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Added 5 mins ago
TI
Graphic arts sales representative
Turbo Images
Mississauga, ON
- $80,000 to $94,000 CAD / year
- Full-time
- Hybrid
Added 5 mins ago
TI
Graphic arts sales representative
Turbo Images
Boisbriand, QC
- $68,640 to $74,880 CAD / year
- Full-time
- Hybrid
Added 11 mins ago
FE
Outside sales representative
Franklin Empire Inc.
MB · Saint-Laurent, MB
- Full-time
Added 11 mins ago
FE
Inside sales representative
Franklin Empire Inc.
Trois-Rivières, QC
- Full-time
Conduct sales transactions through Internet-based electronic commerce
Added 11 mins ago
SC
Customer service representative - financial services
Speedy Cash Canada
Prince George, BC
- Full-time
Added 11 mins ago
FE
Inside sales representative
Franklin Empire Inc.
Saint-Jérôme, QC · St-Jérôme, QC
- Full-time
Conduct sales transactions through Internet-based electronic commerce
Added 26 mins ago
FE
Inside sales representative
Franklin Empire Inc.
MB · Saint-Laurent, MB
- Full-time
Conduct sales transactions through Internet-based electronic commerce
Added 26 mins ago
J
Outside Sales Representative
JobsMedia.io
Laval, QC
- Full-time
Our client:A well-established company in the industrial tooling sector is seeking a Sales Representative to strengthen its sales and customer relationship management team.
Added 41 mins ago
EI
Architectural Sales Representative
Enercorp Inc
Winnipeg, MB
- Full-time
Enercorp is a well-established technical sales and marketing firm specializing in roofing and building envelope product and systems. We are seeking a sales representative to manage and grow…
Added 1 hour ago
NB
Banking advisor
National Bank of Canada
Kamloops, BC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already ha
Added 1 hour ago
NB
Investment Development Specialist
National Bank of Canada
Markham, ON
- Full-time
Added 1 hour ago
NB
BANKING ADVISOR
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 ha
Added 1 hour ago
SP
Enterprise/Commercial Account Executive – Data Foundation (MuleSoft + Informatica) or Enterprise/Commercial Account Executive - Informatica Specialist
Salesforce Partner Canada
Toronto, ON
- Full-time
Added 1 hour ago
Sales Development Representative (SDR) - Pharma (all genders)
Schlafender Hase GmbH
L'Île-Perrot, QC
You open the door to new business. As our Sales Development Representative, you identify and engage pharmaceutical companies in North America, qualify their needs and build a strong…
Added 1 hour ago
Account Executive - Medical Device (all genders)
Schlafender Hase GmbH
L'Île-Perrot, QC
…call to the signed contract. You join a small, international sales team that aims to double sales in North America within three years, and you work closely with your SDR, Marketing and our…
Added 2 hours ago
WC
Business Development Representative (2026-397-CP)
WoodGreen Community Services
Toronto, ON
- Contract
Competition #2026-397-CPBusiness Development Representative (2026-397-CP)Employment Type:Contract Hourly (Until Sep 30, 2027), Bargaining Unit (1 Vacancy)Work Hours:35 hours/week (Monday -…
Added 2 hours ago
Field Sales Representative III, Public Sector, Defense, Google Cloud
Google
Ottawa, ON
10 years of experience in quota-carrying cloud or software sales, or consultative account management at a B2B software company.
Added 5 hours ago
C
Financial Services Representative
CIBC
Courtenay, BC
- Full-time
Added 5 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 5 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 5 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 6 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 6 hours ago
WB
office equipment sales representative - wholesale (non-technical)
Wilson's Business Solutions
Dryden, ON
- Full-time
Added 6 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 7 hours ago
A
Spare Parts Specialist
ABB
Mississauga, ON
- Full-time

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

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