Find work in Canada.

540,807 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
B
IT Manager
BOYNECLARKE
Dartmouth, NS
- Full-time
We value our team and understand that a strong culture results in the best client service, and we are proud to be recognized for this as one of Atlantic Business Magazine’s Best Places to…
Added 1 min ago
AC
Director of Avionics
Avmax Careers - Canada
Calgary, AB
- Full-time
Avmax is a diverse company offering every product and service related to aviation. We have locations, operations, and deployment worldwide.
Added 16 mins ago
MS
PSI - Bell | Warehouse Customer Service Representative QC (Full-Time)
Metro Supply Chain
Montreal, QC
- Full-time
Established in 1995, Progistix is a recognized leader in the design and operation of world-class field service logistics networks. We establish long-term relationships with our clients,…
Added 16 mins ago
TO
Cemetery Administrative Clerk
Town of Oakville
Oakville, ON
- Full-time
…of cemetery services for families in need of this essential service. Duties…
Added 16 mins ago
SC
Director Talent Acquisition
Sonepar Canada
Surrey, BC
- Full-time
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 16 mins ago
C
Outreach Worker
Connective
Coquitlam, BC
- Full-time
Graduate with a Diploma or Certificate in relevant field with one year of related experience
Added 47 mins ago
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 47 mins ago
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 47 mins ago
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 1 hour ago
MD
MHCP Change Coordinator and Educator / Human Services Program Representative 1
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Human Services Program Representative 1
Added 1 hour 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 1 hour 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
…aligns cross-border priorities and enhances delivery to its field organization. This combines service functions in the U.S. and Canada, ultimately providing more resources to support areas…
Added 1 hour ago
K
Laboratory Technician
Keyera
Fort Saskatchewan, AB
- Full-time
Collect representative product, glycol, oil, water, environmental, and utility-system samples from analyzer and routine sampling points.
Added 1 hour ago
C
Director, FX Payments & Banking Strategic Projects
Corpay
Toronto, ON
- Full-time
Generate actionable insights through customer service interviews, competitive and market research, subject matter expert consultations, focus groups, and surveys to inform banking,…
Added 1 hour ago
AE
Branch Representative
Avenir Energy
Sydney Indian Reserve No. 28A, NS
- Full-time
The Branch Representative is critical to the smooth, efficient operation of Avenir Energy’s local branches. In this role, you will oversee various administrative and operational tasks that…
Added 1 hour 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 1 hour ago
DC
Coordinator, Contract Services
Defence Construction Canada
Halifax, NS
- Contract
Duties and responsibilities listed below are representative but not all-inclusive:
Added 1 hour ago
CEA - Holiday House Checker
Alma Mater Society of Queen's University Inc.
Kingston, ON
…Queen's since its founding in 1858. Today, the AMS acts as a service, advocacy, and governing body on behalf of all students enrolled in AMS-affiliated programs at Queen's…
Added 1 hour ago
H
FEC Electrician (Relief)
Halifax
Halifax, NS
- Full-time
…promote the region’s largest airport. Whether you're a customer service representative, an electrician, or a member of our management team, you'll play a crucial role on our team and as…
Added 1 hour ago
TT
Design Engineer, Electrical and Traction Power (13543)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…
Added 1 hour ago
TT
Equipment Engineer, Mechanical (13932)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…
Added 2 hours ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 2 hours ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 2 hours ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 2 hours ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement

Desjardins

Personal Finance Advisor

Mascouche, QC, Canada
Caisse Desjardins Le Manoir, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 17, 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

2026-11-16

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with members and clients to provide tailored financial advice and solutions. Additionally, you will drive business results by recommending 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 also required.

Skills

Financial advising
Relationship management
Investment recommendation
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 Relations
Business Development
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Equity
Diversity
Inclusion

Report this job