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Added 10 mins ago
M
Director of Marketing Strategy, Manulife Bank
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
…Manulife Bank initiatives. This role owns the Manulife Bank customer and advisor experience marketing roadmap and leads priority value streams, ensuring strategies are aligned to enterprise…
Added 24 mins ago
EP
Territory Sales Representative
East Penn Canada: Backup Power Division
Mississauga, ON
- Full-time
The Territory Sales Representative will be responsible for providing white glove account management services for a robust portfolio of East Penn Canada’s key and national accounts, as well…
Added 39 mins ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Edmonton, AB
- Up to $15 CAD / hour
- Part-time
Share ideas with Leadership Team on how to improve the employee and customer experience
Added 39 mins ago
TS
Discovery Representative
TD SYNNEX Corporation
Mississauga, ON
- Full-time
The Discovery Program Representative is a full-time rotational opportunity that provides exposure to multiple business functions, including Sales, Business Development, Marketing and Vendor…
Added 1 hour ago
A
Client Service Representative - Cardston (12 Months Term)
ATB
Cardston, AB
- Full-time
Proven customer service and/or sales experience.
Added 1 hour ago
A
Client Service Representative - Sherwood Park Wye Garden
ATB
Sherwood Park, AB
- Full-time
Proven customer service and/or sales experience.
Added 1 hour ago
I
Seasonal Customer Experience Representative
Indigo
AB · Edmonton, AB
- $15 CAD / hour
- Part-time
Share ideas with Leadership Team on how to improve the employee and customer experience
Added 1 hour ago
DR
Outside Sales Representative - Precast Concrete
DMC Recruitment Group
Vancouver, BC
- Full-time
Our client is an established precast concrete manufacturer looking for an Outside Sales Representative to develop new business and grow existing customer relationships.
Added 1 hour ago
NS
Air Conditioning/Refrigeration Technician - Maintenance and Operations
Nova Scotia Health Authority
Halifax, NS
- Full-time
Experience working with commercial equipment (chillers/cooling towers)
Added 1 hour ago
PH
Billing Manager
Peace Hills Insurance
AB · Edmonton, AB
- Full-time
…primary focus of ensuring the team is providing exceptional customer service and accurate posting of receivable and payable transactions. More…
Added 1 hour ago
GC
Inside Sales Representative Calgary South
GMS Canada
Calgary, AB
- Full-time
Customer service experience in fast paced setting required.
Added 1 hour ago
GC
Inside Sales Representative
GMS Canada
Dartmouth, NS
- Full-time
Customer service experience in fast paced setting required.
Added 1 hour ago
Technical Account Manager, Advanced Materials
IMCD Group B.V.
Canada
·Establish connections between customer and Customer Service to ensure day-to-day fulfillment, requests, issues are resolved in a timely/efficient manner
Added 2 hours ago
PT
Sales Development Representative
Procore Technologies
Toronto, ON · CA - Ontario - Toronto
- Full-time
We are looking for a Sales Development Representative (SDR) to create new business opportunities and accelerate Procore’s customer growth across the construction industry. As the Sales…
Added 2 hours ago
TH
Merchandising Associate: Part Time (TEMP)- COQUITLAM
The Home Depot
Coquitlam, BC
- Part-time
…organization, and display/signage maintenance designed to enhance the customer experience. MEAs execute merchandising strategies and ensure product is displayed correctly to drive sales and…
Added 2 hours ago
S
Customer Sales Support Representative
Sandvik
Sudbury, ON · Saskatoon, SK · Surrey, BC
- Full-time
As a Customer Sales Support Representative, you will be a key point of contact for customers throughout the sales and order process. You will respond to inquiries, prepare quotes,…
Added 2 hours ago
T
TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard…
Added 2 hours ago
AF
Business Development Representative
Athena Films
Canada
- Full-time
Added 2 hours ago
CC
Snow Plow Loader Operator - Barrie
Clintar Commercial Outdoor Services
Barrie, ON · Greater Barrie Metropolitan Area
- Part-time
Minimum 5 years Snow Removal Loader experience
Added 2 hours ago
GC
Sales & Service Representative (Fly In/ Fly Out, 7 on/ 7 off)
Grainger Canada
Calgary, AB
- Full-time
The Sales & Service Representative (SSR) is responsible for the end-to-end delivery of Integrated Customer Solutions (ICS) at assigned customer sites. Operating across multiple customer…
Added 2 hours ago
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Financial Service Representative - LendDirect Office 1586
LendDirect
Calgary, AB
- Full-time
As a Financial Service Representative, you’ll be at the heart of our customer experience - delivering exceptional service, building lasting relationships, and helping individuals secure the…
Added 2 hours ago
RC
Inside Sales Representative–Alliance Regina
Rexel Canada
Regina, SK
- Full-time
…dedicated to delivering exceptional value to our employees, customer and stake holders alike. Together we are building sustainable performance and shaping a better…
Added 2 hours ago
E
Business Line Manager - Surface Division
Epiroc
Mississauga, ON
- Full-time
…equipment sales, technology adoption, automation solutions and customer lifecycle value. The role requires strong commercial acumen, leadership capability and deep understanding of mining,…
Added 2 hours ago
M
HVAC Branch Representative
Master
Saskatoon, SK
- Full-time
If you are someone who enjoys providing exceptional customer service, has knowledge and experience in the HVAC industry, and wants to join a dynamic and dedicated team, then Master is the…
Added 2 hours ago
S
Strategic Accounts Manager
SaskTel
SK · Saskatchewan, Canada
- Full-time
…solutions. Drives sales growth by identifying and cultivating customer relationships in highly competitive environments to evolve and maintain long term, stable, and profitable business…

Desjardins

Personal Finance Advisor

Lorrainville, QC, Canada
Montreal, QC, Canada
Notre-Dame-du-Nord, QC, Canada
Témiscaming, QC, Canada
Caisse Desjardins du Témiscamingue, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 21, 2026
Posting language: English
Posted: Nov 2, 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. Plus spécifiquement, vous serez amené(e) à :

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

2026-11-20

Apply About employer

More about this job

Responsibilities

You will advise members and clients on financial strategies while managing business relationships to ensure satisfaction and service quality. Additionally, you will drive results by recommending investments, loans, and insurance products while staying current on market trends.

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 processing
Insurance product knowledge
Risk management
Customer satisfaction
Market trend 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
Hybrid Work
Customer Service
Financial Planning
Business Development
Market Trends
Portfolio Management

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