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Added 7 mins ago
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Finance Manager
Company3
Toronto, ON
- Full-time
Manage and develop direct reports, providing day-to-day guidance, oversight of responsibilities, performance feedback, and support for professional development.
Added 7 mins ago
GF
Sales and Service Representative (Fitness Coach) - Toronto Pearson Terminal One
GoodLife Fitness
Mississauga, ON · Toronto, ON
- Part-time
What is a Sales and Service Representative (Fitness Trainer)?
Added 7 mins ago
GF
Senior Sales and Service Representative (Fitness Coach) - North York Don Mills and Eglinton For Women
GoodLife Fitness
Toronto, ON
- Full-time
SENIOR SALES AND SERVICE REPRESENTATIVE (FITNESS COACH)
Added 22 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Vaudreuil-Dorion, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 22 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 22 mins ago
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Sr. Marketing Manager, Core Surgical Innovations
Medtronic
Brampton, ON · CAN-ON Brampton
- Full-time
Partner with Sales, Clinical, Medical Affairs, Regulatory, Quality, and global marketing teams to deliver coordinated, customer-focused programs.
Added 22 mins ago
Financial Advisor, Investment & Retirement Planning - Bridlewood, Kanata, Ontario
Scotiabank
Ottawa, ON · Kanata, ON
…in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment…
Added 22 mins ago
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Field Representative - Alcoholic Beverages
Acosta
Cambridge, ON
- Full-time
Communicate effectively with store staff regarding tasks, sales activities, promotions, client objectives and work completed.
Added 37 mins ago
EM
Customer Service Representative - Guelph
Enterprise Mobility
Guelph, ON
- $18.5 CAD / hour
- Full-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will provide…
Added 37 mins ago
MC
Financial Services Representative - Full Time - 5 Month Contract
Meridian Credit Union
Toronto, ON
- $50,000 to $53,000 CAD / year
- Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 37 mins ago
IR
Business Development Representative – Summer Student (May–August 2027)
Info-Tech Research Group
Toronto, ON
- Full-time
Ongoing coaching and support: From experienced sales and account leaders as you apply your learning, strengthen your capabilities, and build momentum.
Added 37 mins ago
IR
Business Development Representative – Summer Student (May–August 2027)
Info-Tech Research Group
London, ON
- Full-time
Ongoing coaching and support: From experienced sales and account leaders as you apply your learning, strengthen your capabilities, and build momentum.
Added 37 mins ago
GG
Membership and Outreach Team Member
Gold's Gym - British Columbia
Vancouver, BC
- $18.25 CAD / hour
- Part-time
Gold's Gym BC is looking for an energetic, motivated, and results-driven Membership Sales Representative to join our team. If you're passionate about fitness, enjoy building relationships,…
Added 52 mins ago
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Personal Finance Advisor
Desjardins
Montreal, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 52 mins ago
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Personal Finance Advisor
Desjardins
Saint-Apollinaire, QC · Caisse Desjardins du Centre de Lotbinière
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 52 mins ago
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Personal Finance Advisor - Assigned Clientele
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 52 mins ago
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Financial Services Representative II
CIBC
Vancouver, BC
- 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 1 hour ago
CC
Donor Care Representative
Canadian Cancer Society
St. John's, NL
- $48,000 CAD / year
- Full-time
We are seeking an enthusiastic and driven Donor Care Representative, in this role you will be an ambassador for all CCS supporters. You will be responsible for all (inbound) donor calls…
Added 1 hour ago
CC
Donor Care Representative
Canadian Cancer Society
Prince George, BC
- $48,000 CAD / year
- Full-time
We are seeking an enthusiastic and driven Donor Care Representative, in this role you will be an ambassador for all CCS supporters. You will be responsible for all (inbound) donor calls…
Added 1 hour ago
CC
Donor Care Representative
Canadian Cancer Society
Toronto, ON
- $48,000 CAD / year
- Full-time
We are seeking an enthusiastic and driven Donor Care Representative, in this role you will be an ambassador for all CCS supporters. You will be responsible for all (inbound) donor calls…
Added 1 hour ago
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Représentant(e) des ventes en relations bancaires/Banking Relationship Sales Representative
ADP
Montreal, QC
- Full-time
Added 1 hour ago
CC
Donor Care Representative
Canadian Cancer Society
Ottawa, ON
- $48,000 CAD / year
- Full-time
We are seeking an enthusiastic and driven Donor Care Representative, in this role you will be an ambassador for all CCS supporters. You will be responsible for all (inbound) donor calls…
Added 1 hour ago
E
Customer Service Representative - Steinbach
Enterprise
Steinbach, MB
- Part-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Service Representative/Customer Assistance Representative Sr (CAR Sr). The Customer Assistance…
Added 1 hour ago
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Part Time Sales Representative | Heartland Town Centre
TELUS
Mississauga, ON
- Part-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 1 hour ago
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Full Time | Sales Representative | Place Versailles
TELUS
Montreal, QC
- Full-time
Additional sales incentives like cash prizes, phones, accessories, and trips

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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