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Continuing Care Assistant
HealthCareersInSask.ca
Swift Current, SK
- Part-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
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Office Administrative Assistant
HealthCareersInSask.ca
Swift Current, SK
- Part-time
Job Description: Provides a wide range of administrative support and coordination of clerical/financial services to a variety of department(s) and/or program(s) and/or facility(ies).
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Reception & Office Assistant
HealthCareersInSask.ca
Moose Jaw, SK
Department: Registration and Information Services
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Nurse B - Clinical Nurse Educator
HealthCareersInSask.ca
Moose Jaw, SK
- Part-time
…use a consultative approach and research finding to provide support to health professionals as appropriate. Positions will have specific responsibilities related to specialized client needs…
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Billingual Customer Service Professional
Manulife
Kitchener, ON · Waterloo, ON · Montreal, QC
- Full-time
- Expérience dans le secteur des services financiers
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Program Manager, Investigation Services
Manulife
Halifax, NS · Kitchener, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The Program Manager, Investigation Services is an exciting opportunity for an experienced insurance investigator who is ready to take the next step into people leadership. Leading a team of…
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Front Counter Sales Representative
Kal Tire
Toronto, ON · Scarborough, ON
- Temporary
As a Front Counter Sales Representative, you’ll be the first point of contact in the store, helping customers choose the right products and services while keeping things moving. This could…
Added just now
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Inside Sales Representative
Generac Power Systems
Toronto, ON · Canada - Toronto
- Full-time
At ecobee, the Inside Sales Representative (ISR) drives sales and customer success across ecobee’s professional channels through proactive engagement with distributors and contractors.…
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Environmental Services Worker - Environmental Services
Nova Scotia Health and IWK Health
New Glasgow, NS
The Environmental Services Worker cleans and services their assigned areas to ensure safety, health and morale of patients, visitors and employees. The environmental services worker assists…
Added just now
Research Assistant
Nova Scotia Health and IWK Health
Halifax, NS
…Immigrants/Newcomers, Persons with Disabilities, 2SLGBTQIA+ to apply to support our goal for our workforce to be representative of the patients, families, and communities that we care for…
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Food Service Worker- Nutrition and Food Services
Nova Scotia Health and IWK Health
NS · Inverness, Nova
The Nutrition and Food Services, Utility Worker works in the patient and retail food service setting. Reporting to the Manager/Food Service Supervisor, the Utility Worker may be responsible…
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Financial Service Representative - LendDirect Office 1505
LendDirect
Mississauga, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
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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.
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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.
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Junior Sales Representative
Dawn Recruiting Agency
Ottawa, ON
- $45,000 to $75,000 CAD / year
- Full-time
…and ongoing guidance to help them understand our products and services, communicate with potential customers, and develop effective sales…
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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…
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Sales Development Representative
Assemble
Toronto, ON · Greater Toronto Area, Canada
- $50,000 to $75,000 CAD / year
- Full-time
As a Sales Development Representative, you’ll open conversations with senior leaders at some of the world’s largest companies and introduce them to our executive communities. Our prospects…
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Sales Development Representative
Blackline Safety
Calgary, AB
- Full-time
As a Sales Development Representative (SDR) at Blackline Safety, you will play a pivotal role in generating and qualifying new business opportunities across North America. You will be the…
Added 14 mins ago
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Customer Service Representative - Woodstock
Enterprise Mobility
Woodstock, NB
- $17 CAD / hour
- Part-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will provide…
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Route Service Supervisor - UniFirst Canada
UniFirst
Kingston, ON
- Full-time
Provide route coverage during Route Service Representative absences (e.g., illness or vacation), offering hands-on support while assessing performance and customer satisfaction and loyalty.
Added 15 mins ago
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Member Service Representative 1 Part Time
StellerVista Credit Union
BC · Fernie, BC
- Part-time
If you are ready for an exciting career move to a progressive financial services organization dedicated to cooperative values and exemplary member service, this could be just what you’re…
Added 15 mins ago
UH
Senior Financial Business Manager
University Health Network
Toronto, ON
- Full-time
…full continuum of prevention, rehabilitation, and health care services to third party payors and individuals, including the Workplace Safety and Insurance Board (WSIB), employers, and…
Added 15 mins ago
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Financial Service Representative - LendDirect Office 1505
Attain Finance
Mississauga, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 29 mins ago
Engineer, Production Support - Final Assembly and Pre-flight
Westerkirk
Calgary, AB
…design, production, maintenance, repair, and overhaul (MRO) services. Our operations are supported by a team of skilled engineers, technicians, and industry professionals who are dedicated…
Added 29 mins ago
Quality Engineer - YYJ
Westerkirk
Victoria, BC
…design, production, maintenance, repair, and overhaul (MRO) services. Our operations are supported by a team of skilled engineers, technicians, and industry professionals who are dedicated…

Desjardins

Personal Finance Advisor

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

Full-time

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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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