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Added 15 mins ago
442 - COLLEGESIDE CC - Cook
Family Day Care Services
Brampton, ON
Prior experience preparing meals in a business or institutional setting will be an asset
Added 15 mins ago
WC
Business Development Representative (2026-397-CP)
WoodGreen Community Services
Toronto, ON
- Contract
Competition #2026-397-CP Business Development Representative (2026-397-CP)
Added 15 mins ago
WC
Business Development Representative (2026-402-CP)
WoodGreen Community Services
Toronto, ON
- Contract
Competition #2026-402-CP Business Development Representative (2026-402-CP)
Added 15 mins ago
IC
Product Manager, Investment Product Management
ivari Canada
Toronto, ON
- Full-time
…as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and…
Added 30 mins ago
GM
Inside Sales Representative
Gypsum Management and Supply
Regina, SK
- Full-time
…Holidays & Vacation Days, Professional Growth Opportunities, Development & Training Programs. All benefits subject to…
Added 30 mins ago
S
OH Lead Sarnia Refinery
Shell
Sarnia, ON
- Full-time
…Health lead to determine the health needs of employees and the business in the development of the health plan for personnel at Sarnia Manufacturing, Brockville Lubricants and Ontario…
Added 31 mins ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
…by effective administration and day-to-day trading of their…
Added 31 mins ago
SC
Supervisor, Transportation I
Staples Canada
Port Coquitlam, BC
- Full-time
This job supervises all delivery personnel. Supervises a minimum of five employees. May be required to work a flexible schedule and be available based on the needs of the business.
Added 46 mins ago
NB
Banking Advisor
National Bank of Canada
Red Deer, AB
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 46 mins ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 46 mins ago
NB
conseiller Bancaire
National Bank of Canada
Montreal, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 46 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 46 mins ago
FK
Business Development Manager
Fresh Kitchen + Juice Bar
Vaughan, ON
- Full-time
Fresh Kitchen + Juice Bar is hiring a Business Development Manager!
Added 46 mins ago
C
Client Service Representative [Hourly]
CIBC
Manitouwadge, ON
- Part-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day…
Added 46 mins ago
Territory Sales Representative - Halifax
Molson Coors
Halifax, NS
In the role of Territory Sales Representative working based out of Nova Scotia you will be part of the Atlantic Commercial team. This position reports to the Nova Scotia District Sales…
Added 46 mins ago
Administrative Assistant II, Subacute Inpatient Unit
Nova Scotia Health and IWK Health
Halifax, NS
…2SLGBTQIA+ to apply to support our goal for our workforce to be representative of the patients, families, and communities that we care for at all job…
Added 1 hour ago
S
Account Manager - Western Canada
Slide
Remote, Canada
- $106,000 to $141,000 CAD / year
- Full-time
- Remote
Slide is a modern, security-first Business Continuity & Disaster Recovery (BCDR) company built exclusively for Managed Service Providers. Founded by Austin McChord (Datto Founder & former…
Added 1 hour ago
S
Sales Representative - Canada
Slide
Remote, Canada
- $106,000 to $141,000 CAD / year
- Full-time
- Remote
As a Sales Representative and “Hunter” at Slide, you will be responsible for bringing new Managed Service Providers (MSPs) into the Slide partner community. You will own the full sales…
Added 1 hour ago
F
Webber - Operations Manager - Infrastructure Management
Ferrovial
ON · CAN - Webber - Infra - York
- Full-time
…innovators and trailblazers. Ferrovial is also leading the development of the New Terminal One at JFK International Airport. Ferrovial shares trade under the ticker symbol FER on two stock…
Added 1 hour ago
Strategic Sales Development Representative
Coveo
Montreal, QC
2+ years of experience in business-to-business (B2B) technology sales or sales development.
Added 1 hour ago
S
Medical Laboratory Technologist
Sanya’k̓ula
Whistler, BC
- Full-time
Assist in the evaluation of technical procedures and provides input in the development and maintenance of policy procedures for assigned work area.
Added 1 hour ago
RO
L.R. Wilson Curator of Canadian Art & Culture
Royal Ontario Museum
Toronto, ON
- Full-time
Lead the stewardship, strategic development, and growth of ROM's Canadian art and culture collections through acquisitions, loans, donations, research, documentation, exhibitions,…
Added 1 hour ago
Fire Chief
The Corporation of The City of St. Thomas
St. Thomas, ON
…operational oversight of the Fire Department, including the development and implementation of departmental policies, procedures, and service delivery standards. The position oversees and…
Added 1 hour ago
D
Advisor, Personal
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Sainte-Julienne, QC
- Full-time
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…

Desjardins

Personal Finance Advisor

Levis, QC, Canada
Caisse Desjardins de la Chaudière, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Jan 11, 2027
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

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

2027-01-10

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More about this job

Responsibilities

The advisor is responsible for building trusting relationships with 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 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 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
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance
Financial Services
Investments
Loans
Insurance
Risk Management
Client Relations
Mutual Fund Representative
Hybrid Work
Pension Plan
Telemedicine
Financial Strategy
Market Trends
Business Development

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