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Jobs in Canada

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Added 10 mins ago
J
Account Development Representative II
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Account Development Representative II based in Canada.
Added 40 mins ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already ha
Added 40 mins ago
NB
Financial Planner Laval
National Bank of Canada
Laval, QC
- Full-time
Added 55 mins ago
GR
Technical Sales Representative & Branch Supervisor
Grasslands Recruitment Specialists - Canadian Ag Recruiter
ON · Ontario, Canada
- Full-time
Grasslands Recruitment Specialists has been engaged to recruit a Technical Sales Representative & Branch Supervisor for an established, family-owned agricultural company serving poultry…
Added 1 hour ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
Calgary, AB
- Full-time
Added 1 hour ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Added 1 hour ago
A
Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time
Added 2 hours ago
H
Sales Representative
Haystack
Canada
- Full-time
This employer is hiring a Sales Representative to drive growth and bring new partners into a modern, security-first business continuity platform community. The role involves managing the…
Added 2 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Chit Chats
Toronto, ON
- Full-time
Added 2 hours ago
AA
Sales Pro (PT)
Advance Auto Parts
Dartmouth, NS
- Part-time
Added 4 hours ago
AA
Account Executive
Appear AI
Toronto, ON
- Full-time
Added 5 hours ago
QC
Enterprise Account Executive
Quiet Cabins
Toronto, ON
- Part-time
Enterprise Account Development Representative
Added 5 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Calgary, AB
- Full-time
Territory Sales Representative with Leaf Filter
Added 5 hours ago
IF
Vehicles Sales Manager
Impact Fulfillment Services
Dartmouth, NS
- Full-time
Added 5 hours ago
IF
Rental Account Manager
Impact Fulfillment Services
Toronto, ON · Etobicoke, ON
- Full-time
Added 5 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
West Kelowna, BC
- Full-time
Territory Sales Representative with Leaf Filter
Added 5 hours ago
IF
Rental Account Manager
Impact Fulfillment Services
Concord, ON
- Full-time
Added 5 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Mississauga, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 5 hours ago
IF
Account Manager Combo BDM / CDM
Impact Fulfillment Services
Kitchener, ON
- Full-time
Added 5 hours ago
HE
Customer Service Specialist
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
…and brand experiences. We’re looking for a Customer Service Representative who enjoys working with people, learning new skills, and being part of a…
Added 9 hours ago
SC
Cashier/Grocery Clerk
Safeway Canada
Terrace, BC
- Full-time
Added 9 hours ago
NB
Banking Advisor
National Bank of Canada
Sorel-Tracy, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already ha
Added 10 hours ago
LA
Automotive Parts Representative
Lordco Auto Parts
Parksville, BC
- $19 to $25 CAD / hour
- Full-time
Added 11 hours ago
GF
Representative, District Sales (Windsor)
Gordon Food Service
Windsor, ON
- Full-time
Added 12 hours ago
CA
Account Executive - Emerging & Commercial Acc
CloudKettle, a Bell Canada company
Toronto, ON
- Full-time

Desjardins

Personal Finance Advisor

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

Full-time

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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 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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