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Added 1 min ago
LH
2600002905 - Recreation Therapist
Lakeridge Health
ON · Durham, ON
- Full-time
Demonstrated ability to assess, plan and implement a personalized approach to service delivery within the guidelines of the Therapeutic Recreation Service Model in accordance with TRO…
Added 1 min ago
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 1 min ago
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 1 min ago
BA
Customer Service Representative - Auto Body (Vancouver)
Boyd Autobody & Glass
Vancouver, BC
- Full-time
The Customer Service Representative is responsible for providing an exceptional customer experience, in person, over the phone and emails. They manage working relationships with customers…
Added 1 min 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 1 min ago
DR
Junior Sales Representative
Dawn Recruiting Agency
Cambridge, ON
- $45,000 to $75,000 CAD / year
- Full-time
Identify customer needs and provide relevant product or service information.
Added 1 min ago
DR
Junior Sales Representative
Dawn Recruiting Agency
Toronto, ON · North York, ON
- $45,000 to $75,000 CAD / year
- Full-time
Identify customer needs and provide relevant product or service information.
Added 1 min ago
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 1 min ago
Maintenance & Administrative Coordinator
Connective
Vancouver, BC
Research options and make recommendations related to property, appliances, furniture, and service providers
Added 1 min ago
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 16 mins 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 16 mins ago
DR
Junior Sales Representative
Dawn Recruiting Agency
Mississauga, ON
- $45,000 to $75,000 USD / year
- Full-time
Identify customer needs and provide relevant product or service information.
Added 16 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 16 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 16 mins 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 16 mins 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 16 mins 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 16 mins ago
C&
Guest Services Representative
Cushman & Wakefield
Saskatoon, SK
- Part-time
Position: Guest Services Representative (Seasonal)
Added 16 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 16 mins ago
C
Client Engagement Associate
CIBC
Abbotsford, BC
- Full-time
…help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with…
Added 16 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 30 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 30 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 30 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 30 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…

Desjardins

Personal Finance Advisor

Mascouche, QC, Canada
Caisse Desjardins Le Manoir, Canada

Full-time

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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

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