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Added 4 mins ago
TC
Machine Sales Representative (MSR)
Toromont Cat
Windsor, ON
- Full-time
…record, industry knowledge, dealership infrastructure, and service mindset to ensure our Construction, Mining, and Power Generation customers succeed. At Toromont Cat, work is built around…
Added 4 mins ago
AF
Financial Service Representative - LendDirect Office 1677
Attain Finance
Toronto, ON · Scarborough, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 4 mins ago
W
DC Associate
Worldpac
Richmond, BC
- $20.5 to $25.5 CAD / hour
- Full-time
The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 19 mins ago
AL
Experienced Technical Business Analyst - Data Support
Acturis Limited
Victoria, BC
- Full-time
Acturis is a leading Software-as-a-Service provider for general insurance. Founded in 2000, we have grown exponentially over the past 20 years. To date, more than 95,000 individuals, in…
Added 34 mins ago
T
PIA Client Service Associate (12M STA)
TD
Whitby, ON
- Full-time
…protection to provide highly personalized advice, solutions, and service to…
Added 34 mins ago
C
Courtesy Clerk (Grocery, part-time), Swan River - Swan Valley Co-op
Co-op
Swan River, MB
- Part-time
Be a liaison and public relations representative for the Co-op within the communities we serve.
Added 34 mins ago
D
P&C insurance agent, P&C insurance
Desjardins
Brossard, QC · Levis, QC · Montreal, QC · Quebec, QC · Sainte-Thérèse, QC · Trois-Rivières, QC
- Full-time
…and services through multiple distribution channels based on member/client needs and current strategies and practices. You promote and sell property and casualty coverage to individual…
Added 34 mins ago
C
Investment Advisor
CIBC
Calgary, AB
- Full-time
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and…
Added 49 mins ago
Customer Service Representative
Government of New Brunswick
Perth-Andover, NB
Service New Brunswick is seeking an individual to join the Perth Andover team as a Customer Service Representative.
Added 49 mins ago
Respiratory Therapist - Respiratory Therapy
Nova Scotia Health and IWK Health
New Glasgow, NS
Member in good standing with the Canadian Society of Respiratory Therapist (CSRT) preferred
Added 1 hour ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Mississauga, ON
- $50,000 to $53,000 CAD / year
- Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 1 hour ago
T
District Vice President, New Brunswick
TD
Moncton, NB
- Full-time
…customer experience at every turn. This DVP will be an important member and contributor to the regional leadership…
Added 1 hour ago
TG
Planet Fitness - Member Services Representative - Part Time - London Northwest
Taymax Group
London, ON
- Part-time
We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer…
Added 1 hour ago
GF
Customer Service Representative (Motivator) - Markham McCowan and Bullock
GoodLife Fitness
Markham, ON
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 1 hour ago
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Customer Service Representative
BMO
Victoria, BC
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 1 hour ago
Sales & Service Representative
Grainger Businesses
Calgary, AB · Edmonton, AB
The Sales & Service Representative (SSR) is responsible for the end-to-end delivery of Integrated Customer Solutions (ICS) at assigned customer sites. Operating across multiple customer…
Added 1 hour ago
Health Care Aide - Repost
Winnipeg Regional Health Authority
Portage la Prairie, MB
Demonstrated ability to perform as a team member and seek assistance as needed.
Added 2 hours ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Hamilton, ON
- $50,000 to $53,000 CAD / year
- Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 2 hours ago
LP
Administration & Yardi Operations Team Lead (Condominium)
Larlyn Property Management
London, ON
- Full-time
As a senior member of the administration team, you will work closely with company executives to lead, coach, and transform an established group of property administrative professionals…
Added 2 hours ago
D
Personal Finance Advisor
Desjardins
La Baie, QC · Caisse Desjardins de La Baie - Bas Saguenay
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 3 hours ago
NC
Member Representative (Temporary)
Northern Credit Union
Wawa, ON
- Full-time
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across…
Added 3 hours ago
NC
Member Associate
Northern Credit Union
Chapleau, ON
- Full-time
The Member Associate proactively ensures members receive exceptional service by identifying cross-selling opportunities and referring members to the appropriate sales representative,…
Added 3 hours ago
NC
Member Associate
Northern Credit Union
Wawa, ON
- Full-time
The Member Associate proactively ensures members receive exceptional service by identifying cross-selling opportunities and referring members to the appropriate sales representative,…
Added 3 hours ago
DF
Member Service Representative (Part-Time - 25-30hrs)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Part-time
Member Service Representative (PT - 25-30hrs)

Desjardins

Personal Finance Advisor

La Baie, QC, Canada
Caisse Desjardins de La Baie - Bas Saguenay, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 1, 2026
Posting language: English
Posted: Oct 28, 2026

Original job description

The work mode arrangement for the position is full-time on site.

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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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

College diploma in a related field
A minimum of two years 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)

Caisses et Centres du SLSJ - CSN (00029) (2012-03-23 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-30

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with members and clients to provide personalized financial advice and solutions. You are responsible for driving results through the recommendation of investments, loans, and insurance products while ensuring sound risk management.

Requirements

Candidates must hold a college diploma in a related field and have at least two years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is required, along with proficiency in French.

Skills

Financial advising
Investment recommendation
Loan management
Insurance products
Relationship management
Customer satisfaction
Risk management
Financial strategy
Market trends
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
Mutual Fund Representative
Client Relations
Financial Strategy
Market Trends
Customer Service
Business Development
Financial Planning
Wealth Management

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