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Added 19 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Peterborough, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 19 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
London, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 19 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
West Kelowna, BC
- Full-time
Territory Sales Representative with Leaf Filter
Added 19 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Dartmouth, NS
- Full-time
Territory Sales Representative with Leaf Filter
Added 19 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Waterloo, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 19 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Ottawa, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 19 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Winnipeg, MB
- Full-time
Territory Sales Representative with Leaf Filter
Added 19 mins ago
PF
Delivery Driver
Performance Food Group
Ottawa, ON
- Full-time
Performs count check of items and check customer invoices of products that have been loaded.
Added 19 mins ago
LG
Field Canvassing Representative
LeafFilter Gutter Protection
AB · Edmonton, AB
- Full-time
Territory Sales Representative with Leaf Filter
Added 19 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Calgary, AB
- Full-time
Territory Sales Representative with Leaf Filter
Added 49 mins ago
S
Sales Representative - Lubricant
Safety-Kleen
Toronto, ON
- $62,500 CAD / year
- Full-time
Safety-Kleen, a Clean Harbors company, is looking for a Lubricant Sales Representative to grow our branded Performance Plus Lubricants business. This is a full-time, permanent role.
Added 1 hour ago
FP
Sales Development Representative
Found People Inc.
Toronto, ON
- Full-time
Sales Development Representative – Business Financing
Added 1 hour ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Mississauga, ON
- $17.6 CAD / hour
- Contract
Share ideas with Leadership Team on how to improve the employee and customer experience
Added 2 hours ago
I
Seasonal Customer Experience Representative
Indigo
Mississauga, ON
- $17.6 CAD / hour
- Contract
Share ideas with Leadership Team on how to improve the employee and customer experience
Added 2 hours ago
SE
Service Technician - Barrie, ON
Stryten Energy
Barrie, ON
- Full-time
The Service Technician is a customer-oriented individual who provides excellent service and customized solutions. This individual repairs batteries, chargers and battery handling equipment…
Added 2 hours ago
SE
Service Technician - Barrie, ON
Stryten Energy
Barrie, ON
- Full-time
The Service Technician is a customer-oriented individual who provides excellent service and customized solutions. This individual repairs batteries, chargers and battery handling equipment…
Added 4 hours ago
A
CEP, Design Engineering - CAP Hydro
ANDRITZ
Pointe-Claire, QC
- Full-time
You have 1 to 5 years of experience in engineering
Added 5 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
…use your analytical skills in order to offer a people-centric experience for branch…
Added 6 hours ago
TA
Sales Representative
The Acquisition Group
AB
- Full-time
…established TELUS vendor is currently hiring a motivated Sales Representative to join their team in Edmonton. This is a great opportunity to build a rewarding career in a dynamic,…
Added 6 hours ago
AG
Warehouse Technician (General)
Avmax Group
Calgary, AB
- Full-time
Minimum one year of experience in a similar role, preferably in aviation.
Added 9 hours ago
U
Route Service Representative - UniFirst Canada
UniFirst
Fort McMurray, AB
- Full-time
Grow Customer Relationships: Build rapport with customers, address service needs, and introduce new garments and products to enhance their experience.
Added 9 hours ago
Future Store Manager
David's Bridal
Vaughan, ON · Cambridge, ON · MB · AB
Holds the leadership team accountable for active floor management by assigning shifts, reviewing results, and providing feedback to maintain a five-star customer experience.
Added 10 hours ago
TH
Merchandise Project Associate Full Time (SAINT JOHN)
The Home Depot
Saint John, NB
- Full-time
…organization, and display/signage maintenance designed to enhance the customer experience. They are primarily assigned to projects and must ensure they are executed safely, accurately, and…
Added 10 hours ago
BB
Technical Service Representative (Part Time)
Best Buy Canada
Timmins, ON
- Part-time
Create an amazing customer experience at the service desk
Added 11 hours ago
HE
Outside Sales Representative
HighFire Energy Services
Redwater, AB
- Full-time
Role Description This full-time, on-site Outside Sales Representative role is based in Redwater, AB. The position is responsible for identifying and pursuing new business opportunities for…

Desjardins

Personal Finance Advisor

Princeville, QC, Canada
Caisse Desjardins de L'Érable, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 15, 2026
Posting language: English
Posted: Nov 3, 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
Available to work Monday to Friday, including one evening per week

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

2026-12-14

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting business relationships with clients to provide tailored financial advice and solutions. Your role involves driving results through the recommendation of 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 required.

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
Reimbursement of 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
Market Trends
Hybrid Work
Defined Benefit Pension
Telemedicine
Customer Service

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