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Added 8 mins ago
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Représentant(e) au développement des ventes | Sales Development Representative
Actalent
Brossard, QC
- $55,000 to $60,000 CAD / year
- Full-time
1 à 3 ans d’expérience en service à la clientèle, leadership et/ou ventes (incluant des majeures en vente/clubs/stages)
Added 8 mins ago
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Weekend Light Duty Cleaner
FirstService Residential Canada
Toronto, ON
- Full-time
…in the physical building which could cause injury or loss of client’s…
Added 8 mins ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Cantonese)
Scotiabank
Toronto, ON
…providing a high standard of professional and personalized client experience consistent with our Scotia iTRADE business…
Added 8 mins ago
Assistant Manager - Continuing Care Nursing
Nova Scotia Health and IWK Health
Canso, NS · NS · Middle Musquodoboit, NS · Musquodoboit Harbour, NS · Port Hawkesbury, NS · Sheet Harbour 36, NS · Sherbrooke, NS · Guysborough Co., Nova
Five (5) years' current clinical experience in community nursing or acute care nursing with a minimum of 3 years management experience preferred
Added 23 mins ago
DC
Coordinator, Contract Services
Defence Construction Canada
Halifax, NS
- Contract
The Coordinator, Contract Services, arranges and prepares standard contracts for the Client-Partners (e.g. construction, professional services). The incumbent determines Client-Partner…
Added 23 mins ago
A
Représentant(e) au développement des ventes | Sales Development Representative
Actalent
Sherbrooke, QC
- $55,000 to $60,000 CAD / year
- Full-time
1 à 3 ans d’expérience en service à la clientèle, leadership et/ou ventes (incluant des majeures en vente/clubs/stages)
Added 23 mins ago
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Senior Project Manager - Water/ Waste Water Construction
Hays
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Senior Project Manager is the designated representative to the Owner/Client. The morals, ethics and standards of the company and its employees are to be reflected. The Project Manager…
Added 39 mins ago
RM
New Condominium Development Sales Representative
RAD Marketing
Toronto, ON
- Full-time
…firms in the GTA, is seeking ambitious, highly motivated Sales Representative(s) to help drive sales of our pre-construction and standing inventory suites across multiple residential…
Added 39 mins ago
BS
Bilingual Sales and Accounts Coordinator
Bilingual Source
Toronto, ON · North York, ON
- $65,000 to $75,000 CAD / year
- Full-time
Our client, an established company in the commercial distribution sector, is seeking a Bilingual Sales and Accounts Coordinator to join its team in North York, Ontario.
Added 54 mins ago
HH
Part Time Driver
Helping Hands, Orillia
Orillia, ON
- Part-time
…to Helping Hands standards and ensure the highest quality of client service and safety. They support with office functions and complete other duties as needed and…
Added 54 mins ago
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Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
…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…
Added 54 mins ago
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Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
…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…
Added 54 mins ago
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Personal Finance Advisor
Desjardins
Montreal, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
…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…
Added 54 mins ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
…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…
Added 54 mins ago
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Financial Service Representative (Mandarin/Cantonese)
CIBC
Toronto, ON
- 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
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Nurse B - Clinical Nurse Educator
HealthCareersInSask.ca
Moose Jaw, SK
- Part-time
Job Description: The Clinical Educator provides visible proactive leadership and promotes the delivery of client centered care through identified education programming. The Clinical…
Added 1 hour ago
EB
Sales Development Representative
EP Boards
Toronto, ON
- $50,000 to $75,000 CAD / year
You’ll join a mission-driven, results-focused team dedicated entirely to new client acquisition, growing our B2B executive communities while upholding the standards for who is invited to…
Added 1 hour ago
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Billingual Customer Service Professional
Manulife
Kitchener, ON · Waterloo, ON · Montreal, QC
- Full-time
…êtes toujours intéressé à chercher des moyens d'améliorer l'expérience client ? Vous aimez résoudre les problèmes et rechercher des solutions alternatives ? Alors nous avons un rôle pour…
Added 1 hour ago
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Project Manager – Finance Transformation
Robertson & Company Ltd.
Toronto, ON
- Contract
Client: Our client is one of Canada’s leading financial services organizations, located in the Greater Toronto Area.
Added 1 hour ago
R&
Senior Business Analyst - Finance Transformation
Robertson & Company Ltd.
Toronto, ON
- Contract
Client: Our client is one of Canada’s leading financial services organizations, located in the Greater Toronto Area.
Added 1 hour ago
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Customer Relationship Management Manager
MicroAgility
Toronto, ON · Etobicoke, ON
- Full-time
We are seeking a motivated, results-oriented sales professional with experience in the staffing industry to support our business growth by identifying prospective clients, generating new…
Added 1 hour ago
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Sales Development Representative
Assemble
Toronto, ON · Greater Toronto Area, Canada
- $50,000 to $75,000 CAD / year
- Full-time
You’ll join a mission-driven, results-focused team dedicated entirely to new client acquisition, growing our B2B executive communities while upholding the standards for who is invited to…
Added 1 hour ago
UH
Senior Financial Business Manager
University Health Network
Toronto, ON
- Full-time
At Altum Health, we believe in providing “The Right Care. Always.” by offering client-centered services that address the physical, psychosocial, and behavioral issues related to injury or…
Added 1 hour ago
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Représentant(e) au développement des affaires / Business Development Representative
Firme drh - Recrutement
Montreal, QC
- Full-time
Minimum d'un an d'expérience en développement des affaires, prospection B2B ou ventes internes;
Added 1 hour ago
FG
Commercial Lines Account Manager (Trucking/Fleet/Transportation)
FSB GROUP LTD.
Concord, ON
- $60,000 to $90,000 CAD / year
- Full-time
We're currently seeking a RIBO-licensed Commercial Lines Customer Service Representative with experience in trucking, transportation, commercial auto, and/or fleet insurance.

Desjardins

Personal Finance Advisor

Saint-Georges, QC, Canada
Saint-Martin, QC, Canada
Caisse Desjardins du Coeur-de-la-Beauce, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 14, 2026
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 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 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 driving results through the recommendation of 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 required.

Skills

Financial advising
Relationship management
Investment recommendations
Loan processing
Insurance products
Risk management
Customer satisfaction
Market trends 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
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
Hybrid Work
Defined Benefit Pension
Telemedicine

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