Jobs in Canada

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Added 10 mins ago
BI
Field Service Representative,
Baxter International Inc.
AB · Edmonton, AB
- Full-time
The Field Service Representative, with minimal supervision, inspects, services, repairs, upgrades or installs renal care equipment on which training has been provided. This work is…
Added 10 mins ago
NH
INDIGENOUS HEALTH SERVICE ASSISTANT
Northern Health - BC
Terrace, BC
- Full-time
…supervision of Manager or designate, the Indigenous Health Service Assistant (Indigenous Service Assistant) proactively engages with First Nations, Métis, and Inuit patients, families and…
Added 10 mins ago
R
Paint, Customer service associate
RONA
Vancouver, BC
- $18.45 to $20.75 CAD / hour
- Full-time
Become a member of our customer service team! Use your skills to guide customers, manage their special orders and ensure an great shopping experience. Your focus on service and ability to…
Added 10 mins ago
GD
Call Center Sales Specialist
Globalfaces Direct
Toronto, ON · North York, ON
- Full-time
Develop creative solutions to donor challenges including policy changes, technology issues, representative verification, and charity knowledge gaps.
Added 10 mins ago
C
Financial Services Representative II
CIBC
Chemainus, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 26 mins ago
B
Conseiller.ère, Service à la clientèle - Lebeau (temporaire)
Belron
Trois-Rivières, QC · Lebeau - Cap-de-la-Madeleine
- Full-time
Are you looking for an exciting and rewarding career as a Customer Service Representative, in a workplace where you can connect with customers, use modern tools and make a difference every…
Added 41 mins ago
W
Conductor - Sault Ste Marie, ON
Watco
Sault Ste. Marie, ON
- Full-time
…unloading and loading of railcars in a safe and efficient manner to service our customers. This position is a manual labor position which requires that the individual become proficient in…
Added 41 mins ago
IF
Licensed Diesel Mechanic
Impact Fulfillment Services
Hamilton, ON
- Full-time
…overhauls/rebuilds in a timely manner; ensuring quality, time standards, customer expectations, cost guidelines and reliability goals are met. The T4 works on assignments requiring…
Added 41 mins ago
IF
Chauffeur-livreur classe 3 – Livraisons locales | 26 $/h
Impact Fulfillment Services
Mirabel, QC
- Full-time
Permis de conduire valide de classe 3 , avec mention F pour les freins pneumatiques, lorsque requise
Added 41 mins ago
IF
310T Licensed Diesel Mechanic Technician
Impact Fulfillment Services
Guelph, ON
- Full-time
Valid G driver’s license required; AZ license preferred
Added 56 mins ago
A
Mobile Client Service Representative - Edm West Pointe Advisory Ctr
ATB
Stony Plain, AB · Spruce Grove, AB · Edmonton, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 2 hours ago
CW
Facility Solutions Manager, full time
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 2 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 2 hours ago
VM
Sales Representative - Summer 2027
Vantage Marketing Canada
Waterloo, ON
- Full-time
…model that revolutionized how homeowners access fast, reliable…
Added 2 hours ago
A
Client Service Representative - Edmonton Manning Crossing
ATB
Edmonton, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 2 hours ago
Client Service Representative - Calgary Forest Lawn (Part-Time)
ATB
Calgary, AB
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 3 hours ago
NS
Medical Laboratory Assistant - Laboratory Services
Nova Scotia Health Authority
Halifax, NS
- Full-time
…responsibilities may include: supply management, troubleshooting, and customer service…
Added 3 hours ago
TU
Cambodian Interpreter, CHOD
The Unconventional
Victoria, BC
- Full-time
Must possess the ability to perform bilateral / simultaneous interpretation and translation at a minimum proficiency level of 4/4/4/4 · Must have previous documented experience and expertise in providing simultaneous language interpretations for similar events
Added 3 hours ago
TU
Chinese (Cantonese) Interpreter, CHOD
The Unconventional
Victoria, BC
- Full-time
Must possess the ability to perform bilateral / simultaneous interpretation and translation at a minimum proficiency level of 4/4/4/4 · Must have previous documented experience and expertise in providing simultaneous language interpretations for similar events
Added 3 hours ago
Member Services Representative - Queensborough Branch
Coast Capital Savings
New Westminster, BC
On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice and service approach with demonstrated ability to proactively listen and identify…
Added 3 hours ago
CK
Customer Service Representative
Circle K
Oromocto, NB
- Part-time
Night shift premium
Added 3 hours ago
E
Team Manager
Evolution
Burnaby, BC
- Full-time
…deal with and/or escalation any violations to the respective representative, play an active part in table promotions and external and internal media campaigns, including but not limited to…
Added 3 hours ago
S
Field Sales Representative, East Coast (Part-Time)
Santevia
Canada
- Part-time
The Field Sales Representative, East Coast, develops business relationships and supports sales growth across the region. This role combines outside sales, B2B sales, account management, and…
Added 3 hours ago
F
Junior Technical Support Representative
FISPAN
Vancouver, BC
- Full-time
Experience: At least 2 years in a technical support or customer service role. Experience in the payment/banking industry is considered a bonus.
Added 4 hours ago
T
Entry Level Banking Role (Payment Operations - Hybrid, Mississauga)
TEKsystems
Mississauga, ON
- $22 CAD / hour
- Full-time
Hybrid schedule with 1 day per week in the Mississauga office (subject to change)

Desjardins

Personal Finance Advisor

Sorel-Tracy, 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
Available to work five days per week, Monday to Friday, including one evening

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)

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

Build and maintain trusted relationships with individual and business clients, assess their financial needs, and recommend suitable investment, loan, and insurance solutions. Monitor satisfaction and service quality, manage risk while meeting business objectives, stay informed about industry trends, and represent the organization in community outreach.

Requirements

A bachelor's degree in a related field and at least one year of relevant experience are required, although equivalent combinations of qualifications and experience may be considered. Applicants must hold a mutual fund representative certificate from the Autorité des marchés financiers, have knowledge of French, and be available Monday to Friday, including one evening.

Skills

Personal Finance Advice
Relationship Management
Customer Focus
Interpersonal Skills
Investment Recommendations
Loan Recommendations
Financial Needs Assessment
Client Satisfaction
Service Quality
Risk Management
Business Development
Market Trend Analysis
Community Outreach
Results Orientation
Mutual Fund Sales

Benefits

Annual Bonus
Flexible Vacation
Defined Benefit Pension Plan
Group Insurance
Telemedicine
Health and Wellness Expense Reimbursement
Telework Equipment Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance
Financial Advice
Investment Products
Loans
Insurance Products
Mutual Fund Representative Certificate
Client Relationships
Financial Goals
Financial Services
Market Trends
Risk Management
Business Objectives
Profitability
Client Satisfaction
Service Quality
Integrated Financial Strategies
Community Outreach
French Language
Equity, Diversity, Inclusion, and Accessibility

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Work requirements

Jobs in Canada