Find work in Canada.

539,780 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
C
Director of Global Brand Partnership
CarltonOne
Toronto, ON · Greater Toronto Area, Canada
- Contract
The Director, Procurement – Global Brands is responsible for developing and managing CarltonOne's strategic relationships with leading global consumer brands, distributors, and supplier…
Added 3 mins ago
TM
Senior Product Development Engineering Specialist - Design Support & Sustaining
Trudell Medical International
London, ON
- Full-time
…design. Acting as design responsible engineer (DRE) or as an advisor to more junior…
Added 3 mins ago
IF
Communications Specialist (Writer, Executive Communications)
Intact FC
Toronto, ON · Montreal, QC
- Full-time
The Corporate Communications team leads Intact Financial Corporation’s internal and external communications in support of IFC’s business objectives and strategic roadmap. This includes:
Added 3 mins ago
Solutions Consultant - Advanced Process Control
Spartan Controls Ltd.
Calgary, AB · Edmonton, AB
We are recruiting an experienced Solutions Consultant to join our Strategic Consulting team. This is a customer outcome focused group that provides automation and digital technology,…
Added 3 mins ago
SAP SuccessFactors Recruiting Lead - Manager
EY
Edmonton, AB · AB · Winnipeg, MB · Dieppe, NB · Saint John, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Waterloo, ON · Calgary, AB
…Technology practice. This role is ideal for someone who combines strategic thinking with deep technical expertise in Recruiting and Talent Acquisition solutions. You will lead engagements…
Added 3 mins ago
KT
Regional Account Manager
Kal Tire
Langley (District), BC · Langley, BC
- Full-time
…provide expert guidance to their assigned customers, act as a strategic partner and advisor on all Kal Tire offerings and ensure a positive customer experience with the company, through…
Added 3 mins ago
Account Specialist - Small Medium Business - Hybrid
TELUS
Toronto, ON
As an Account Specialist, you're not just a salesperson - you're a trusted advisor and entrepreneur who owns your results, your strategy, and your growth. You'll focus on outbound…
Added 3 mins ago
Resource Governance Advisor
Government of Alberta
AB
Within the IPS division, the Enterprise Strategic Operations (ESO) Branch is accountable for enterprise IT reporting, project management, and IMT communications, training, and outreach.…
Added 18 mins ago
TC
Senior Database Administrator (Oracle Application DBA / AWS Cloud)
Tata Consultancy Services
Toronto, ON
- $115,000 to $130,000 CAD / year
- Full-time
…and expand the adoption of TCS Interactive services within strategic client…
Added 18 mins ago
S
Talent Acquisition Senior Specialist
Savaria
Toronto, ON · Greater Toronto Area, Canada
- $75,000 to $105,000 CAD / year
- Full-time
…activities, this role will provide project-based support for strategic HR initiatives, including the implementation and optimization of the Lyric ADP…
Added 18 mins ago
PC
Senior Associate, Financial Services, Digital Banking Operations, Consulting
Pwc Canada
Toronto, ON
- Full-time
…financial institutions (e.g., Banks, Insurers, Credit Unions) on strategic, operational, technology and risk-and-controls matters across the banking lifecycle, including customer…
Added 18 mins ago
SMB Customer Success Manager
Guesty
Canada
Serve as a trusted advisor to customers and educate them on the use and benefits of our products and our industry.
Added 34 mins ago
H(
Senior Retirement Planning Advisor
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $86,000 to $131,000 CAD / year
- Full-time
As a member of Member Services, the Senior Retirement Planning Advisor builds upon the core responsibilities of the Member Advisor role, providing advanced retirement planning guidance,…
Added 34 mins ago
S
Customer Success Manager - Core Clouds
Salesforce
Vancouver, BC · Toronto, ON · Canada - Toronto
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, identifying and addressing both technical and business concerns and aligning them strategically with customer…
Added 34 mins ago
GF
Representative, District Sales (Windsor)
Gordon Food Service - Canada
Windsor, ON
- Full-time
Consultative Sales: Serve as a food service advisor, providing system design guidance and GFS value-added solutions.
Added 49 mins ago
O
Product Launch Specialist, HealthTech SaaS
OceanMD
Toronto, ON
- Full-time
Added 49 mins ago
Account Executive
Equativ
Toronto, ON
…Canadian team based in Toronto. This role will focus on driving strategic partnerships and revenue growth across agency holding companies, independent agencies, and select brand-direct…
Added 49 mins ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
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…
Added 49 mins ago
D
Senior Risk Management Advisor, Desjardins Group Entities
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…reflect their specific realities. As a Senior Risk Management Advisor for Desjardins entities, you’re a strategic partner to the chief risk officer of the entities you support and you help…
Added 49 mins ago
Senior Financial Advisor - St. Clair & Via Italia, Toronto, ON
Scotiabank
Toronto, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 1 hour ago
P
Dayforce HRIS Project Implementation Manager
PayTech
Canada
- Full-time
…project management experience to the table. You’ll act as a strategic leader and tactical expert, helping clients overcome challenges, achieve their goals, and leave every engagement…
Added 1 hour ago
E
Account Executive
Equativ
Toronto, ON
- Full-time
…Canadian team based in Toronto. This role will focus on driving strategic partnerships and revenue growth across agency holding companies, independent agencies, and select brand-direct…
Added 1 hour ago
Technical Account Manager
Axon
Ottawa, ON
The Technical Account Manager will serve as a trusted advisor and primary technical partner for Axon’s key customer(s), helping build a strong, long-term strategic relationship. As the main…
Added 1 hour ago
E
Senior Vice President, Health Digital
Edelman
Toronto, ON
- Full-time
We're looking for a strategic digital leader who understands the complexities of pharmaceutical marketing and knows how to bring together creativity, technology, data, and regulatory…
Added 1 hour ago
R
Associate
RBC
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…

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

Report this job