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Added 11 mins ago
H
Sr. Channel Sales Representative
Honeywell
Burnaby, BC
- Full-time
Our sales approach begins by identifying customer demands before they become challenges. We’re committed to delivering customer success through our comprehensive expertise in software and…
Added 11 mins ago
HI
Client Care Representative – Auto Insurance Trainee
HUB International
Nelson, BC
- Full-time
A self-starter mentality with a strong drive to exceed performance and sales goals
Added 11 mins ago
Service Coordinator / Customer Service Representative
I M P Group International Inc.
Sydney, NS
Harding Medical is searching for a Service Coordinator / Customer Service Representative to join our Sydney team in Cape Breton, Nova Scotia . If you are organized and have a positive…
Added 26 mins ago
NW
Field Service Representative / Représentant(e) de service sur le terrain
Nalco Water, An Ecolab Company
Saguenay, QC
- Full-time
Ecolab is seeking a Field Service Representative (12 month Contract) where your hands-on skills and customer-first mindset will help shape a more sustainable future. You’ll be part of a…
Added 26 mins ago
BS
French Bilingual Business Development Representative
Bilingual Source
Concord, ON
- $55,000 to $60,000 CAD / year
- Full-time
Our client, an established Canadian-owned wholesale distribution company, is looking for a Bilingual Business Development Representative to join its growing sales team in Concord, Ontario.
Added 56 mins ago
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Business Development Representative (Engineering) - Toronto, ON
Victaulic
Brampton, ON · Toronto, ON · Ontario - Toronto
- Full-time
We’re looking for a Business Development Representative to join our team in the GTA. Reporting to the Engineering Solutions Manager, you’ll play a crucial role in driving growth and…
Added 56 mins ago
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Business Development Representative (Engineering) - Vancouver, BC
Victaulic
Surrey, BC · British Columbia
- Full-time
We’re looking for a Business Development Representative to join our team in Vancouver, BC. Reporting to the Engineering Solutions Manager, you’ll play a crucial role in driving growth and…
Added 56 mins ago
KS
Field Sales Representative
Kognitive Sales Solutions
Calgary, AB
- Full-time
Kognitive Sales Solutions is growing its in-store sales team and we are looking for driven, personable individuals who thrive in a retail environment. In this role you will work inside a…
Added 56 mins ago
KS
Sales Representative
Kognitive Sales Solutions
Windsor, ON
- Full-time
Kognitive Sales Solutions is growing its in-store sales team and we are looking for driven, personable individuals who thrive in a retail environment. In this role you will work inside a…
Added 56 mins ago
SA
Service Advisor
Supertech Auto Group
North Vancouver, BC
- Full-time
Previous experience as a Service Advisor, Customer Service Representative, or Sales Consultant in the automotive industry (preferred).
Added 56 mins ago
AC
Deposit Services Representative (Full Time, 18 Month Term) 803 Leila
Access Credit Union
Winnipeg, MB
- Full-time
Provide input into the development of and support the achievement of branch sales goals.
Added 56 mins ago
SB
Représentant.e des ventes
Sleeman Breweries Ltd.
Quebec, QC · Sherbrooke, QC
- Full-time
Within the assigned sales territory, the Sales Representative represents Sleeman Breweries and grows portfolio presence in the trade. This role drives volume and gross margin performance by…
Added 1 hour ago
Director of Sales
Hilton Food Group Plc
Brantford, ON
…value creation through range and tail management and 3rd party…
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Valcourt, QC · Windsor, QC · Caisse Desjardins du Val-Saint-François
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
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Client Associate (IR licensed) Wood Gundy
CIBC
Oshawa, ON
- Full-time
…needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their…
Added 1 hour ago
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Financial Services Representative II
CIBC
Vancouver, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 hour ago
T
Part Time Sales Representative | TELUS & Koodo Quinte Mall
TELUS
Belleville, ON
- Part-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 1 hour ago
CF
Member Services Rep
Crunch Fitness Canada
Hamilton, ON
- $17.95 CAD / hour
- Part-time
Join our dynamic team as a Member Services Representative and be a key contributor to creating a warm, inviting atmosphere that enriches the lives of our team members and community. If…
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Approval as a Registered Representative (RR) with CIRO
Added 1 hour ago
Senior Business Development Representative - Future Consideration
D2L
Kitchener, ON
Do you have a keen interest in eLearning? Are you looking to start a career in Sales? Good news! You have found the right opportunity to get you started. We are always on the hunt for our…
Added 1 hour ago
3D Modeler
Harding Display
Toronto, ON
…of our temporary and permanent business divisions including Sales, Graphic/Structural/Industrial Design, Production, Manufacturing, Logistics, Accounting, and People &…
Added 1 hour ago
Business Development Representative - Future Consideration
D2L
Kitchener, ON
Do you have a keen interest in eLearning? Are you looking to start a career in Sales? Good news! You have found the right opportunity to get you started. We are always on the hunt for our…
Added 1 hour ago
GF
Overnight Customer Service Representative (Motivator) – Bradford Holland and Sideroad 10
GoodLife Fitness
Canada
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 1 hour ago
V
Business Development Representative (Engineering) - Toronto, ON
Victaulic
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We’re looking for a Business Development Representative to join our team in the GTA. Reporting to the Engineering Solutions Manager, you’ll play a crucial role in driving growth and…
Added 1 hour ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Approval as a Registered Representative (RR) with CIRO

Desjardins

Personal Finance Advisor

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

Full-time

Apply About employer

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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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