC
- Full-time
…from suppliers as needed and regularly inform the external representative and the sales manager of any relevant market and client information. Prepare final, negotiation-ready quotes for…
Added 1 hour ago
U
Field Sales Manager (Bilingual)
UNFI
Montreal, QC
- $79,800 to $125,800 USD / year
- Full-time
Meets with the Field Representative team regularly with a cadence of solid communication, supporting the team with prioritization and delivery against key initiatives.
Added 1 hour ago
M
Proposals Specialist (2 positions)
McElhanney
Calgary, AB
- Full-time
An undergraduate degree or diploma in communications, marketing, or business-related field
Added 2 hours ago
LL
Sales Representative
Livingstone Landscaping
Brandon, MB
- $19 to $35 CAD / hour
- Full-time
Sales Representative - Grounds, Enhancements, and Snow & Ice
Added 2 hours ago
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Journeyed Trade, Instrumentation and Control Technician
SaskPower
Coronach, SK
- Full-time
Participate in the design and field modification of apparatus and equipment
Added 2 hours ago
FT Tenant Support Worker (White Road Supportive Housing)
Connective
Duncan, BC
Graduated with a Diploma in a related human/social service field and one-year of related experience.
Added 3 hours ago
GO
Ecosystem Development Specialist
Government of Manitoba
Winnipeg, MB
- Full-time
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
Added 4 hours ago
GO
Director, Workforce Development
Government of Manitoba
Winnipeg, MB
- Full-time
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
Added 4 hours ago
RH
Community Disability Worker: Monday to Friday Evenings
Robin Hood Association
Sherwood Park, AB
- $17.44 to $21.56 CAD / hour
- Full-time
…Alberta Health Services standards, Municipal Fire Standards, Service Quality Policy and Management System, Occupational Health & Safety Standards and HSMS, and Creating Excellence Together…
Added 4 hours ago
GO
Sr. Infrastructure Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
Added 4 hours ago
GO
Crown Attorney
Government of Manitoba
Winnipeg, MB
- Full-time
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
Added 4 hours ago
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Lower Mainland - Coordinator, Apprenticeship Advisor (Permanent, Full-Time)
SkilledTradesBC
Richmond, BC
- Full-time
…and internal departments to support consistent, high-quality service throughout the…
Added 4 hours ago
Business Development Support Specialist
Phantom Screens
Abbotsford, BC
…focused on supporting small-to-medium accounts and customer service excellence. This position serves as a critical bridge between our customers and internal departments while providing…
Added 4 hours ago
Junk Removal Specialist
1-800-GOT-JUNK?
Calgary, AB
Ready to build a high-energy career where every day is different? Join our Field Sales & Service Team and help us deliver exceptional customer moments and powerful service experiences.…
Added 4 hours ago
J&
Sr. Director, ERP Supply Chain & SAP Technology Platforms, Orthopedics
Johnson & Johnson MedTech
NB · Brunswick, NB
- Full-time
…including consultation with works councils and other employee representative bodies, as may be required, regulatory approvals, and other customary conditions and…
Added 5 hours ago
TC
Regional Marketing Manager - Quebec Zone
Toyota Canada Inc.
Brossard, QC
- Full-time
Consult with dealership sales and service marketing teams on digital marketing capabilities and best practices, including SEO/SEM, display advertising, on-page and off-page website…
Added 5 hours ago
CO
Member Services Clerk (Clerk B)
City of Winnipeg
Winnipeg, MB
- Full-time
The City is committed to attracting and retaining a diverse skilled workforce that is representative and reflective of the community we serve. Applications are encouraged from equity groups…
Added 5 hours ago
WC
Outside Sales Representative - St Catharines, On
Wurth Canada
St. Catharines, ON
- Full-time
A day in the life of an outside sales representative:
Added 5 hours ago
WC
Outside Sales Representative - Delta, BC
Wurth Canada
Delta, BC
- Full-time
A day in the life of an outside sales representative:
Added 5 hours ago
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Quality Assurance Associate
Catalent
Strathroy-Caradoc, ON · Strathroy, Ontario
- Full-time
…manufacturing, analytical and packaging services to offer full-service turnkey…
Added 5 hours ago
PT Residential Community Living Worker - Diversity Flat| Sunday & Monday
Connective
Kamloops, BC
Added 5 hours ago
TM
Regional Marketing Manager - Quebec Zone
Toyota Motor Corporation
Quebec, QC · Toyota Canada Inc - Quebec Zone
- Full-time
Consult with dealership sales and service marketing teams on digital marketing capabilities and best practices, including SEO/SEM, display advertising, on-page and off-page website…
Added 5 hours ago
B&
Business Development Representative
Black & McDonald Limited
Stoney Creek, NB
- Full-time
Black & McDonald’s Hamilton Service Division is seeking a driven, disciplined Business Development Representative (BDR) to expand our footprint across the commercial, industrial, and…

Desjardins

Personal Finance Advisor

Quebec, QC, Canada
Caisse Desjardins de l'Université Laval, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 21, 2026
Posting language: English
Posted: Oct 6, 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

2026-10-20

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide personalized financial advice and solutions. They manage a client base by recommending investments, loans, and insurance products while balancing business objectives with prudent risk management.

Requirements

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

Skills

Financial advising
Investment recommendation
Loan management
Insurance products
Relationship management
Risk management
Customer satisfaction
Financial planning
Interpersonal savvy
Market trend analysis
Strategic planning
Communication
Problem solving
Sales
Financial analysis

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
Mutual Fund Representative
Financial Planning
Strategic Advice
Business Development
Customer Service
Hybrid Work
Pension Plan
Telemedicine
Market Trends
Financial Analysis
Relationship Management
Banking

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