Jobs in Canada

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Added 21 mins ago
PH
Overnight Customer Care Coordinator
ParaMed Home Health Care
Kitchener, ON
- Part-time
Under the direction of the Operations Manager and reporting to the Supervisors of Coordination, the Customer Care Representative will act as the primary point of contact for clients and…
Added 22 mins ago
A
Sales & Marketing Representatives
Acosta
Vaughan, ON
- Full-time
Every conversation is an opportunity to build trust, create lasting customer relationships, and help Canadians stay connected.
Added 22 mins ago
A
Sales & Marketing Representatives
Acosta
Hamilton, ON
- Full-time
Every conversation is an opportunity to build trust, create lasting customer relationships, and help Canadians stay connected.
Added 22 mins ago
SS
Sales Representative
Super Students
London, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
Cornwall, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
Peterborough, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
Hamilton, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
St. Catharines, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
Belleville, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
Waterloo, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
Barrie, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
Mississauga, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
Vaughan, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
Kingston, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
Toronto, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
SS
Sales Representative
Super Students
Oshawa, ON
- Part-time
Sales or customer service experience is an asset, not required
Added 22 mins ago
IL
Chairman's Council Team Lead
Invesco Ltd.
Charlottetown, PE
- Full-time
Prior experience in a role where strong customer service, system manipulation, and data entry skills were demonstrated required.
Added 37 mins ago
IC
Product Manager, Investment Product Management
ivari Canada
Toronto, ON
- Full-time
…obligations, and coordinate with internal teams and third-party service providers to maintain accurate, compliant, and sustainable investment offerings. You also will as a subject-matter…
Added 37 mins ago
AG
Customer Support Representative
ATCO Group
Lloydminster, SK · Bonnyville, AB
- Full-time
As a Customer Support Representative, you’ll help manage customer and stakeholder relationships across the region. You’ll work closely with customers and internal teams to understand…
Added 52 mins ago
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Inside Sales Representative-FR
Guillevin
Kirkland Lake, ON
- Full-time
Respond to customer needs and find appropriate solutions, based on the circumstances. Follow up as necessary and promptly inform key personnel of customer feedback (prices, products,…
Added 52 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 52 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 52 mins ago
CC
Route Service Representative
Cintas Canada
Toronto, ON
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 52 mins ago
S
Customer Service Agent (full-time)
SAIL
Vaudreuil-Dorion, QC
- Full-time
As a customer service agent, you are the first and last point of contact with our customers. Your main responsibility will be to become an ambassador to the SAIL’s mission and values:
Added 52 mins ago
Retail - Sales Representative
Wirelessdna
Toronto, ON · Mississauga, ON
Has demonstrated past customer service experience

Desjardins

Personal Finance Advisor

Montreal, QC, 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 27, 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

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 SOLIDAIRE DESJARDINS (92276 / Conv_Col_00109) (2018-01-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-10

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide tailored financial advice and integrated strategies. Your role involves recommending investments, loans, and insurance products while balancing client satisfaction with business 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 recommendation
Loan management
Insurance product knowledge
Risk management
Interpersonal savvy
Market trend analysis
Financial strategy development
Client satisfaction
Service quality assessment

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 Strategy
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Desjardins

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Jobs in Canada