Jobs in Canada

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Added 10 mins ago
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Senior Technical Account Manager
Airwallex
Toronto, ON
- Full-time
…and success. We influence revenue growth across our entire product portfolio and collaborate with sales, strategy, product, and engineering teams to provide the best experience for our most…
Added 10 mins ago
A
Solutions Architect / Solutions Engineer- Payments
Airwallex
Toronto, ON
- Full-time
This role can be based in SF, NYC, Seattle or Toronto (3 days in office), with implementation coverage across the US
Added 10 mins ago
A
Implementation Manager - Embedded Finance
Airwallex
Toronto, ON
- Full-time
This role can be based in SF, NYC, Seattle or Toronto (with 3 days in office requirement)
Added 41 mins ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Rimouski, QC
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 41 mins ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Levis, QC
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 41 mins ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Quebec, QC
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 3 hours ago
TT
Gestionnaire de la réussite client - Customer Success Manager
trane technologies
Montreal, QC
- Full-time
Added 4 hours ago
D|
Service Advisor | Yorkdale Nissan
DAG | Downtown AutoGroup
Toronto, ON
- Full-time
Service Advisor - Elevate Your Career at Yorkdale Nissan!
Added 5 hours ago
BB
Senior Microsoft Sales Associate
Best Buy Canada
Calgary, AB
- Full-time
You’ll love it here! We are hiring immediately for a senior Microsoft sales associate, which we call a Microsoft senior advisor at Best Buy. In this role, you will be the face of the…
Added 5 hours ago
BB
Senior Administrative Specialist
Best Buy Canada
Calgary, AB
- Full-time
Grow your career in similar roles (sr. product process specialist, sr. advisor, sr. merchandiser) or development roles (team lead, assistant store leader, store leader).
Added 5 hours ago
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Lead Principal Platform Software Engineer
Oracle
Toronto, ON
- $123,900 to $203,600 CAD / year
Acts as an advisor to advocate for customers' interests and suggests product enhancements and solutions based on feedback.
Added 6 hours ago
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Conseiller juridique expert
Beneva
Mississauga, ON
- Full-time
Under the authority of the Director of Legal Affairs you will perform the functions of legal advisor to the entities of Beneva, primarily in disability, life and health insurance files…
Added 6 hours ago
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Conseiller juridique expert
Beneva
Toronto, ON
- Full-time
Under the authority of the Director of Legal Affairs you will perform the functions of legal advisor to the entities of Beneva, primarily in disability, life and health insurance files…
Added 6 hours ago
LA
Conseiller juridique expert
L'Unique Assurances générales
Mississauga, ON
- Full-time
Under the authority of the Director of Legal Affairs you will perform the functions of legal advisor to the entities of Beneva, primarily in disability, life and health insurance files…
Added 6 hours ago
LA
Conseiller juridique expert
L'Unique Assurances générales
Toronto, ON
- Full-time
Under the authority of the Director of Legal Affairs you will perform the functions of legal advisor to the entities of Beneva, primarily in disability, life and health insurance files…
Added 6 hours ago
I
Manager 3, Software Development - CAN Tax Content Development
Intuit
Toronto, ON
- Full-time
Directs the team in analyzing and interpreting the most complex and ambiguous areas of tax law, serving as a key advisor on tax strategy.
Added 6 hours ago
M
Enablement Lead, Employee Relations, Compliance & Health and Safety Technology
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…and knowledge management capabilities. You will help shape product strategy, develop business cases, influence roadmaps, prioritize investments, and ensure technology solutions evolve to…
Added 7 hours ago
A
District Manager, 25-49 Digital Sales (Hunter)
ADP
Mississauga, ON
- Full-time
Hybrid: 3 days in office
Added 8 hours 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 8 hours 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 8 hours ago
SE
Occupational Health, Safety and Environment (OHSE) Advisor
SMS Equipment Inc.
Fort McMurray, AB
- Full-time
SMS Equipment is seeking field-focused Occupational Health, Safety and Environment (OHSE) Advisor to partner with employees and operational leaders in Fort McMurray. In this role, you’ll…
Added 9 hours ago
DA
EV Product Specialist - Destination Auto Group
Destination Auto Group
Vancouver, BC
- $28 CAD / hour
- Temporary
…technology-savvy individual to join our automotive team as an EV Product…
Added 9 hours ago
CL
Solutions Architect - Enterprise Content Management (ECM)
Canada Life
London, ON
- Full-time
Partner with business leaders, product owners, delivery teams, and enterprise architects to align technology strategy with business objectives.
Added 9 hours ago
LL
Field Service Technician - Acheson (2x)
Liebherr-Canada Ltd.
Acheson, AB
- Internship
Comfortable working on a 14-days-on / 14-days-off schedule, with 12-hour shifts
Added 10 hours ago
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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.

Desjardins

Personal Finance Advisor

Rouyn-Noranda, QC, Canada
Caisse Desjardins de Rouyn-Noranda, 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: Jan 1, 2027
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 DE ROUYN-NORANDA (30167 / CONV_COL_00060) (2019-04-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-12-31

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide tailored financial advice and integrated strategies. Your role involves managing business relationships, driving results through product recommendations, and staying current with financial market trends.

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 service
Interpersonal savvy
Market trend analysis
Financial strategy development
Communication
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
Mutual Fund Representative
Client Satisfaction
Business Development
Financial Planning
Relationship Management
Hybrid Work
Pension Plan
Telemedicine
Market Trends

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Work requirements

Jobs in Canada