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Added 4 mins ago
SS
Regional Sales Manager
Summit Search Group
Victoria, BC · Greater Victoria Metropolitan Area
- Full-time
Regional Sales Manager, Canada & Northern USA
Added 4 mins ago
LR
Sales Development Representative
Let's Roam
Canada
- Contract
Sales Development Representative (SDR) / Sales Assistant
Added 4 mins ago
TH
Territory Sales Representative – B2B
The Headhunters Recruitment
Grande Prairie, AB
- Full-time
…day one. Based in the Grande Prairie area, the new Territory Sales Representative will be responsible for growing an assigned territory by bringing on new business customers and building on…
Added 4 mins ago
TT
Sales Representative
Tiki Tax
Kelowna, BC
- Part-time
Part-Time Sales & Marketing Representatives – TiKi Tax
Added 4 mins ago
I
Business Development Representative
isgSearch
Toronto, ON · Greater Toronto Area, Canada
- $40,000 to $60,000 CAD / year
- Full-time
1+ year of sales experience in a business development, inside sales, or similar outbound-focused role.
Added 4 mins ago
C
Financial Services Representative
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 4 mins ago
ZS
Sales Representative - Ottawa, ON
Zedcor Security Solutions
Ottawa, ON
- Full-time
Zedcor is looking to add to our existing sales organization in the Ottawa area. We are looking to hire Sales Representative. Sales Representatives are a crucial position as we continue to…
Added 4 mins ago
BS
Business Development Representative
Bulletproof Solutions Inc
Fredericton, NB
- Full-time
Your communication skills? Top-notch. You’re a pro with tools like Salesforce, Outreach, ZoomInfo, and Sales Navigator. Bonus points if you know the Microsoft tech stack.
Added 19 mins ago
PT
Technician I - Audio Visual
Paladin Technologies
Vancouver, BC
- Full-time
…installation blueprints and plans from Project Managers and Sales Teams to complete…
Added 33 mins ago
JW
Bilingual Customer Service Representative
Jamieson Wellness Inc.
Windsor, ON
- $45,700 to $68,500 CAD / year
- Full-time
We are seeking a detail-oriented and proactive Customer Service Representative to join our operations team.You will own the end-to-end customer order lifecycle, for initial entry through to…
Added 33 mins ago
JW
Customer Service Representative
Jamieson Wellness Inc.
Windsor, ON
- $45,700 to $68,500 CAD / year
- Contract
We are seeking a detail-oriented and proactive Customer Service Representative to join our operations team. You will own the end-to-end customer order lifecycle, for initial entry through…
Added 33 mins ago
SR
Construction Sales Representative
Stellar Recruitment Inc.
Vancouver, BC
- $100,000 to $120,000 CAD / year
- Full-time
Identify, pursue, and close sales opportunities across the region, developing project-specific strategies to promote acoustical solutions and increase market share.
Added 34 mins ago
AC
Member Service Representative l (Full-Time, Permanent) Gimli
Access Credit Union
Gimli, MB
- Full-time
Additional experience and/or development from the Member Services Representative (MSR) position
Added 49 mins ago
MC
Member Services Representative - Part-Time - Fonthill Branch
Meridian Credit Union
ON · Fonthill, ON
- $45,000 to $49,000 CAD / year
- Part-time
As our Member Experiences Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 49 mins ago
AP
Pest Technician - We'll Train! (Base Salary, Commission & Bonus included)
Abell Pest Control
Coquitlam, BC · Pitt Meadows, BC
- Full-time
…successful transferable skills and be equally considered: route sales, route service, field sales, field service, service technician, territory representative, restaurant manager,…
Added 49 mins ago
MH
Global Business Development Representative Manager
Maya HTT
Remote, Canada
- Full-time
- Remote
We are looking for a Global Business Development Representative Manager to lead Maya HTT’s business development capability across geographies and commercial motions. This role will…
Added 49 mins ago
A
Service Manager
ABB
Mississauga, ON
- Full-time
Builds sustainable customer relationships to ensure growth, satisfaction, and retention of customers together with sales.
Added 1 hour ago
JP
Strategic Account Manager - Oncology
JAMP Pharma Group
Toronto, ON
- Full-time
Professional development programs and career advancement opportunities.
Added 1 hour ago
SW
Technical Inside Sales Representative
Stormtec Water Management
Delta, BC
- Full-time
Technical Inside Sales Representative - Bypass Division
Added 1 hour ago
CF
Outside Sales Representative - Food Distribution (GTA)
CTS Foods
Toronto, ON
- Full-time
…portfolio and customer base and are looking for a motivated Outside Sales Representative to help drive growth in the Greater Toronto…
Added 1 hour ago
M3
Senior Dimensional Engineer - Product Development
Metafold 3D
Toronto, ON
- Part-time
You’ll contribute directly to product development, work closely with customers, and represent Metafold in technical conversations throughout the sales cycle. This role suits someone who…
Added 1 hour ago
GF
Customer Service Representative (Motivator) - Burnaby Northgate
GoodLife Fitness
Burnaby, BC
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 1 hour ago
C
Business Development Associate
Corpay
Toronto, ON
- Full-time
Corpay is currently looking to hire a Business Development Associate. This position falls under our Cross Border line of business and is located in Toronto, Canada. In this role you’ll…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Bordeaux-Cartierville-Saint-Laurent
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Bécancour, QC · Caisse Desjardins Godefroy
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers

Desjardins

Personal Finance Advisor

Bécancour, QC, Canada
Caisse Desjardins Godefroy, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 11, 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 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

2026-11-10

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and solutions. Additionally, you will drive business results by recommending investments, loans, and insurance products while ensuring sound 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 also required.

Skills

Financial advising
Investment recommendation
Loan management
Insurance products
Relationship management
Risk management
Customer satisfaction
Interpersonal savvy
Financial analysis
Strategic planning
Market trends analysis
Outreach
Communication
Problem solving
Financial 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
Hybrid Work
Defined Benefit Pension
Telemedicine
Business Development
Market Trends
Financial Strategy

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