Jobs in Canada

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Added 7 hours ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 7 hours ago
O
Inside Sales Representative
OPENLANE
Saskatoon, SK
- Full-time
We are seeking an Inside Sales Representative with experience in maintaining and increasing dealer consignment and purchase activity. You will be part of an Inside Sales team responsible…
Added 8 hours ago
M
Municipal Division Manager (Project Manager or Team Lead)
McElhanney
AB · Edmonton, AB
- Full-time
…mapping, planning, landscape architecture, and environmental services. As a 100% employee-owned and operated firm, with over 1,500 staff members in 31 locations, we are proud to offer…
Added 9 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 9 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 11 hours ago
3
Territory Manager – Montreal area
360.Agency
Montreal, QC
- Full-time
…websites, e-commerce platforms, and CRM-Desking suite. As a representative of 360.Agency in your territory, you will build strong business relationships with automotive and powersports…
Added 12 hours ago
S
Account Development Representative II - Toronto
Samsara
Georgina Beach, ON
- Full-time
…infrastructure of our planet, including agriculture, construction, field services, transportation, and manufacturing - and we are excited to help digitally transform their operations at…
Added 12 hours ago
S
Account Development Representative II - Toronto
Samsara
East Gwillimbury, ON
- Full-time
…infrastructure of our planet, including agriculture, construction, field services, transportation, and manufacturing - and we are excited to help digitally transform their operations at…
Added 12 hours ago
S
Account Development Representative II - Toronto
Samsara
Ajax, ON
- Full-time
…infrastructure of our planet, including agriculture, construction, field services, transportation, and manufacturing - and we are excited to help digitally transform their operations at…
Added 12 hours ago
S
Account Development Representative II - Toronto
Samsara
Aurora, ON
- Full-time
…infrastructure of our planet, including agriculture, construction, field services, transportation, and manufacturing - and we are excited to help digitally transform their operations at…
Added 12 hours ago
S
Account Development Representative II - Toronto
Samsara
Brampton, ON
- Full-time
…infrastructure of our planet, including agriculture, construction, field services, transportation, and manufacturing - and we are excited to help digitally transform their operations at…
Added 12 hours ago
S
Account Development Representative II - Toronto
Samsara
Caledon, ON
- Full-time
…infrastructure of our planet, including agriculture, construction, field services, transportation, and manufacturing - and we are excited to help digitally transform their operations at…
Added 12 hours ago
S
Account Development Representative II - Toronto
Samsara
Halton Hills, ON
- Full-time
…infrastructure of our planet, including agriculture, construction, field services, transportation, and manufacturing - and we are excited to help digitally transform their operations at…
Added 12 hours ago
V
Technician I / Technicien (ne) éolienne I (Québec City, Quebec, CA)
Vestas
Quebec, QC
- Full-time
…2027. Une fois le parc mis en service, Vestas assurera les services de maintenance des éoliennes pour les propriétaires du…
Added 12 hours ago
NS
OPOR Training Lead, Education & Learning
Nova Scotia Health Authority
Bedford, NS
- Full-time
Bachelor’s degree in a clinical discipline or health-related field.
Added 12 hours ago
R
Field Sales Representative (Sustainability)
Ridwell
Ochre River, MB
- Internship
Care about keeping stuff out of landfills and love talking to people? Join Ridwell’s field team and help Bay Area neighbors reuse and recycle more. You’ll go door to door sharing a service…
Added 12 hours ago
BB
Field Technical Service Representative (Seasonal)
Best Buy Canada
Barrie, ON
- Part-time
You’ll love it here! We are hiring immediately for a field technical service representative, which at Best Buy we call a field service agent.
Added 14 hours ago
CF
Fitness and Sports Instructor / Aquatics Supervisor
Canadian Forces Morale and Welfare Services
Gander, NL
- Full-time
The successful candidate must live within the area of selection or be willing to relocate at their own expense
Added 14 hours ago
C
Senior Specialist Regional Sales Representative (Montreal Central & South West)
CN
Quebec, QC
- Full-time
…assesses customer transportation needs and aligns them with CN's services and strategic third-party partners. The role drives business growth by developing new lanes, expanding CN's…
Added 14 hours ago
GO
Employee and Labour Relations Investigator
Government of Manitoba
Winnipeg, MB
- Full-time
Must possess and maintain a valid Class 5 Manitoba driver’s licence with access to a vehicle
Added 14 hours ago
OD
Customized Employment Specialist
Open Door Group
Surrey, BC
- $33.49 to $35.31 CAD / hour
- Full-time
…employment, community support, outreach, job coaching, disability services, employment services or another related field. We recognize that career paths are not always linear and welcome…
Added 14 hours ago
TI
Account Representative | Woodbridge, ON
TTI, Inc.
Woodbridge, ON
- Full-time
The Account Representative sells company products and services via telephone, internet, e-mail and fax. Works in conjunction with Field Sales Representatives, Product Management, and Sales…
Added 14 hours ago
M
Senior Product Delivery Manager
Manulife
Toronto, ON
- Full-time
Bachelor's degree in Business, Finance, Computer Science, Information Technology, or a related field.
Added 14 hours ago
SS
Entry Level Sales Representative
Simple Staffing
Ottawa, ON
- Full-time
Simple Staffing is hiring for this position on behalf of RPM Home Services *
Added 14 hours ago
M
Field Survey Technician
McElhanney
Prince George, BC
- Full-time
Valid driver’s license required

Desjardins

Personal Finance Advisor

Sainte-Marie, QC, Canada
Caisse Desjardins de La Nouvelle-Beauce, Canada

Full-time

Apply on desjardins.wd10.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 7, 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 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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-21

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide tailored financial advice and solutions. They manage a portfolio of individual and business clients while balancing satisfaction, profitability, and risk management.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Financial advising
Relationship management
Investment recommendations
Loan processing
Insurance products
Risk management
Customer satisfaction
Market trends analysis
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
Mutual Fund Representative
Financial Strategy
Market Trends
Hybrid Work
Defined Benefit Pension
Telemedicine
Customer Service

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Work requirements

Jobs in Canada