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Jobs in Canada

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Added 24 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
- Full-time
…use your analytical skills in order to offer a people-centric experience for branch…
Added 1 hour ago
A
Client Service Representative - Calgary North Hill
ATB
Calgary, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 1 hour ago
Client Service Representative - Calgary Chinook Centre (Part Time, 21.75 hrs/wk)
ATB
Calgary, AB
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 1 hour ago
UO
Administrative Coordinator
University of British Columbia
Williams Lake, BC · BOFF | Alex Fraser Research Forest (AFRFT)
- $4,756.11 to $5,802.73 CAD / month
- Part-time
Serves as the UBC Joint Occupational Health and Safety Committee (JOHSC) representative for the unit.
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
…use your analytical skills in order to offer a people-centric experience for branch…
Added 1 hour ago
NS
Assistant Manager - Continuing Care Nursing
Nova Scotia Health Authority
Port Hawkesbury, NS
- Full-time
Five (5) years' current clinical experience in community nursing or acute care nursing with a minimum of 3 years management experience preferred
Added 1 hour ago
NS
Occupational Therapist - Rehabilitation Services
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
…Occupational Therapist (OT) works in collaboration with the client, caregivers and family to facilitate, restore and/or maintain the patient/clients optimal level of function in the areas…
Added 1 hour ago
LH
2600001461 - Peer Support Specialist
Lakeridge Health
Oshawa, ON
- Full-time
…mental health concerns. Drawing on their own lived or living experience with substance use and mental health concerns, the Peer Support Specialist offers compassionate, non-judgemental,…
Added 2 hours ago
IH
Registered Nurse (RN) | Medical
Interior Health Authority
Vernon, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 2 hours ago
IH
Registered Nurse (RN)| Medical
Interior Health Authority
Penticton, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 2 hours ago
IH
Registered Nurse (RN)| Medical
Interior Health Authority
Penticton, BC
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 2 hours ago
NB
Financial Advisor
National Bank of Canada
Saint-Bruno, QC
- Full-time
…use your analytical skills in order to offer a people-centric experience for branch…
Added 2 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Minimum 4 to 7 years’ experience within a client service/business operations environment. Experience needs to span across multiple platforms and product lines and include both business and…
Added 2 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
Minimum 4 to 7 years’ experience within a client service/business operations environment. Experience needs to span across multiple platforms and product lines and include both business and…
Added 2 hours ago
A
Food & Beverage - Seasonal Barista, A-OK Cafe (Front of House)
Aritzia
New Westminster, BC
- $20 to $40 CAD / hour
- Part-time
As the Seasonal Barista, A-OK Café, you will support with delivering extraordinary client experiences by creating world-class beverages, as well as managing transactions, services, and the…
Added 3 hours ago
TT
Energy Services Project Developer
trane technologies
Calgary, AB · AB · Burnaby, BC · ON · Markham, Ontario · Edmonton, Alberta
- Full-time
…growing Energy Solutions team. The ideal candidate will have experience with and be passionate about the management & development of Energy services projects, including both renewables and…
Added 3 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
Minimum 4 to 7 years’ experience within a client service/business operations environment. Experience needs to span across multiple platforms and product lines and include both business and…
Added 3 hours ago
B
Facility Supervisor
BGIS
Lethbridge, AB
- Full-time
The Facility Supervisor ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 3 hours ago
B
Facility Manager III
BGIS
Mississauga, ON
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 3 hours ago
SH
Home Care Attendant - Repost
Southern Health-Santé Sud
Starbuck Island, MB · Starbuck, MB
- Full-time
Previous experience working with the elderly or disabled in a community setting is preferred.
Added 3 hours ago
AF
Client Service Representative - Calgary Chinook Centre (Part Time, 21.75 hrs/wk)
ATB Financial
Calgary, AB
- Part-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 3 hours ago
N-
Sales & Partnerships Representative
NEST - National Esports
Toronto, ON
- Full-time
Present NMG’s services clearly, connecting our advertising capabilities and relevant client experience to the prospect’s needs.
Added 3 hours ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 3 hours ago
BB
Associé(e) aux ventes - Mobile (Temps partiel) / Mobile Sales Associate (Part Time)
Best Buy Canada
Montreal, QC
- Part-time
No experience required! Your everyday tech use has already given you a great foundation, and we’ll provide the rest of the training you need to assist our customers.
Added 3 hours ago
BB
Associé(e) aux ventes - Mobile (Saisonnier(ère)) / Mobile Sales Associate (Seasonal)
Best Buy Canada
Montreal, QC
- Part-time
No experience required! Your everyday tech use has already given you a great foundation, and we’ll provide the rest of the training you need to assist our customers.

Desjardins

Personal Finance Advisor

Bonaventure, QC, Canada
Carleton-sur-Mer, QC, Canada
Maria, QC, Canada
New Richmond, QC, Canada
Caisse Desjardins de la Baie-des-Chaleurs, Canada

Full-time

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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 business relationships with clients to provide tailored financial advice and integrated strategies. Your role involves driving results by recommending investments, loans, and insurance products while ensuring sound risk management and high service quality.

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, along with proficiency in French.

Skills

Financial advising
Relationship management
Investment recommendation
Loan management
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
Business Relationships
Market Trends
Mutual Fund Representative
Hybrid Work
Client Satisfaction
Financial Strategy
Outreach Activities
Defined Benefit Pension Plan
Telemedicine
Wellness Expenses

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