Jobs in Canada

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Added 28 mins ago
I
Unit P&C Business Partner I
IKEA
AB · Edmonton, AB
- Full-time
Be the trusted advisor to line managers to implement the unit business and people plans to achieve operational goals and objectives.
Added 28 mins ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
In accordance with the BC Criminal Records Review Act, must have ability to provide a clear criminal record check
Added 44 mins ago
S
Beauty Advisor - Part Time
sephora.com
Moncton, NB
- $17.65 to $22.05 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 59 mins ago
L&
Boutique Manager and Senior Skincare Advisor
Loshen & Crem
AB · Edmonton, AB
- Full-time
We're looking for an experienced Boutique Manager & Senior Skincare Advisor to help lead our Windermere location.
Added 1 hour ago
NF
Field Sales Representative
Northbridge Financial
Mississauga, ON
- Full-time
- Other
Are you a natural relationship builder who thrives on winning new business and helping clients succeed? As a Commercial Insurance Sales Agent at Federated Insurance, you'll have the…
Added 1 hour ago
W
Director of Finance, Contract
WalterFedy
Kitchener, ON
- Contract
…function as a coherent, well-run “operating system” for the…
Added 1 hour ago
M&
Senior Accountant
McCann & Associates LLP
Toronto, ON
- Full-time
cross-border tax issues and drafting technical memos related to specific client matters · Utilizing the Canada US Tax Treaty to determine filing positions for cross border clients
Added 1 hour ago
D
Wealth Management Senior Advisor
Desjardins
Baie-Saint-Paul, QC · Dolbeau-Mistassini, QC · Roberval, QC · Baie-Comeau, QC · Sept-Îles, QC · Alma, QC · Saguenay, QC
- Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and…
Added 1 hour ago
M
Swarm Data Platform Solution Engineer
Microsoft
Toronto, ON
- Full-time
…will allow you to accelerate your career growth, develop deep business acumen, hone your technical skills, and become adept at solution design and deployment. You’ll guide customers through…
Added 1 hour ago
S
DCN Project Cost and Risk Manager
SLB
Calgary, AB
- Full-time
…or industrial projects. This individual will serve as a key advisor to project leadership by providing actionable insights into project performance, financial exposure, risk trends, and…
Added 1 hour ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Estevan, SK
- Full-time
Valid driver's license required
Added 1 hour ago
PI
Chief Human Resources Officer
Photonic Inc.
Coquitlam, BC
- Full-time
This role is based in Coquitlam, BC, with 2–3 days per week in the office · Champion a culture rooted in our values of Fearless Ambition, Accountability, Growth, and Respect as we scale across borders
Added 1 hour ago
DA
EV Product Specialist - Destination Auto Group
Destination Auto Group
Vancouver, BC
- $28 CAD / hour
- Temporary
…potential opportunities to transition into a permanent Guest Advisor role as business needs…
Added 1 hour ago
G
Manager, People & Culture Business Partner - Canada
Greystar
Toronto, ON
- $110,000 to $120,000 CAD / year
- Full-time
…of world-class service in the rental residential real estate business. To learn more, visit…
Added 2 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Redvers, SK
- Full-time
Valid driver's license required
Added 2 hours ago
AE
Category Manager, Indirect Procurement
Arc'teryx Equipment
North Vancouver, BC
- Full-time
Acting as a trusted advisor to business leaders by providing market intelligence, procurement expertise and strategic sourcing recommendations
Added 2 hours ago
CL
Solutions Architect - Enterprise Content Management (ECM)
Canada Life
London, ON
- Full-time
Act as a trusted advisor for ECM and Business Automation technologies.
Added 2 hours ago
CI
Cartus - International Relocation Consultant II - Canada
Compass International Holdings
Canada
- Full-time
The International Relocation Consultant II serves as the primary point of contact and trusted advisor throughout the international relocation process for assigned assignees. This role is…
Added 2 hours ago
T
Senior Advisor, Financial Systems Support
TransAlta
Calgary, AB
- Full-time
…We are looking for an experienced Financial Systems Support Advisor. This position provides business user support in our financial systems and processes as well as planning financial cut…
Added 2 hours ago
G
Security Analyst - Pentest (5+ years of experience)
GoSecure
Montreal, QC
- Full-time
…varying level of technical knowledge. A good capacity to explain business impact as well as technical issues is a…
Added 2 hours ago
G
Security Analyst - Pentest (2+ years of experience)
GoSecure
Montreal, QC
- Full-time
…varying level of technical knowledge. A good capacity to explain business impact as well as technical issues is a…
Added 2 hours ago
VC
Community Liaison Worker, Integrated Care Team
Vancouver Coastal Health
Sechelt, BC
- $33.49 to $35.31 CAD / hour
- Other
Come work as a Community Liaison Worker with Vancouver Coastal Health (VCH)! Apply today to speak to a Talent Acquisition Advisor!
Added 2 hours ago
N
Business Performance Manager
nesto
Canada
- Full-time
As Business Performance Manager , you own operational performance and profitability across the business. You are accountable for how efficiently we turn marketing spend, leads, and our…
Added 2 hours ago
B
Associate, Sales and Customer Service - North York
belairdirect
Toronto, ON · North York, ON
- Full-time
Join us as a Sales and Customer Service Associate working in an in-bound call center. You’ll become a trusted advisor, helping Canadians protect what matters most to them.
Added 2 hours ago
HR
Manager, Surveillance
Hard Rock Hotel & Casino Ottawa
Ottawa, ON · Hard Rock Hotel & Casino Ottawa
- Full-time
The manager will act as a senior advisor in project and business development assisting the management team in meeting objectives consistent with corporate and site goals.

Desjardins

Personal Finance Advisor

Laval, QC, Canada
Caisse Desjardins des Grands boulevards de Laval, Canada

Full-time

Apply on desjardins.wd10.myworkdayjobs.com 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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-13

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and integrated strategies. Your role involves recommending investments, loans, and insurance products while balancing client satisfaction with business objectives and 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 required.

Skills

Financial advising
Relationship management
Investment advice
Loan recommendation
Insurance product knowledge
Risk management
Customer service
Interpersonal skills
Market trend analysis
Financial strategy development
Communication
Problem solving
Sales
Business development

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
Financial Planning
Client Satisfaction
Market Trends
Business Development
Hybrid Work
Pension Plan
Telemedicine

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Work requirements

Jobs in Canada