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Added 10 mins ago
WC
Business Development Representative (2026-397-CP)
WoodGreen Community Services
Toronto, ON
- Contract
The Business Development Representative (BDR) is a critical frontline member of WoodGreen’s Corporate Engagement and Workforce Solutions Team. We are seeking candidates with experience in…
Added 10 mins ago
WC
Business Development Representative (2026-402-CP)
WoodGreen Community Services
Toronto, ON
- Contract
The Business Development Representative (BDR) is a critical frontline member of WoodGreen’s Corporate Engagement and Workforce Solutions Team. We are seeking candidates with experience in…
Added 26 mins ago
GM
Inside Sales Representative
Gypsum Management and Supply
Regina, SK
- Full-time
The primary function of Inside Sales is to provide product knowledge on building materials to new and existing customers.
Added 41 mins ago
BG
Outside Parts & Service Representative - Agriculture
Brandt Group of Companies
Red Deer, AB
- Full-time
Brandt is currently seeking an Outside Parts & Service Representative for our Bassano Agriculture (John Deere) location.
Added 41 mins ago
BG
Outside Parts & Service Representative - Agriculture
Brandt Group of Companies
Red Deer, AB
- Full-time
Brandt is currently seeking an Outside Parts & Service Representative for our Red Deer Agriculture.
Added 41 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 41 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 41 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 41 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 41 mins ago
FK
Business Development Manager
Fresh Kitchen + Juice Bar
Vaughan, ON
- Full-time
The Business Development Manager (BDM) is accountable for key performance measures including sales, margin and restaurant P&L’s within the Fresh brand. The BDM is a restaurant’s primary…
Added 41 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 41 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 57 mins ago
S
Account Manager - Western Canada
Slide
Remote, Canada
- $106,000 to $141,000 CAD / year
- Full-time
- Remote
Manage onboarding calls with newly signed partners, working with the Sales Representative who closed the deal to ensure a smooth handoff and a fast path to their first deployments.
Added 57 mins 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 57 mins ago
Strategic Sales Development Representative
Coveo
Montreal, QC
As one of our Strategic Enterprise Sales Development Representatives, you will:
Added 1 hour ago
GF
Customer Service Representative (Motivator) - Airdrie Towerlane Centre
GoodLife Fitness
Airdrie, AB
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 1 hour ago
D
Advisor, Personal
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Sainte-Julienne, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
ScotiaMcLeod Senior Associate
Scotiabank
Montreal, QC
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 1 hour ago
Financial Advisor, Investment & Retirement Planning (Canada)
Scotiabank
Edmonton, AB
…in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment…
Added 1 hour ago
C
Financial Services Representative II
CIBC
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
Universal Banker I
CIBC
Oakville, ON
- Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 1 hour ago
OH
HVAC Service Technician (no on-call)
O’Dell HVAC Group
Coquitlam, BC
- Full-time
O'Dell HVAC Group is a well-established HVAC equipment representative, partnering with engineers, building owners, and contractors across Canada. Our success is fueled by our people-first…
Added 1 hour ago
OH
HVAC Service Technician (no on-call)
O’Dell HVAC Group
Ottawa, ON
- Full-time
O'Dell HVAC Group is a well-established HVAC equipment representative, partnering with engineers, building owners, and contractors throughout Canada. Our success is fueled by our…
Added 1 hour ago
AA
Sales Pro
Advance Auto Parts
Kitchener, ON
- $17.95 to $20.15 CAD / hour
- Full-time
Advanced level DIY sales position with expert knowledge of DIY business. The role has expert knowledge of store operations, advanced automotive system knowledge and parts knowledge. This…

Desjardins

Personal Finance Advisor

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

Full-time

Apply About employer

Applications open in a new tab.

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

Apply About employer

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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