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Added 2 mins ago
CC
Route Service Representative
Cintas Canada
Sudbury, ON
- 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 2 mins ago
C
Customer Service Rep (Travel Enthusiast) On-Site
Concentrix
NS · Glace Bay, NS
- Full-time
Join a world-class team in Cape Breton, NS, as a Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 3 mins ago
S
Account Development Representative II
Samsara
Ottawa, ON · Kanata, ON
- Full-time
The Account Development Representative (ADR) job is the launching point for an individual looking for a successful career in SaaS sales. In this role, you will be at the front of Samsara’s…
Added 3 mins ago
GE
Outside Sales Representative
Greywolf Equipment
Delta, BC
- Full-time
The Outside Sales Representative is responsible for driving business growth for Greywolf Equipment through proactive prospecting, developing new customer relationships, and expanding…
Added 3 mins ago
S
Account Development Representative II
Samsara
Calgary, AB
- Full-time
The Account Development Representative (ADR) job is the launching point for an individual looking for a successful career in SaaS sales. In this role, you will be at the front of Samsara’s…
Added 3 mins ago
S
Account Development Representative II
Samsara
Ottawa, ON
- Full-time
The Account Development Representative (ADR) job is the launching point for an individual looking for a successful career in SaaS sales. In this role, you will be at the front of Samsara’s…
Added 3 mins ago
Y
B2B Outbound SDR - Sales Development Representative
YuJa
Toronto, ON · North York, ON
- $60,000 to $70,000 CAD / year
- Full-time
This is an expansion role designed to support the continued growth and scaling of our Sales Development team. Our Sales Development team members are at the forefront of our growth,…
Added 3 mins ago
S
Account Development Representative II
Samsara
Quebec, QC
- Full-time
The Account Development Representative (ADR) job is the launching point for an individual looking for a successful career in SaaS sales. In this role, you will be at the front of Samsara’s…
Added 17 mins ago
D
Market Development Manager
Desjardins
Boucherville, QC · Gatineau, QC · Montreal, QC · Sainte-Thérèse, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of…
Added 32 mins ago
Outside Sales Representative
Axiom Builders
Delta, BC
The Outside Sales Representative is responsible for driving business growth for Greywolf Equipment through proactive prospecting, developing new customer relationships, and expanding…
Added 32 mins ago
Foodservice Sales Representative - Redux
West Coast Reduction Ltd.
Vancouver, BC
Operating out of our Vancouver division, the Foodservice Sales Representative (Redux) is responsible for building relationships with restaurants, commercial kitchens, foodservice operators,…
Added 32 mins ago
BV
Media Sales Representative
Best Version Media
Brantford, ON
- Full-time
If you love your community and want to get paid for building real relationships in it, this is the outside sales opportunity built for that - not a desk job, not a call centre.
Added 32 mins ago
C
Automotive Customer Service Representative (On-Site)
Concentrix
Belleville, ON
- Full-time
Join a world-class team in Belleville, ON, as an Automotive Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer…
Added 32 mins ago
C
Customer Service / Tech Support Rep (On-Site)
Concentrix
Belleville, ON
- Full-time
Join a world-class team in Belleville, ON, as a Customer Service / Tech Support Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer…
Added 32 mins ago
C
Customer Service Rep (Travel Enthusiast) On-Site
Concentrix
Dartmouth, NS
- Full-time
Join a world-class team in Dartmouth, NS, as a Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 47 mins ago
WM
Inside Sales Representative
Williams Machinery
Surrey, BC
- Full-time
Development: Product training, sales coaching, and career advancement opportunities.
Added 47 mins ago
WM
Territory Sales Representative
Williams Machinery
Surrey, BC
- Full-time
Equipment Sales Representative – JCB Division
Added 1 hour ago
HP
Terittory Account Manager - Networking
Hewlett Packard Enterprise
Calgary, AB
- Full-time
You can develop account plans and long-term sales pipeline in the Alberta and the Prairies to increase - based on the customer requests - our continued market share and revenue growth.
Added 1 hour ago
KM
Representant en ventes technologiques (Charlottetown, Prince Edward Island)
Konica Minolta Business Solutions Canada
Charlottetown, PE
- Full-time
We’re looking for a Technology Sales Representative to join our team!
Added 1 hour ago
G
Sales Account Manager
GMA
Montreal, QC
- Full-time
Role Description The Field Sales Representative is a full-time, on-site role based in Montreal, QC. This position is responsible for visiting customer sites, presenting product and…
Added 1 hour ago
Sales Representative, Local Media, Bell Media
Bell
Vancouver, BC
Meet and exceed assigned sales targets across TV, Radio, OOH and digital media platforms.
Added 1 hour ago
Territory Sales Manager
Vast auto Distribution
Kingston, ON
Minimum of 1–2 years of experience as a Sales Representative, demonstrating the ability to succeed in the automotive industry.
Added 1 hour ago
Territory Sales Manager
Vast auto Distribution
Brockville, ON
Minimum of 1–2 years of experience as a Sales Representative, demonstrating the ability to succeed in the automotive industry.
Added 1 hour ago
Territory Sales Manager
Vast auto Distribution
Belleville, ON
Minimum of 1–2 years of experience as a Sales Representative, demonstrating the ability to succeed in the automotive industry.
Added 1 hour ago
ML
Customer Supply Chain Representative
Maple Leaf Foods Inc
Mississauga, ON
- $47,000 to $69,000 CAD / year
- Part-time
As a member of the Supply Chain and Fulfillment Team, the Customer Supply Chain Representative (CSCR) is the primary point of contact for the order to delivery process for an assigned…

Desjardins

Personal Finance Advisor

Granby, QC, Canada
Caisse Desjardins de Granby-Haute-Yamaska, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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

College diploma in a related field
A minimum of two years 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

2026-11-27

Apply About employer

More about this job

Responsibilities

The personal finance advisor develops and maintains trusting relationships with clients to provide tailored financial advice and solutions. They drive business results by recommending investments, loans, and insurance products while balancing member satisfaction with prudent risk management.

Requirements

Candidates must hold a college diploma in a related field and possess at least two years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is required, along with proficiency in French.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Financial analysis
Interpersonal savvy
Market trends analysis
Outreach
Strategic planning

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
Client Relations
Mutual Fund Representative
Financial Planning
Business Development
Market Trends
Strategic Planning
Customer Service
Hybrid Work
Pension Plan
Telemedicine

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