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Added 1 hour ago
BS
Bilingual Customer Service Representative
Bilingual Source
Mississauga, ON
- $57,000 to $63,000 CAD / year
- Full-time
Bilingual Customer Service Representative (French and English Required)
Added 2 hours ago
SE
Customer Service Representative & Office Administrator
SDR Electric, Plumbing & Heating Inc.
ON · North Augusta, ON
- Full-time
SDR Electric, Plumbing & Heating Inc. is hiring a Customer Service Representative & Office Administrator for a hybrid role based in North Augusta, Ontario, paying $20–$26 per hour based on…
Added 4 hours ago
Senior Payroll Specialist - Canada - On Site
Vensure Employer Solutions
Westmount, QC
The Senior Payroll Specialist helps support our payroll function for our growing client base. This position will be responsible for all payroll-related processing activities
Added 6 hours ago
M
AVP, AI
Manulife
Toronto, ON
- Full-time
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the…
Added 8 hours ago
M
Bilingual Associate, New Business – Individual
Manulife
Waterloo, ON
- Full-time
Document Processing: Print, bind and assemble contracts, review and index all documents received from advisors and clients.
Added 8 hours ago
M
Quality Engineer Lead
Manulife
Waterloo, ON
- Full-time
Added 8 hours ago
M
Tax Operations Representative
Manulife
Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
The Tax Operation team is seeking a Bilingual Tax Operations Representative to join our dynamic team. The ideal candidate will thrive in a fast-paced environment, possess strong technical…
Added 10 hours ago
Financial Service Representative
Money Mart
Kelowna, BC
At Money Mart, we understand that not every customer fit with-in traditional banking or prime lending models. That’s why our teams look beyond the credit score to provide accessible,…
Added 11 hours ago
W
Product Support Representative - On/Off Highway Engine & Transmission
Wajax
Saskatoon, SK
- Full-time
Prospect and develop new customer opportunities within the defined On/Off Highway Engine and Transmission territory through the execution of a strategic prospecting plan. Develop in-depth…
Added 11 hours ago
RS
Operations Management Trainee
Ryder System, Inc.
Kitchener, ON
- Full-time
The Operations Management Trainee will support the shop management process and assist in cost savings, customer retention, and metric-based initiatives. This requires the Management Trainee…
Added 11 hours ago
K
Customer Service Representative
Komatsu
Sudbury, ON · Lively, ON
- Full-time
Customer Service Representative 10/30/26 Lively, Ontario, CAN, P3Y 1L6 37238 Onsite Position
Added 11 hours ago
XT
Customer Service Representative - Transportation
XTL Transport, Logistics, Distribution
Vaudreuil-Dorion, QC
- Full-time
XTL is committed to providing customers with a progressive transportation solution. As a Customer Service Representative, you will be responsible to ensure day to day commitments are…
Added 11 hours ago
M
Cybersecurity Architect
Manulife
Toronto, ON
- Full-time
Added 12 hours ago
Seamstress
David's Bridal
Toronto, ON · Scarborough, ON
…sold by them and taking care of them with one of the highest customer service scores in…
Added 13 hours ago
TU
Administrative Coordinator
The University of British Columbia
Williams Lake, BC
- $4,756.11 to $5,802.73 CAD / month
- Part-time
…transactions, records management, communications, scheduling, and customer service activities that enable the research station to meet its teaching, research, extension, and community…
Added 13 hours ago
C
Financial Services Representative
CIBC
High River, AB
- Full-time
Role Description The Financial Services Representative is a full-time, on-site role based in High River, AB. In this position, the representative supports clients by identifying their…
Added 13 hours ago
ST
Inside Sales Representative (PLT)
Scotia Tire & Alignment Services Limited
Mississauga, ON
- Full-time
…network, is seeking a motivated, sales-driven Inside Sales Representative – Passenger & Light Truck (PLT) to join our team in…
Added 15 hours ago
IE
Customer Service Representative
Inspire Evolution
AB · Edmonton, AB
- Full-time
Role Description This full-time, on-site Customer Service Representative role is based in Edmonton, AB. The Customer Service Representative will respond to inquiries from nonprofit partners…
Added 15 hours ago
A
Client Service Representative - Calgary North Hill
ATB
Calgary, AB
- Full-time
…dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing essential banking services in a friendly, approachable…
Added 15 hours ago
Client Service Representative - Calgary Chinook Centre (Part Time, 21.75 hrs/wk)
ATB
Calgary, AB
…dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing essential banking services in a friendly, approachable…
Added 15 hours ago
UO
Administrative Coordinator
University of British Columbia
Williams Lake, BC · BOFF | Alex Fraser Research Forest (AFRFT)
- $4,756.11 to $5,802.73 CAD / month
- Part-time
…transactions, records management, communications, scheduling, and customer service activities that enable the research station to meet its teaching, research, extension, and community…
Added 18 hours ago
AF
Client Service Representative - Calgary Chinook Centre (Part Time, 21.75 hrs/wk)
ATB Financial
Calgary, AB
- Part-time
…dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing essential banking services in a friendly, approachable…
Added 18 hours ago
W
Representative - Inside Sales/Représentant(e) – Ventes internes
Wesco
Quebec, QC
- Full-time
As a Representative - Inside Sales, you will interact with existing customers, to increase sales of the Company's products and/or services. You will obtain, create, and up-sell orders,…
Added 18 hours ago
SA
Customer Care Representative - 3-Month Contract | 9:00 AM-5:00 PM
Sonova AG
Maple Ridge, BC
- $22 to $23 CAD / hour
Connect Hearing, part of the Sonova Group, is seeking a friendly, organized, and customer-focused Customer Care Representative to support daily operations at one of our hearing healthcare…
Added 18 hours ago
AW
Customer Service Representative (CSR)
All Weather At Home
Edmonton, AB
- Full-time
We’re currently hiring for a Customer Service Representative (CSR) for a 1 year maternity leave contract in our Edmonton Installation Services department. In this role, you’ll support…

Desjardins

Personal Finance Advisor

Rouyn-Noranda, QC, Canada
Caisse Desjardins de Rouyn-Noranda, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Jan 1, 2027
Posting language: English
Posted: Oct 30, 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 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)

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 About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients by providing personalized financial advice and solutions to meet their goals. Additionally, you will manage business relationships, assess service quality, and collaborate with experts to design integrated financial strategies.

Requirements

Candidates must hold a college diploma in a related field and possess 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
Relationship management
Investment recommendations
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Interpersonal savvy
Market trend analysis
Strategic planning
Financial services
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
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
Hybrid Work
Defined Benefit Pension
Telemedicine
Market Trends
Outreach Activities
Customer Service
Profitability
Business Objectives

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