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 just now
CC
Route Service Representative (4-Day Workweek)
Cintas Canada
Montreal, QC
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added just now
AU
Route Sales Representative 4 10 Hourly
Alsco Uniforms
Montreal, QC
- $24.6 USD / hour
- Full-time
The Route Sales Representative supports the Service Departments in its objectives to meet our customers' needs through up-selling, cross-selling, and providing excellent customer service.…
Added just now
A
BDC Agent - Parkland Chrysler Dodge Jeep Ram
AutoCanada
Spruce Grove, AB
- $40,000 to $50,000 CAD / year
- Other
As a BDC Service Representative in our bustling dealership, you will be the first point of contact for many of our valued customers, playing a crucial role in delivering exceptional…
Added just now
DR
Junior Sales Representative
Dawn Recruiting Agency
Cambridge, ON
- $45,000 to $75,000 CAD / year
- Full-time
We are seeking motivated and outgoing individuals to join our team as Entry-Level Field Sales Representatives. This role is a great opportunity for candidates interested in developing…
Added just now
DR
Junior Sales Representative
Dawn Recruiting Agency
Toronto, ON · North York, ON
- $45,000 to $75,000 CAD / year
- Full-time
We are seeking motivated and outgoing individuals to join our team as Entry-Level Field Sales Representatives. This role is a great opportunity for candidates interested in developing…
Added just now
P
PepsiCo Beverages Sales Representative
PepsiCo
Ottawa, ON
- Contract
As a Sales Representative for PepsiCo Beverages Canada, you will be maximizing business growth through the acquisition of new customers and maintenance of existing customer in various…
Added just now
R
Associate Operations Representative – Deposit Processing
RBC
Saanich, BC
- Part-time
As an Associate Operations Representative, you will be responsible for processing routine data entry and on-line input of transactions, using basic understanding of products and processes…
Added 15 mins ago
DR
Junior Sales Representative
Dawn Recruiting Agency
Mississauga, ON
- $45,000 to $75,000 USD / year
- Full-time
We are seeking motivated and outgoing individuals to join our team as Entry-Level Field Sales Representatives. This role is a great opportunity for candidates interested in developing…
Added 15 mins ago
KM
Technology Field Sales Representative (GTA) - Konica Minolta Business Solutions
Konica Minolta Business Solutions U.S.A., Inc.
Mississauga, ON
- $46,850 to $58,562 CAD / year
- Full-time
We’re looking for a Technology Sales Representative to join our team! As an Account Executive, you will provide professional and ethical representation of Konica Minolta Business Solutions…
Added 15 mins ago
T
Bilingual (FR/EN) Contact Centre Representative, Canadian Banking, Easyline
TD
Montreal, QC
- Full-time
…inquiries or resolving an issue by recommending a TD product or service, you’ll help us offer personalized support to our customers whenever they need it. You’ll consistently deliver…
Added 15 mins ago
C&
Guest Services Representative
Cushman & Wakefield
Saskatoon, SK
- Part-time
Position: Guest Services Representative (Seasonal)
Added 15 mins ago
D
Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 15 mins ago
HA
Guest Service Representative (Full Time)
Homes Alive Pets
Calgary, AB
- Full-time
The ideal Guest Service Representative has excellent communication and people skills, experience in guest service or a willingness to learn, and a passion for pets. Training in our…
Added 29 mins ago
CG
Food Service Supervisor - Temporary full time
Compass Group Canada
Woodbridge, ON
- Full-time
Assists the Manager on duty with the coordination of activities of associates within the food service department while maintaining the highest standards and levels of customer service.
Added 29 mins ago
A
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 29 mins ago
CC
Route Service Sales Representative (4-Day Workweek)
Cintas Canada
Hamilton, ON
- Full-time
Cintas is seeking a Route Service Sales Representative (4-Day Workweek) to manage and grow customer accounts in the Rental Division. RSSRs drive a truck along an established route and…
Added 29 mins ago
CC
Route Service Sales Representative (4-Day Workweek)
Cintas Canada
Hamilton, ON
- Full-time
Cintas is seeking a Route Service Sales Representative (4-Day Workweek) to manage and grow customer accounts in the Rental Division. RSSRs drive a truck along an established route and…
Added 29 mins ago
CM
Customer Service Representative - No Experience Needed, Training Provided
Capryna Marketing Inc.
Ottawa, ON
- Contract
Capryna Marketing Inc. is engaging 15 Customer Service Representatives on an independent contractor basis for our Ottawa team. We're a company built to develop strong leaders and successful…
Added 29 mins ago
HA
Customer Service Representative (Full Time)
Homes Alive Pets
Calgary, AB
- Full-time
The ideal Customer Service Representative has excellent communication and people skills, experience in guest service or a willingness to learn, and a passion for pets. Training in our…
Added 29 mins ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Cantonese)
Scotiabank
Toronto, ON
The Sales Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team’s…
Added 29 mins ago
AU
Route Sales Representative 4 10 Hourly
Alsco Uniforms
Montreal, QC
- Full-time
The Route Sales Representative supports the Service Departments in its objectives to meet our customers' needs through up-selling, cross-selling, and providing excellent customer service.…
Added 29 mins ago
T
Sales Representative - Midtown Plaza (Full Time)
TELUS
Saskatoon, SK
- Full-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 44 mins ago
CG
Food Service Supervisor - Full time
Compass Group Canada
ON · York, ON
- Full-time
Assists the Manager on duty with the coordination of activities of associates within the food service department while maintaining the highest standards and levels of customer service.
Added 44 mins ago
MM
Customer Service Representative - Part- Time
Mini Mall Storage Properties
Russell, ON
- Full-time
As a Customer Service Representative (Self Storage), you'll combine customer service, sales, and property operations to help customers find the right storage solutions while ensuring our…
Added 44 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)

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

Report this job