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Added 4 mins ago
LH
2600002892 - Registered Nurse
Lakeridge Health
Oshawa, ON
- Internship
8 and 12 Hour Shifts, Days, Evenings, On-Call, and Weekends Schedule (Subject to Change) · " Must have satisfactory performance record;
Added 19 mins ago
LH
2600002895 - Registered Nurse
Lakeridge Health
Oshawa, ON
- Internship
8 and 12 Hour Shifts, Days, Evenings, On- Call, and Weekends, Schedule (Subject to Change) · " Must have satisfactory performance record;
Added 2 hours ago
HM
Family Practitioner/General Practitioner
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Nanaimo, BC
- Part-time
Liaising between hospital and community program when indicated; liaising with Family GP/NP
Added 3 hours ago
NS
Food Service Worker - Seeking Casual Relief Candidates
Nova Scotia Health Authority
Halifax, NS
- Internship
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 3 hours ago
H
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SK · SK, Canada
- Full-time
…of operational plans, that align to the strategic plan and health authority priorities and directives. The Business Partner demonstrates strong leadership to enable an innovative and…
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Added 8 hours ago
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Registered Pharmacy Technician - Pharmacy Services
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Added 8 hours ago
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Registered Pharmacy Technician - Pharmacy Services
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Pharmacist - Clinical Pharmacy
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Halifax, NS
- Full-time
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Added 8 hours ago
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Pharmacy Technician
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Kamloops, BC
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 9 hours ago
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Plan Manager
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career…
Added 9 hours ago
IW
Plan Manager
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ON · Ontario, Canada
- Full-time
…salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career…
Added 9 hours ago
IW
Senior Specialist Software Engineering
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ON · Ontario, Canada
- Full-time
IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that…
Added 9 hours ago
IW
Senior Specialist Software Engineering
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that…
Added 10 hours ago
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Customer Service Representative
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Toronto, ON
- $18 CAD / hour
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Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
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Customer Service Representative
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- $18 CAD / hour
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Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
Retail - Sales Representative
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Opportunity to give back to the community through volunteering / participating in company events
Added 10 hours ago
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Dyson Expert - West Island
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Customer Service Representative
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- $18 CAD / hour
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Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
AM
Pre-Planning Director
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- $40,000 to $90,000 CAD / year
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Added 11 hours ago
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Customer Service Representative
Farm Boy Inc.
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- From $18 CAD / hour
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Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 11 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 11 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 11 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Kingston, ON
- From $18 CAD / hour
- Full-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.

Desjardins

Personal Finance Advisor

La Tuque, QC, Canada
Caisse Desjardins de La Tuque, 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 21, 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

Drive results, Interpersonal Savvy

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)

CAISSE DE LA TUQUE (10103 / Conv_Col_00121) (2020-08-27 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-4

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 client portfolios, drive business results through product recommendations, and collaborate with experts to design integrated financial strategies.

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
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Interpersonal savvy
Financial planning
Market trend analysis
Client satisfaction
Strategic planning
Communication
Financial services
Business development

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Reimbursement of 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
Mutual Fund Representative
Hybrid Work
Business Development
Strategic Planning
Market Trends
Financial Advisor

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Work requirements

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