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Added 13 mins ago
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Key Account Specialist, Ophthalmology - Southwestern Ontario
Bayer
Mississauga, ON
- Full-time
A minimum of 4 years specialty sales experience. Ophthalmology experience is a strong asset.
Added 13 mins ago
AT
Inside Sales Representative
Armour Transportation Systems
Dartmouth, NS
- Full-time
Position Overview: The Inside Sales Representative supports business growth within our transportation and logistics team by maintaining customer relationships and identifying new sales…
Added 13 mins ago
AT
Inside Sales Representative
Armour Transportation Systems
Moncton, NB
- Full-time
Position Overview: The Inside Sales Representative supports business growth within our transportation and logistics team by maintaining customer relationships and identifying new sales…
Added 13 mins ago
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HVAC Parts Outside Sales Representative
Sprung Studios - UX-UI Design
Vancouver, BC
- Full-time
Olympic International's Parts Division is seeking a motivated and customer-focused Outside Sales Representative to join our growing team. In this role, you will build and strengthen…
Added 13 mins ago
KD
Territory Sales Representative
Keurig Dr Pepper Canada
Calgary, AB
- $67,800 to $77,000 CAD / year
- Full-time
As a Territory Sales Rep (TSR) for Keurig Dr Pepper Canada (KDP), you will be responsible for managing assigned stores within the province of Alberta. Reporting into the Western Regional…
Added 13 mins ago
C3
Systems Engineer, Sr
Company 3
Toronto, ON
- $42 to $61.54 CAD / hour
- Full-time
The Senior Systems Architect will collaborate closely with Global Engineering, Software Development, Information Security, Production Operations, and local studio leadership at Company 3…
Added 13 mins ago
Customer Success Specialist
West Coast Reduction Ltd.
Vancouver, BC
Track pilot progress, document results and communicate implementation status, risks and next steps to Redux leadership and the responsible Sales Representative
Added 43 mins ago
BB
Mobile Sales Associate (Seasonal)
Best Buy Canada
Vaughan, ON
- Part-time
Grow your career in similar roles (customer service representative, merchandiser, online order pick-up specialist) or development roles (team lead, assistant store leader, store leader).
Added 44 mins ago
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Inside Sales Representative
Ivaco Rolling Mills
L'Orignal, ON
- Full-time
Receives all wire rod orders, trade and affiliate sales, has credit checked, analyses, reviews and obtains production approval, schedules for production, follows up on processing and…
Added 44 mins ago
CC
Route Service Representative (4-Day Workweek)
Cintas Canada
Quebec, 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 44 mins ago
SR
Proposal Coordinator
Saskatchewan Research Council (SRC)
Saskatoon, SK
- Full-time
…retirement and savings options, insured benefits, professional development opportunities, a robust safety program, and an outstanding team…
Added 44 mins ago
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Commercial Banking Manager - North York
Robertson & Company Ltd.
Toronto, ON · North York, ON
- Full-time
…recognized for investing in its people through ongoing leadership development, career progression, and a collaborative, entrepreneurial…
Added 44 mins ago
EH
Hotel General Manager
Evolution HR Services (Vancouver Island)
Nanaimo, BC
- Full-time
Training and development is central to our team strategy.
Added 44 mins ago
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Sales Trainer
Capital Lynk
Montreal, QC
- Full-time
Capital Lynk is hiring! We're looking for a Sales Trainer to partner with our sales manager and build a training class that sets new team members up to succeed from day one. You'll design…
Added 44 mins ago
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Inside Sales Representative
Avnet
Mississauga, ON
- Full-time
Combines inside sales/customer service and technical/systems knowledge to sell products, services and solutions to new and existing customers/account base through a variety of inbound and…
Added 59 mins ago
Retail Territory Sales Representative - Barrie South
Molson Coors
Barrie, ON
In the role of Retail Territory Sales Representative working in the Barrie Territory you will be part of the Ontario Commercial team. This position reports to the District Sales Manager,…
Added 1 hour ago
Production Planner
Westerkirk
Calgary, AB
Established in 1928, De Havilland Canada has a rich history marked by the development of some of the most iconic and versatile aircraft ever built. These aircraft have served a variety of…
Added 1 hour ago
Territory Sales Representative
Canadian Federation of Independent Business
Lethbridge, AB
Territory Sales Representative – Lethbridge, AB
Added 1 hour ago
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Sales Representative - Away From Home/ Foodservice - Burnaby, Tri-Cities & Fraser Valley
PepsiCo
Kamloops, BC
- Full-time
As an Away from Home Sales Representative, you will play a vital role in PepsiCo Beverages Canada’s success by:
Added 1 hour ago
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Sales Development Representative
enurgen
Ottawa, ON
- Full-time
We’re looking for a technically curious, commercially minded Sales Development Representative (SDR) to qualify opportunities and lead compelling early-stage conversations with renewable…
Added 1 hour ago
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Inside Sales - Hybrid
All Weather at Home
Calgary, AB
- Full-time
We’re currently hiring for an Inside Sales representative to join our Calgary Customer Solutions Centre.
Added 1 hour ago
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AV Estimator lI
Bosch Building Technologies
Toronto, ON
- $72,540 to $97,988.68 CAD / year
- Full-time
…opportunities. This role serves as a key contributor to the pre-sales process by analyzing customer requirements, developing system solutions, preparing detailed cost estimates, and…
Added 1 hour ago
TH
Inside Sales Representative
The Heico Companies LLC
L'Orignal, ON
- Full-time
Receives all wire rod orders, trade and affiliate sales, has credit checked, analyses, reviews and obtains production approval, schedules for production, follows up on processing and…
Added 1 hour ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
Provide service and sales support to Financial Consultants and Portfolio Managers, responding effectively to all inquiries from current and prospective clients concerning MD products and…
Added 1 hour ago
T
Full Time Sales Representative | St Laurent
TELUS
Ottawa, ON · Gatineau, QC · Hull, QC · Gloucester, ON · Nepean, ON
- Full-time
Additional sales incentives like cash prizes, phones, accessories, and trips

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

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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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