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Added 9 mins ago
PA
Automotive Parts Advisor
Pfaff Automotive Partners Inc.
Bolton, ON
- Full-time
Key words: Automotive Parts Advisor, Parts Consultant, Parts Specialist, Parts Representative, Parts Associate, Dealership Parts Advisor, Counterperson, Counter Advisor, Runner, Aftermarket…
Added 9 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
As an Automotive Sales Consultant at Acura of Thornhill, you’ll play a key role in helping customers find the right vehicle while creating a seamless and enjoyable buying experience.…
Added 9 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Vaughan, ON
- Full-time
Audi Vaughan is looking for a driven, customer-focused Automotive Sales Representative to join our high-performing team. As part of Lithia & Driveway (NYSE: LAD), one of North America's…
Added 9 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Markham, ON
- Full-time
…a motivated, enthusiastic, and customer-focused Automotive Sales Consultant to join our…
Added 9 mins ago
PA
Automotive Sales Consultant
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
Participate in ongoing product, sales, and professional development training.
Added 9 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Vaughan, ON
- Full-time
Audi Vaughan is looking for a driven, customer-focused Automotive Sales Representative to join our high-performing sales team.
Added 9 mins ago
PA
Automotive Parts Advisor
Pfaff Automotive Partners Inc.
Mississauga, ON
- Full-time
Key Words: Automotive Parts Advisor, Parts Consultant, Parts Specialist, Parts Representative, Parts Associate, Dealership Parts Advisor, Counterperson, Counter Advisor, Runner, Aftermarket…
Added 9 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Guelph, ON
- Full-time
…is on the hunt for a motivated and enthusiastic Automotive Sales Representative. You can join a dealership that has been consistently named one of the Best Dealership to Work…
Added 9 mins ago
PA
Automotive Sales & Finance Consultant
Pfaff Automotive Partners Inc.
Mississauga, ON
- Full-time
Key Words: Automotive Sales Representative, Auto Sales Consultant, Product Advisor, Vehicle Sales Consultant, Car Sales Representative, Sales Associate, Automotive Retail Sales, Sales…
Added 39 mins ago
O
NA Sales Representative, Commercial EXA & Hardware Sales Specialist
Oracle
Canada
- Full-time
Coordinates with the other members of the sales team (employees and partners) to support account sales and business development strategies.
Added 39 mins ago
BA
FIRST IMPRESSIONS REPRESENTATIVE
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Job Summary: The First Impressions Representative is responsible for receiving customer phone calls courteously and respectfully, discovering the needs of Birchwood customers, and directing…
Added 39 mins ago
T
Full Time Sales Representative (Koodo) | Southgate Centre
TELUS
Edmonton, AB
- Full-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 40 mins ago
BB
Associé(e) des ventes au détail (Temps plein) / Retail Sales Associate (Full Time)
Best Buy Canada
Mascouche, QC
- Full-time
Grow your career in similar roles (customer service representative, merchandiser, online order pick-up specialist) or development roles (team lead, assistant store leader, store leader).
Added 1 hour ago
H&
Client Ambassador (FT) - Scarborough Town Centre
Hillberg & Berk
Toronto, ON · Scarborough, ON
- Full-time
…customer service for our customers. If you have a passion for sales, merchandising, promoting brand initiatives and supporting your community through H&B's purpose work, we would love to…
Added 1 hour ago
C
Financial Services Representative (Multiple Locations)
CIBC
Barrie, ON · Belleville, ON · Brampton, ON · Burlington, ON · Cornwall, ON · Hamilton, ON · Kingston, ON · London, ON · Milton, ON · Mississauga, ON · Niagara Falls, ON · Oakville, ON · Oshawa, ON · Ottawa, ON · Peterborough, ON · St. Catharines, ON · Toronto, ON · Vaughan, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 hour ago
C
Financial Service Representative
CIBC
Calgary, AB
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 hour ago
J
Analyst, Operational Performance / Hybrid
JLL
Toronto, ON · CAN-CORP Toronto-Toronto, Canada
- Full-time
…integrity and accuracy of operational data including tenant sales, mall traffic, occupancy/vacancy, and leasing activity, while delivering insights that translate complex operational…
Added 1 hour ago
CC
Financial Services Representative
Conexus Credit Union
La Ronge, SK
- Full-time
We have a Financial Services Representative opportunity at our La Ronge branch. You are one of the first people our members encounter at the branch. You will help them with whatever they…
Added 1 hour ago
NF
District Sales Manager- GTA (Scarborough)
Neo Financial
Toronto, ON · Scarborough, Ontario
- Full-time
Lead Sales Training Initiatives: Spearhead training efforts within your district, including facilitating large-scale sales representative onboarding sessions during mall launches and…
Added 1 hour ago
CF
Member Services Rep
Crunch Fitness Canada
Sarnia, ON
- $17.95 CAD / hour
- Part-time
Join our dynamic team as a Member Services Representative and be a key contributor to creating a warm, inviting atmosphere that enriches the lives of our team members and community. If…
Added 1 hour ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Edmonton, AB
- Part-time
Own self-development and provide continuous feedback to colleagues and Leadership Team
Added 2 hours ago
SW
ScotiaMcLeod Senior Associate
Scotia Wealth Management
Montreal, QC
- Full-time
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 2 hours ago
CS
Inside Sales Representative
Certified Sales and Rentals
Saskatoon, SK
- Full-time
Certified Sales & Rentals is growing, and we're on the lookout for a passionate, detail driven Inside Sales Representative, whose primary responsibilities are processing order desk sales,…
Added 2 hours ago
DR
Sales Representative
DMC Recruitment Group
Toronto, ON
- Full-time
As Sales Representative, you will develop new business and strengthen relationships with architects, interior designers, end-users, contractors, and other key industry partners across the…
Added 2 hours ago
CC
Assistant Route Service Sales Representative (4-Day Workweek)
Cintas Canada
Abbotsford, BC
- Full-time
Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and…

Desjardins

Personal Finance Advisor

Saint-Sauveur, QC, Canada
Sainte-Adèle, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 2026
Posting language: English
Posted: Oct 27, 2026

Original job description

The work mode arrangement for the position is full-time on site

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

2026-11-10

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building lasting relationships with members and clients to provide tailored financial advice and solutions. They drive business results by recommending investments, loans, and insurance products while ensuring sound risk management.

Requirements

Candidates must hold a college diploma in a related field and possess 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 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
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
Mutual Fund Representative
Financial Strategy
Market Trends
Business Development
Customer Service
Financial Planning
Portfolio Management

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