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Added 6 mins ago
C
Business Development Representative
Conexiom
Kitchener, ON
- Full-time
…over one billion line items a year - transforms how enterprise sales teams operate, freeing them from data entry so they can focus on what actually moves the needle: revenue. With 20+ years…
Added 36 mins ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Thorold, ON
- Full-time
…working in a customer-centric service organization. Experience in business development, sales and customer success is an…
Added 37 mins ago
AG
Field Representative - Alcoholic Beverages
Acosta Group
Cambridge, ON
- Full-time
Communicate effectively with store staff regarding tasks, sales activities, promotions, client objectives and work completed.
Added 52 mins ago
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Regional Sales Representative - Smart Buildings & Smart Power
ABB
QC · Saint-Laurent, Quebec
- Full-time
The Smart Building & Smart Power Regional Channel Representative manages the operational and partner-facing side of channel business. This role handles channel operations, inventory…
Added 1 hour ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Thorold, ON
- Full-time
…working in a customer-centric service organization. Experience in business development, sales and customer success is an…
Added 2 hours ago
TN
Outside Sales Reps
True North Pest Control
Markham, ON
- Full-time
Role Description We’re looking for ambitious sales professionals who want to build a long-term career with uncapped earning potential. As a Commercial Sales Representative, you will be…
Added 3 hours ago
A
Client Service Representative - Lethbridge Mayor Magrath (6-12 Months Term)
ATB
Lethbridge, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 3 hours ago
WC
Sales Representative (Metal) - Vaughan, ON
Wurth Canada
Markham, ON
- Full-time
Drive personal and professional development and growth to ensure you are staying on top of product and sales developments (including but not limited to sales strategies, product demos, and…
Added 3 hours ago
DR
Outside Sales Representative
DMC Recruitment Group
Vancouver, BC
- Full-time
As an Outside Sales Representative, you will own and grow a defined territory, focusing on both account development and new business acquisition. You'll be the face of the business in the…
Added 3 hours ago
AC
Customer Service Representative
Aston Carter
Burnaby, BC
- $50,000 to $52,000 CAD / year
- Full-time
The Customer Service Representative plays a key role in supporting customers in an LTL transportation environment by responding to inquiries, tracking freight, coordinating pickup and…
Added 4 hours ago
BS
Sales Development Representative – B2B Events | Fast-Track Progression
Business Show Media Ltd
Toronto, ON
- Full-time
As a Sales Development Representative, you'll play an important role in generating new business opportunities for our international exhibitions.
Added 4 hours ago
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Financial Planning Consultant
CIBC
Richmond, BC · Vancouver, BC
- Full-time
Business expertise – Become an expert in local market trends and potential client bases, create a comprehensive sales plan that will convert leads into new clients. Use your strong…
Added 4 hours ago
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Client Engagement Representative
CIBC
Vancouver, BC
- Full-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 4 hours ago
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Financial Services Representative II
CIBC
Vancouver, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 5 hours ago
LM
Assistant Vice President, Executive Underwriter, Property
Liberty Mutual Canada
Vancouver, BC
- Full-time
…and respect. Diversity, Equity & Inclusion (DEI) is how we do business, and we'll continue to invest in it to create a stronger global…
Added 5 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
ON · Ontario, Canada
- Full-time
…through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs.…
Added 5 hours ago
KS
Outside Sales Representative - Electrical Utilities
Kinetic Search Group
Quebec, QC
- Full-time
We are currently seeking an experienced Outside Sales Representative to support continued business development and customer growth throughout Quebec, with a preference for candidates based…
Added 5 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
AB · Alberta, Canada
- Full-time
…through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs.…
Added 5 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
BC · British Columbia, Canada
- Full-time
…through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs.…
Added 5 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
SK · Saskatchewan, Canada
- Full-time
…through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs.…
Added 5 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NL · Newfoundland and Labrador, Canada
- Full-time
…through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs.…
Added 5 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
MB · Manitoba, Canada
- Full-time
…through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs.…
Added 5 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NB · New Brunswick, Canada
- Full-time
…through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs.…
Added 5 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NS · Nova Scotia, Canada
- Full-time
…through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs.…
Added 5 hours ago
FR
Security Concierge Supervisor
FirstService Residential Canada
Aurora, ON
- Full-time
High school diploma or equivalent preferred. Completion of College level courses with concentration in Business/Hospitality or Police/Security Foundations would be an asset.

Desjardins

Personal Finance Advisor

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 2026
Posting language: English
Posted: Nov 5, 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.

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)

CAISSE DU CENTRE-EST DE MONTRÉAL (30261 / Conv_Col_00085) (2016-04-07 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-19

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients by providing personalized financial advice and solutions to meet their goals. 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
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Interpersonal savvy
Strategic planning
Market trend analysis
Outreach
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
Client Relations
Mutual Fund Representative
Hybrid Work
Financial Planning
Business Development
Customer Service
Strategic Strategy
Market Trends

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