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Added 13 mins ago
EN
Principal Wireless SW Engineer
Extreme Networks
Toronto, ON
- Full-time
…networking solutions. They rely on our top-rated services and support to accelerate their digital transformation efforts and deliver unprecedented progress. With double-digit growth year…
Added 43 mins ago
RS
Data Analyst III
Ryder System, Inc.
Halifax, NS
- Full-time
…Lake driving the analytics initiatives as an expert in this field. Design critical analytical dashboards, reports and queries to drive strategic business decisions, ad-hoc analysis and…
Added 1 hour ago
FS
Field Sales Representative
Futran Solutions
Calgary, AB
- Part-time
We are seeking field sales representatives in Calgary to support a growing client in the residential home services industry. This role offers hands-on sales experience, structured training,…
Added 1 hour ago
BH
Property Representative 2 (Interconnections and Site C)
BC Hydro
Vancouver, BC
- Full-time
…for various projects, business initiatives and proposals to support managerial planning and decision making on property related…
Added 1 hour ago
RH
Community Disability Worker: Every Saturday Daytime
Robin Hood Association
Sherwood Park, AB
- $17.44 to $21.56 CAD / hour
- Full-time
Professional conduct and appearance befitting a representative of RHA, which will include good performance related to personnel policies, such as attendance, punctuality and conflict…
Added 2 hours ago
M
Commissioning Piping Coordinator
Manpower
AB · Edmonton, AB
- Contract
…the Construction Management Team and serves as the Owner's field representative and execution leader for all assigned piping construction activities on a major Net Zero Hydrogen Energy…
Added 2 hours ago
M
Senior Quantitative Analyst
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…focuses on model, methodology and application development to support liability valuation, risk measurement, insurance product pricing and decision…
Added 2 hours ago
SS
Technical Sales & Business Development Representative- MB & SK
Shreem Systems & Solutions Pvt. Ltd
Brandon, MB
- Full-time
…instrumentation, process automation, control systems, panel manufacturing, field construction, commissioning, and…
Added 2 hours ago
M
Branch Sales Representative
Master
Markham, ON
- Full-time
Process orders and quotations using different methods and support inside sales team with quotation requests;
Added 2 hours ago
MB
Inventory Control Coordinator, Monday-Friday, 4pm-12am
Martin Brower UK and Ireland
Brampton, ON
- Full-time
Requires a post-secondary education in Supply Chain/Logistics or a related field, or equivalent experience
Added 3 hours ago
MB
Inventory Coordinator
Martin Brower UK and Ireland
Baie-D'Urfé, QC
- Full-time
Requires a post-secondary education in Supply Chain/Logistics or a related field, or equivalent experience
Added 3 hours ago
DC
Program Leader (Environmental Services)
Defence Construction Canada
Halifax, NS
- Full-time
…and high-risk projects and programs. The incumbent provides support within one or more service line, monitors project activities, including those of contractors, consultants and…
Added 3 hours ago
OT
Inside Sales Representative
Olympia Tile+Stone Inc.
Toronto, ON
- $39,520 to $43,680 CAD / year
- Full-time
We are seeking an Inside Sales Representative to join the team at our Toronto branch. In this role, you will be the first point of contact for Stone Slab showroom customers, supporting…
Added 3 hours ago
TH
Field Business Development Representative
TopHat HR
Toronto, ON · Greater Toronto Area, Canada
- $65,000 to $70,000 CAD / year
- Full-time
They are looking for an outgoing, reliable, and confident Field Business Development Representative to join their growing team.
Added 3 hours ago
BS
Customer Operations Representative I
Boston Scientific
Ottawa, ON
- Full-time
The goal of the Customer Support Specialist is to make it easy for healthcare providers to experience the benefits of our products and expertise through hassle-free customer service that…
Added 3 hours ago
EC
Outside Sales
Eaton Corporation
Ajax, ON · Bancroft, ON · Belleville, ON · Clarington, ON · Cobourg, ON · Kawartha Lakes, ON · Kingston, ON · Mississauga, ON · Oshawa, ON · Peterborough, ON · Pickering, ON · Port Hope, ON · Prince Edward, ON · Quinte West, ON · Whitby, ON
- Full-time
Eaton’s Electrical Sector is seeking an Outside Sales Representative to join our team, supporting customers across the Central Ontario Eastern Corridor. This field-based role includes a…
Added 3 hours ago
EC
Field Service Technician
Eaton Corporation
Calgary, AB · Edmonton, AB · Fort McMurray, AB
- Full-time
…reliable solutions that meet the unique needs of our clients. As a Field Service Representative, you will be an integral part of our team, working on-site with clients to ensure their…
Added 4 hours ago
SC
Manager, People & Culture
SiriusXM Canada
Toronto, ON
- Full-time
The Manager, People & Culture works with the Human Resources management team to support key HR programs and services, including employee relations, recruitment, onboarding and offboarding,…
Added 4 hours ago
Y
B2B Sales Development Representative
YuJa
Toronto, ON · North York, ON
- $60,000 to $70,000 CAD / year
- Full-time
This is an expansion role designed to support the continued growth and scaling of our Sales Development team. Our Sales Development team members are at the forefront of our growth,…
Added 4 hours ago
A
Commercial/Sales Account Director I
AMECO
Leduc, AB
- Full-time
…partners, and stakeholders, serving as a senior commercial representative of…
Added 4 hours ago
AC
Sales Representative
Allied Cans
Milton, ON
- Full-time
The Sales Representative will contribute to the sales of the company. This position is responsible of promoting the continuous growth of the assigned customers as well as the development of…
Added 4 hours ago
TP
Senior Representative, CX Strategy Activation
Toronto Pearson International Airport
Toronto, ON
- Full-time
As Senior Representative, CX Strategy Activation, you will:
Added 4 hours ago
FF
Junior Sales Representative
Fineberry Foods Inc.
Toronto, ON
- Full-time
Role Description: This full-time, on-site Junior Sales Representative role is based in Toronto, ON. The Junior Sales Representative will support the sales team by identifying prospects,…
Added 4 hours ago
NB
Regional Administrative Manager
National Bank of Canada
Calgary, AB
- Full-time
Hold a bachelor's degree in a related field and relevant leadership experience, or an equivalent combination of education and experience.• Hold a valid CIRO Investment Representative…
Added 4 hours ago
NS
Health Services Leader - Primary Health Care
Nova Scotia Health Authority
Dartmouth, NS
- Full-time
…implement multiple Primary Health Care projects and initiatives to support advancement of patient centered, community based primary health care programs and services within their Zone of…

Desjardins

Personal Finance Advisor

Valcourt, QC, Canada
Windsor, QC, Canada
Caisse Desjardins du Val-Saint-François, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 14, 2026
Posting language: English
Posted: Oct 29, 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)

CAISSE VAL-SAINT-FRANÇOIS (FTQ-SEPB-575) (50119 / Conv_Col_00095) (2019-04-02 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-13

Apply About employer

More about this job

Responsibilities

You will develop and maintain lasting business relationships with clients to provide tailored financial advice and solutions. Additionally, you will drive 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 recommendation
Loan management
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
Reimbursement of 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 Strategy
Market Trends
Business Development
Pension Plan
Telemedicine

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