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TC
Machine Sales Representative (MSR)
Toromont Cat
Windsor, ON
- Full-time
Toromont Cat is looking for a Machine Sales Representative to join our team in Windsor! Our Machine Sales Representative (MSR) will be responsible for the sales of heavy equipment by…
Added just now
P
Route Sales Representative - Full-Time
PepsiCo
Bedford, NS
- Full-time
- Contract
As a Route Sales Representative at Frito Lay Canada, there are two main accountabilities: (1) selling and developing the business and (2) servicing customers through delivery and…
Added just now
SC
Employment Specialist - 6279G
Starling Community Services
Kitchener, ON
- Full-time
Professional development and tuition reimbursement opportunities.
Added just now
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Business Development Representative - SMT
Solink
Remote, Canada
- $68,500 to $85,000 CAD / year
- Full-time
- Remote
We are looking for a high-performance Mid-Market / Enterprise Business Development Representative who thrives in complex sales environments and knows how to break into larger,…
Added just now
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 just now
PM
Sales Development Representative
Premium Merchant Funding
Toronto, ON
- $60,000 to $100,000 USD / year
- Full-time
Position Overview: As a Business Development Representative at Premium Merchant Funding, you will play a crucial role in supporting small and medium-sized businesses. Your responsibilities…
Added just now
GL
Financial Service Representative
goeasy Ltd.
Saint John, NB
- Full-time
A day in the life of a Financial Service Representative:
Added 15 mins ago
NC
Inside Sales Representative
Noble Corporation
Brantford, ON
- Full-time
Start a rewarding career at our Brantford Profit Centre as an Inside Sales Representative! We are in business to help our customers succeed!
Added 15 mins ago
BG
Outside Parts & Service Representative - Underground & Treecare
Brandt Group of Companies
Milton, ON
- Full-time
Brandt is currently seeking an Outside Parts & Service Representative for our Milton Construction & Forestry location.
Added 30 mins ago
T
PIA Client Service Associate (12M STA)
TD
Whitby, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 30 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
Hold the representative's certificate in Personal-lines Damage Insurance - Autorité des marchés financiers
Added 30 mins ago
C
Investment Advisor
CIBC
Calgary, AB
- Full-time
…telemarketing, networking, seminars, trade shows and various other sales and marketing tools/methods. You will have ownership of processes and milestones, connecting people and networks,…
Added 45 mins ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
…wholesaling team alongside a District Vice President and a Business Development Manager. Your mission? Help drive sales growth and build strong advisor…
Added 45 mins ago
DB
Inside Sales Representative
Doman Building Materials Group Ltd
Saskatoon, SK
- Full-time
As the Inside Sales Representative (ISR) is one of three key customer facing positions, the ISR plays a primary role in creating the first impressions for excellent customer service. The…
Added 45 mins ago
Route Service Representative
Cintas
Toronto, ON · Etobicoke, ON
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 45 mins ago
EP
Operations & Administrative Associate
Elby Professional Recruitment
Kitchener, ON
- $50,000 to $59,000 CAD / year
- Full-time
B2B Sales Career Track: Graduate into a Business Development Representative (BDR) / Account Manager role, driving new client partnerships and revenue.
Added 1 hour ago
SA
Experienced Pre-Owned Sales Representative
Steele Auto Group
Halifax, NS
- Full-time
Steele Ford Lincoln is seeking an Experienced Pre-Owned Sales Representative to join our team!
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
Counter Sales Representative, Plumbing and Heating Products, Oakville
Independent Mechanical Supply Inc.
Oakville, ON
…products. We are seeking a dedicated and knowledgeable Counter Sales Representative. This role requires the flexibility to serve our diverse customer base across all product lines but a…
Added 1 hour ago
CT
Customer Service Representative - Entry Level
CSA Transportation
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…different departments within the company, including Inside Sales, Pricing, Logistics, Operations, and other business functions, depending on your interests, strengths, performance, and…
Added 1 hour ago
DB
Inside Sales Representative
Doman Building Materials Group
Saskatoon, SK
- Full-time
As the Inside Sales Representative (ISR) is one of three key customer facing positions, the ISR plays a primary role in creating the first impressions for excellent customer service. The…
Added 1 hour ago
CC
Regional Sales Account Representative (Flat Roofing)
CentiMark Corporation
Regina, SK
- Full-time
CentiMark Ltd. is looking for experienced Regional Sales Account Representative (Flat Roofing) to join our team in Regina, Saskatchewan.
Added 1 hour ago
CH
Business Systems Analyst
Charton Hobbs Group
Montreal, QC
- Full-time
…changes and make sure that what we release works as intended for sales, marketing, supply chain and finance teams across Canada. If you enjoy troubleshooting across systems and getting to…
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
D
Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers

Desjardins

Personal Finance Advisor

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

Full-time

Apply About employer

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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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