Jobs in Canada

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Added 10 mins ago
S
Sales Representative
SoftMoc
Vancouver, BC · Greater Vancouver Metropolitan Area
- Part-time
Role Description As a full-time Sales Representative at SoftMoc, you will work on-site in the Greater Vancouver Metropolitan Area, helping customers find the right footwear and accessories…
Added 10 mins ago
IG
Call Center Representative
Insight Global
Toronto, ON · Etobicoke, ON
- Contract
It is hybrid 3 days per week onsite at the office location in each city.
Added 10 mins ago
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Representative, Petline Claims
Definity Insurance Company
Winnipeg, MB
- Full-time
Collaborate with channel partners and customer policy holders to obtain information for claims submissions and adjudication
Added 25 mins ago
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Customer Service Representative
BMO
Toronto, ON
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 40 mins ago
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Bilingual Customer Service Representative
Arriscraft
Burlington, ON
- Full-time
Arriscraft Canada Inc is seeking a highly organized and customer-focused Bilingual Customer Service Representative (English/French) to support our Canada Brick customers, dealers, and sales…
Added 40 mins ago
Sales Development Representative
Ametek, Inc.
Levis, QC
Sales Development Representative | FARO CREAFORM | Lévis, Quebec
Added 1 hour ago
CL
Technical Sales and Quotations Representative
Canarm Ltd.
Brockville, ON
- $50,000 to $90,000 CAD / year
- Full-time
Each business unit leverages world-class manufacturing, sourcing strategies, and product knowledge to deliver an overall superior customer experience.
Added 1 hour ago
BT
Counter Sales Representative
Bumper to Bumper Canada
Sudbury, ON · Greater Sudbury, ON
- Full-time
We are looking for someone seeking exciting new opportunities as Counter Sales Representative for our thriving team in Sudbury, ON. The successful person will be an energetic, customer…
Added 1 hour ago
PH
Accounts Payable Customer Service Representative
Provincial Health Services Authority
Burnaby, BC
- Full-time
Job Title:ACCOUNTS PAYABLE CUSTOMER SERVICE REPRESENTATIVERequisition #:206692Job Location:Canada-British Columbia-BurnabyDepartment:Accounts PayableJob Type:Temporary, Full TimeStart Date…
Added 1 hour ago
Complex Violations Clerk (Clerk 3)
The Government of Nova Scotia
Halifax, NS
You have four (4) years of related experience in a customer service and/or administrative environment with a working knowledge of the Traffic Safety Act and an understanding of the rules of…
Added 2 hours ago
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Driver - Mobile Primary Care Unit
Shared Health-Soins Communs
Dauphin, MB
- Full-time
Experience working effectively with a diverse team and client populations
Added 3 hours ago
P&
SAP S4 Hana MM Functional Analyst
Pratt & Whitney
Mississauga, ON
- Full-time
We are on a digital transformation journey, redefining how we work, optimizing operations and transforming products and services to elevate employee and customer experiences.
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Amos, QC
- Full-time
…use your analytical skills in order to offer a people-centric experience for branch…
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
…use your analytical skills in order to offer a people-centric experience for branch…
Added 5 hours ago
H&
Assistant Store Manager - Market Mall
Hillberg & Berk
Calgary, AB
- Full-time
…driving sales, and ensure that we are continually providing an experience that surprises and delights our…
Added 5 hours ago
GC
Sr. Community Developer - Far Cry
Game Companies
Montreal, QC
- Full-time
Support internal & external milestones, such as betas and launches, to ensure KPIs are met & to advocate for player experience.
Added 6 hours ago
FC
wholesale trade representative
Fastenal Canada
Tecumseh, ON
- Full-time
Added 7 hours ago
EC
Outside Sales Representative
Eaton Corporation
Delta, BC
- Full-time
Eaton’s Electrical sector is currently seeking an Outside Sales Representative to join our team. This position is based at our Delta, BC facility and offers benefits from day one as well as…
Added 7 hours ago
AA
Analyste de l'Offre Produit, Systèmes cabine - Product offer analyst, Cabin systems
Airbus Aircraft
Mirabel, QC
- Full-time
Vous avez une expérience en personnalisation des avions, vous avez travaillé en ingénierie, gestion de projets, de configuration ou en gestion de produit ? Vous souhaitez évoluer et…
Added 7 hours ago
FC
Sr Cust Service Rep/Station
FedEx Canada
Woodbridge, ON
- Full-time
Must have the ability to lift 70 lbs & manoeuvre any package weighing up to 150 lbs with appropriate equipment
Added 7 hours ago
SL
School Bus Driver – No Exp Needed – Training Provided!
Summit LLC
Timmins, ON · Temiskaming Shores, ON · Kirkland Lake, ON · Kapuskasing, ON · Hearst, ON · Haileybury, ON · New Liskeard, Ontario
- Part-time
Must have a clean Drivers Abstract · Must have at least 2 years of driving history
Added 8 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 8 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
C
Head of Onboarding, Global Integrated Payments
Corpay
Toronto, ON
- Full-time
This position falls under our Cross Border line of business and is located in Toronto, ON
Added 8 hours ago
C
Onboarding Specialist, Global Integrated Payments
Corpay
Toronto, ON
- Full-time
This position falls under our Cross Border line of business and is located in Toronto, ON

Desjardins

Personal Finance Advisor

Sherbrooke, QC, Canada
Caisse Desjardins du Nord de Sherbrooke, 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 9, 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

General 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

2026-10-8

Apply on desjardins.wd10.myworkdayjobs.com 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 business objectives, assess service quality, and collaborate with experts to design integrated financial strategies.

Requirements

Candidates must hold a general college diploma and have 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 product knowledge
Relationship management
Risk management
Customer satisfaction
Interpersonal savvy
Market trend analysis
Financial services
Strategic planning
Communication
Action oriented
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
Mutual Fund Representative
Client Relations
Financial Planning
Hybrid Work
Pension Plan
Telemedicine
Market Trends
Strategic Advice

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Work requirements

Jobs in Canada