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IB
Seasonal Customer Experience Representative
Indigo Books & Music
Edmonton, AB
- Up to $15 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added just now
TS
Discovery Representative
TD SYNNEX Corporation
Mississauga, ON
- Full-time
The Discovery Program Representative is a full-time rotational opportunity that provides exposure to multiple business functions, including Sales, Business Development, Marketing and Vendor…
Added 31 mins ago
A
Client Service Representative - Cardston (12 Months Term)
ATB
Cardston, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 31 mins ago
A
Client Service Representative - Sherwood Park Wye Garden
ATB
Sherwood Park, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 45 mins ago
I
Seasonal Customer Experience Representative
Indigo
AB · Edmonton, AB
- $15 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 45 mins ago
IT
Equipment Technical Support Representative
Inland Truck & Equipment
Prince George, BC
- Full-time
Inland Truck & Equipment is an industry leader in the heavy-duty truck and equipment sales, service, and parts marketplace. When we say we're ALL IN, we mean we're all in on you and your…
Added 1 hour ago
IT
Equipment Technical Support Representative
Inland Truck & Equipment
Fort St. John, BC
- Full-time
Inland Truck & Equipment is an industry leader in the heavy-duty truck and equipment sales, service, and parts marketplace. When we say we're ALL IN, we mean we're all in on you and your…
Added 1 hour ago
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Equipment Technical Support Representative
Inland Truck & Equipment
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- Full-time
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Added 1 hour ago
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Equipment Technical Support Representative
Inland Truck & Equipment
Langley (District), BC · City of Langley, BC
- Full-time
Inland Truck & Equipment is an industry leader in the heavy-duty truck and equipment sales, service, and parts marketplace. When we say we're ALL IN, we mean we're all in on you and your…
Added 1 hour ago
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Equipment Technical Support Representative
Inland Truck & Equipment
Kamloops, BC
- Full-time
Inland Truck & Equipment is an industry leader in the heavy-duty truck and equipment sales, service, and parts marketplace. When we say we're ALL IN, we mean we're all in on you and your…
Added 1 hour ago
GC
Inside Sales Representative Calgary South
GMS Canada
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- Full-time
The primary function of Inside Sales is to provide product knowledge on building materials to new and existing customers.
Added 1 hour ago
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Customer Service Representative/Dispatch
GMS Canada
Owen Sound, ON
- Full-time
The customer service representative must provide exceptional customer service to all customers and employees. The ideal candidate should thrive in a fast-paced, hands-on environment.…
Added 1 hour ago
GC
Inside Sales Representative
GMS Canada
Dartmouth, NS
- Full-time
The primary function of Inside Sales is to provide product knowledge on building materials to new and existing customers.
Added 1 hour ago
GC
Account Manager
GMS Canada
Regina, SK
- Full-time
As an Outside Contract Sales Representative, you will be instrumental in driving sales by managing relationships with commercial clients, understanding their project needs, and providing…
Added 1 hour ago
Technical Account Manager, Advanced Materials
IMCD Group B.V.
Canada
·Sales representative is responsible for setting, regularly reviewing, and revising Call Frequency Schedule
Added 1 hour ago
TH
Merchandising Associate: Part Time (TEMP)- COQUITLAM
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Coquitlam, BC
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 1 hour ago
S
Customer Sales Support Representative
Sandvik
Sudbury, ON · Saskatoon, SK · Surrey, BC
- Full-time
As a Customer Sales Support Representative, you will be a key point of contact for customers throughout the sales and order process. You will respond to inquiries, prepare quotes,…
Added 1 hour ago
CA
Sales Support Specialist
Centurion Associates Inc
Toronto, ON
- Full-time
Reporting to the Vice President of National Advisor Sales, the Sales Support Specialist is responsible for the professional administration and support of all sales and marketing activities…
Added 1 hour ago
GC
Sales & Service Representative (Fly In/ Fly Out, 7 on/ 7 off)
Grainger Canada
Calgary, AB
- Full-time
The Sales & Service Representative (SSR) is responsible for the end-to-end delivery of Integrated Customer Solutions (ICS) at assigned customer sites. Operating across multiple customer…
Added 1 hour ago
L
Financial Service Representative - LendDirect Office 1586
LendDirect
Calgary, AB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 1 hour ago
RC
Inside Sales Representative–Alliance Regina
Rexel Canada
Regina, SK
- Full-time
As an Inside Sales Representative in Regina, your responsibilities include but are not limited to the following:
Added 1 hour ago
E
Business Line Manager - Surface Division
Epiroc
Mississauga, ON
- Full-time
Champion cross-functional collaboration between Sales, Service, Operations, Supply Chain, Finance, and Human Resources.
Added 2 hours ago
M
HVAC Branch Representative
Master
Saskatoon, SK
- Full-time
As a Branch Representative, you will be responsible for managing internal relationships with customers, providing excellent customer service, processing orders and quotations, and promoting…
Added 2 hours ago
S
Strategic Accounts Manager
SaskTel
SK · Saskatchewan, Canada
- Full-time
SaskTel is on the lookout for a Strategic Account Manager to join our Corporate & Mid-Market Business Sales team!
Added 2 hours ago
FR
Business Development Director
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Vancouver, BC
- Full-time
Skilled in managing complex sales cycles, negotiating service agreements, and closing high-value contracts.

Desjardins

Personal Finance Advisor

Lac-Etchemin, QC, Canada
Caisse Desjardins des Etchemins, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 1, 2026
Posting language: English
Posted: Nov 9, 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.

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

2026-11-30

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building lasting relationships with clients by providing tailored financial advice and solutions to meet their goals. They also manage business relationships, assess service quality, and collaborate with experts to design integrated financial strategies.

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 also required.

Skills

Financial advising
Investment management
Loan processing
Insurance product knowledge
Relationship management
Customer service
Risk management
Interpersonal skills
Market trend analysis
Financial planning
Business development
Communication
Problem solving
Strategic planning
Financial analysis

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
Mutual Fund Representative
Client Satisfaction
Business Development
Financial Strategy
Market Trends
Hybrid Work
Pension Plan
Telemedicine
Customer Focus
Interpersonal Savvy
Action Oriented
Nimble Learning
Equity
Diversity
Inclusion
Accessibility

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