Jobs in Canada

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Added 57 mins ago
S
Construction Site Coop- Toronto, ON
SKYGRiD
Toronto, ON
- Full-time
SKYGRiD is committed to building a diverse workforce representative of the communities we serve. Only selected candidates will be contacted for an interview. Accommodation will be provided…
Added 1 hour ago
SG
Senior Markets & Trading Risk Auditor
Societe Generale
Montreal, QC
- Full-time
In the Americas specifically, SG consists of U.S. and Canadian subsidiaries, branches and representative offices, as well as branches, subsidiaries and representative offices in Brazil,…
Added 1 hour ago
OI
HVAC Parts Outside Sales Representative
Olympic International Sales Limited
North Vancouver, BC
- Full-time
Olympic International's Parts Division is seeking a motivated and customer-focused Outside Sales Representative to join our growing team. In this role, you will build and strengthen…
Added 1 hour ago
SE
Field Service Representative
Siemens Energy
AB · Edmonton, AB
- Full-time
Able to perform duties on day or night shift under difficult conditions, heat, cold, noise, etc · Must hold valid driver's license and either holds or is able to obtain a passport
Added 1 hour ago
I
General Foreman
IREN
Mackenzie, BC
- Full-time
Total package may be inclusive of a night shift premium for rotational shift positions
Added 1 hour ago
CO
Maintenance Person / Electrician
College of New Caledonia
Prince George, BC
- Full-time
Must have successful completion of Grade 12 or equivalent · Must have ITA Red Seal Electrician Trade Qualification
Added 1 hour ago
SG
Capital Markets & Risk Auditor
Societe Generale
Montreal, QC
- Full-time
In the Americas specifically, SG consists of U.S. and Canadian subsidiaries, branches and representative offices, as well as branches, subsidiaries and representative offices in Brazil,…
Added 2 hours ago
DR
Outside Sales Representative
DMC Recruitment Group
Edmonton, AB
- Full-time
They are looking to add a driven Outside Sales Representative to their team - someone who thrives in a relationship-based sales environment while still bringing a hunter mentality to grow…
Added 2 hours ago
DR
Outside Sales Representative
DMC Recruitment Group
Edmonton, AB
- Full-time
They are looking to add a driven Outside Sales Representative to their team - someone who thrives in a relationship-based sales environment while still bringing a hunter mentality to grow…
Added 2 hours ago
FE
Territory Sales Manager
Frind Estate Winery
Calgary, AB
- $60,000 to $65,000 CAD / year
- Full-time
** Applicants must reside in the Calgary, AB area or have the ability to relocate for the position
Added 2 hours ago
OS
Legal Counsel (12 to 18 month Contract Fixed Term OR Secondment)
Ontario Securities Commission
Toronto, ON
- Full-time
With other team members, serve as an OSC representative on the CSA Financial Innovation Hub (CSA FinHub), including working groups, national testing initiatives and related research…
Added 3 hours ago
AW
Adjoint(e) exécutif au Chef de la direction - Executive Assistant to the CEO
AJ Walter Aviation
Montreal, QC
- Full-time
Added 3 hours ago
S
Représentant commercial – Extrémités – Montréal / Sales Representative - Extremities - Montreal
Stryker
Montreal, QC · Canada, Virtual Address
- Full-time
As Sales Representative Extremities, you’ll help us deliver on our mission of making healthcare better by promoting and selling Stryker’s world-class products. Our portfolio offers…
Added 3 hours ago
OS
Legal Counsel - (12 to 18 month Fixed Term Contract)
Ontario Securities Commission
Toronto, ON
- Full-time
With other team members, serve as an OSC representative on the CSA Financial Innovation Hub (CSA FinHub), including working groups, national testing initiatives and related research…
Added 3 hours ago
AG
Adjoint(e) exécutif au Chef de la direction - Executive Assistant to the CEO
AJW Group
Montreal, QC
- Full-time
Added 4 hours ago
Investment Assistant (Req 150)
Odlum Brown
Vancouver, BC
Registered with CIRO as an Investment Representative in good standing
Added 4 hours ago
D
Wealth Management Advisor
Desjardins
Coaticook, QC · Caisse Desjardins des Verts-Sommets de l'Estrie
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 4 hours ago
Customer Sales and Service Representative
UFA Co-operative Ltd.
Mayerthorpe, AB
Reporting to the Store Manager, the Customer Sales and Service Representative 2 (CSSR 2) is responsible for serving and assisting customers in the selection and purchase of goods and…
Added 5 hours ago
PP
Account Manager
Preston Phipps Inc
Dartmouth, NS
- Full-time
Since 1933, Preston Phipps Inc. has been a leading distributor and manufacturers' representative of Steam, Hot Water and Critical Air solutions across Canada. We are currently looking for a…
Added 5 hours ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Joliette, QC · Caisse Desjardins du Réseau de la santé
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 5 hours ago
D
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Charlesbourg
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 6 hours ago
D
Private Banker
Desjardins
Ottawa, ON
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 6 hours ago
CC
Planner/Scheduler, Maintenance
Cameco Corporation
Port Hope, ON
- Full-time
…create a culture where inclusion is the goal, and a diverse and representative workforce is our measure of success. Cameco is committed to providing an inclusive selection process, free…
Added 6 hours ago
WC
Outside Sales Representative (Winnipeg, MB)
Wolseley Canada Inc.
Winnipeg, MB
- Full-time
Join the Winnipeg location as an Outside Sales Representative, where you’ll build strong customer relationships, grow sales within your territory, and identify new business opportunities.…
Added 7 hours ago
WG
Outside Sales Representative (Winnipeg, MB)
Wolseley Group
Winnipeg, MB
- Full-time
Join the Winnipeg location as an Outside Sales Representative, where you’ll build strong customer relationships, grow sales within your territory, and identify new business opportunities.…

Desjardins

Personal Finance Advisor

Montreal, QC, Canada
Joliette, QC, Canada
Caisse Desjardins du Réseau de la santé, Canada

Full-time

Apply on desjardins.wd10.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Nov 13, 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
Available to work one evening per week until 8:00 p.m.

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

2026-11-27

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide personalized financial advice and solutions. They drive business results by recommending investments, loans, and insurance products while balancing client satisfaction with 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 required, along with proficiency in French.

Skills

Financial advising
Investment recommendation
Loan management
Insurance products
Risk management
Relationship management
Customer satisfaction
Interpersonal savvy
Market trends analysis
Strategic planning
Financial services
Communication
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
Financial Planning
Strategic Advice
Market Trends
Customer Service
Hybrid Work
Pension Plan
Telemedicine
Business Development
Financial Goals
Portfolio Management
Banking

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Work requirements

Jobs in Canada