Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 7 mins ago
DF
Member Service Representative (Part-Time - 25-30hrs)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Part-time
Promote DUCA’s full range of services by explaining benefits and features of DUCA solutions, open new Member accounts, and make quality referrals to an advisor through proactive probing
Added 36 mins ago
K
Account Manager
Klipboard
Oakville, ON
- Full-time
To maintain and develop existing customers through appropriate propositions and ethical sales methods to optimise the quality of service, business growth, and customer satisfaction.
Added 1 hour ago
TC
Insights & Analytics Manager
Takeda Canada Inc.
Toronto, ON
- Full-time
…which questions to ask to drive results. Acting as a trusted advisor to brand teams and cross-functional leaders across Marketing, Sales, Finance, Medical, Market Access, and Patient…
Added 1 hour ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Avonlea, SK
- Full-time
…that reflects our promise of reliable, customer‑focused, and quality‑driven…
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…values. We are dedicated to offering our customers the highest quality products and services and are looking for people with the inspiration and talent to develop with us as we pursue our…
Added 2 hours ago
OI
Career Services Advisor
Oxford International
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
- Temporary
The Career Services Advisor is responsible for delivering comprehensive career counselling, employment preparation, employer engagement, and career development programming for domestic and…
Added 2 hours ago
OI
Career Services Advisor
Oxford International Education Group
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
The Career Services Advisor is responsible for delivering comprehensive career counselling, employment preparation, employer engagement, and career development programming for domestic and…
Added 3 hours ago
SP
Enterprise/Commercial Account Executive – Data Foundation (MuleSoft + Informatica) or Enterprise/Commercial Account Executive - Informatica Specialist
Salesforce Partner Canada
Toronto, ON
- Full-time
…API-led integration, Informatica for deep data governance and quality, and Data Cloud to bridge the "Data Gap" holding AI…
Added 3 hours ago
Surveyor
Lloyds Register
Halifax, NS
Produce deliverables within agreed parameters, adhering to defined formats, and meeting deadlines, budget, and quality standards.
Added 4 hours ago
Group Account Director
Superside
Toronto, ON
…performance, and supporting account leaders to deliver high-quality, scalable…
Added 5 hours ago
D
Account Manager
d8eedab5-d750-47d2-ba1f-8bfec4820a1f
Oakville, ON
- Full-time
To maintain and develop existing customers through appropriate propositions and ethical sales methods to optimise the quality of service, business growth, and customer satisfaction.
Added 6 hours ago
TL
Senior Legal Counsel
Toronto Lawyers Association
Oakville, ON
- Full-time
The Senior Legal Counsel is a trusted advisor and senior deputy to the General Counsel, Canada, partnering with senior leaders to enable business growth, manage enterprise risk and support…
Added 6 hours ago
TL
Legal Counsel (Private Markets)
Toronto Lawyers Association
Toronto, ON
- Contract
Serve as the primary day-to-day contact for clients, building trusted advisor relationships with sophisticated investment funds and asset managers
Added 7 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…values. We are dedicated to offering our customers the highest quality products and services and are looking for people with the inspiration and talent to develop with us as we pursue our…
Added 8 hours ago
Pharmacist - Lions Gate Hospital
Fraser Health
North Vancouver, BC
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 8 hours ago
K
Director, US Immigration
KPMG
ON · Toronto, Ontario
- Full-time
As a Director, you will act as a trusted advisor to clients, taking ownership of complex US immigration matters and providing practical, business-focused legal advice. You will develop…
Added 8 hours ago
UO
Scrum Master and Project Manager
University of Waterloo
Waterloo, ON
- Full-time
…continuous improvement practices and principles to deliver high quality programs and services to students and other stakeholders. The role makes essential contributions to advance…
Added 8 hours ago
KC
Director, US Immigration
KPMG Canada
Toronto, ON
- Full-time
As a Director, you will act as a trusted advisor to clients, taking ownership of complex US immigration matters and providing practical, business-focused legal advice. You will develop…
Added 8 hours ago
BC
Moncler Team Lead (Holt Renfrew Bloor)
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
As a Team Lead, you will be an ambassador of the Brand. You will assist the Store Manager and Client Advisor Manager (CAM) in coaching and developing the team, building Client…
Added 8 hours ago
A
Mechanical Engineering Lead, Data Centers
AECOM
Markham, ON
- $145,000 to $195,000 CAD / year
- Full-time
…successful candidate will serve as a technical leader, client advisor, mentor, and project contributor, helping to expand AECOM's rapidly growing Data Center practice. This is a newly…
Added 8 hours ago
A
Electrical Engineering Lead, Data Centers
AECOM
Markham, ON
- $145,000 to $195,000 CAD / year
- Full-time
…successful candidate will serve as a technical leader, client advisor, mentor, and project contributor, helping to grow AECOM's rapidly expanding Data Center practice. This is a newly…
Added 10 hours ago
PC
Data & AI Transformation Director
PwC Canada
Toronto, ON
- Full-time
Own program outcomes including scope, budget, governance, risk management, quality, and delivery success.
Added 10 hours ago
SM
RQ11309 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…design, accessibility standards, wireframing, prototyping, and quality assurance. The successful candidate will collaborate with business stakeholders and technical teams to design…
Added 10 hours ago
TC
Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
The Cigna Group
Mississauga, ON
- Full-time
As part of the Clinical Services department, this position will also serve as a clinical advisor to the organization and provide leadership to ESC to ensure innovation amongst a competitive…
Added 11 hours ago
A
Senior Manager, Quality Assurance Services
ATB
Calgary, AB · Edmonton, AB
- Full-time
In this role, you will define and spearhead the necessary quality assurance strategies to ensure high standards. As we configure and customize Salesforce, migrate data from existing CRM…

Desjardins

Personal Finance Advisor

Sainte-Julienne, 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

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

2026-11-10

Apply About employer

More about this job

Responsibilities

You will advise members and clients on financial strategies while managing business relationships to ensure satisfaction and service quality. Additionally, you will drive results by recommending investments, loans, and insurance products while staying current on market trends.

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 processing
Insurance product knowledge
Risk management
Customer satisfaction
Market trend 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 Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Relationship Management
Mutual Fund Representative
Hybrid Work
Customer Service
Financial Planning
Market Trends
Business Development
Financial Strategy

Report this job