Find work in Canada.

512,732 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 hours ago
C
Financial Services Representative
CIBC
Courtenay, BC
- Full-time
Added 2 hours ago
BB
Accounts Receivable Specialist
Bosch Building Technologies North America
Vancouver, BC
- Full-time
…dispute resolution while partnering with project managers, sales teams, and customers to improve collections and reduce bad debt. The position also supports reporting, maintains accurate…
Added 2 hours ago
SE
Technical Sales Representative - Contractor
Schneider Electric
Moncton, NB
- Full-time
As a Technical Sales Representative, you will manage a portfolio of contractors across the Atlantic territory. Through regular field interactions, you will develop trusted relationships,…
Added 3 hours ago
BG
Outside Parts & Service Representative - Heavy Equipment - Material Handling (Barrie)
Brandt Group of Companies
Oro, ON
- Full-time
Brandt is currently seeking an Outside Parts & Service Representative for our Barrie Construction & Forestry location.
Added 3 hours ago
GD
Parts Counter Sales Representative
Green Diamond Equipment
Summerside, PE
- Full-time
We’re looking for a motivated and customer focused Parts Counter Sales Representative to join our Summerside, PEI location.
Added 3 hours ago
WB
office equipment sales representative - wholesale (non-technical)
Wilson's Business Solutions
Dryden, ON
- Full-time
Added 4 hours ago
TM
Wireless Sales Representative
The Mobile Shop
Grande Prairie, AB
- Full-time
…Glentel Inc., Canada’s leading wireless retailer. We are seeking Sales Representatives (Mobilists) who will guide customers towards their optimal phone and rate plan options that align with…
Added 4 hours ago
A
Spare Parts Specialist
ABB
Mississauga, ON
- Full-time
Added 4 hours ago
HE
Customer Sales Representative
Hype Events
Toronto, ON
- Full-time
Added 4 hours ago
MN
Retail Sales Representative
Mosaic North America
Calgary, AB
- Part-time
We are currently recruiting a results-oriented Sales & Merchandising Representative to represent our clients. This is a great opportunity for someone looking to start and develop a career…
Added 4 hours ago
D
Senior Advisor, Business development and sales support
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC
- Full-time
As a senior sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 4 hours ago
T
Part Time Sales Representative | Marlborough Mall
TELUS
Calgary, AB
- Part-time
Added 5 hours ago
NF
Sales Representative - Scarborough Town Centre
Neo Financial
Toronto, ON · Scarborough, ON
- $20 CAD / hour
- Part-time
Added 5 hours ago
BG
Outside Parts & Service Representative - Agriculture
Brandt Group of Companies
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Brandt is currently seeking an Outside Parts & Service Representative for our Rocky View (John Deere) Agriculture location.
Added 5 hours ago
V
Commission Sales Representative (Simcoe County)
VettaTech
Barrie, ON
- Contract
…mid-sized businesses, and we’re looking for an independent sales representative to grow our client base across Simcoe…
Added 6 hours ago
SH
Account Executive
Stem Health
Toronto, ON
- Full-time
Added 6 hours ago
MS
Business Development Representative - Grain
McGill St Laurent
Montreal, QC
- Full-time
Added 6 hours ago
MS
Business Development Representative - Lumber
McGill St Laurent
Montreal, QC
- Full-time
As a Business Development Representative, you are the engine of our growth. Your mission is to open doors: identify and approach new suppliers and buyers, qualify opportunities, and turn…
Added 6 hours ago
T
Developing Investment Advisor
TD
London, ON
- Full-time
Added 6 hours ago
WR
Account Executive
WOW Recruitment
Toronto, ON
- $80,000 to $90,000 CAD / year
- Full-time
Added 6 hours ago
CH
Sales Support Coord
CBRE HV
Saskatoon, SK
- Full-time
…real estate. Works under the direct supervision of experienced sales professional or team of sales professionals in a training…
Added 7 hours ago
GS
Business Development Representative (BDR)
Grain St Laurent
Montreal, QC
- Full-time
Added 7 hours ago
CW
Business Development Representative (BDR)
Canadian Wood Products
Montreal, QC
- Full-time
As a Business Development Representative, you are the engine of our growth. Your mission is to open doors: identify and approach new suppliers and buyers, qualify opportunities, and turn…
Added 7 hours ago
PM
Retail Sales Associate - Scarborough Town
POP MART
Toronto, ON · Scarborough Town
- Part-time
Added 7 hours ago
A
Client Service Representative - Strathmore (12 Month Term)
ATB
Strathmore, AB
- Full-time

Desjardins

Personal Finance Advisor

Sorel-Tracy, 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

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 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

Report this job