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Business Development Executive - Sales & AI Products
nugget.ai
Mississauga, ON
- Contract
Role Description The Business Development Executive – Sales & AI Products is a part-time hybrid role based in Toronto, ON, with the flexibility to work both on-site and from home. In this…
Added 10 mins ago
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Assistant Directeur - Cinéma Capitol St-Jean
Careerowl.in
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Part-time
Forecast, initiate action/projects to drive the business forward and strengthen Cineplex Entertainment as Canada’s
Added 10 mins ago
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VIP Cast Member
Careerowl.in
Winnipeg, MB
- Full-time
As a rapidly expanding area of Cineplex’s business, the Cineplex VIP Cinemas offers exciting food and beverage career opportunities for energetic, experienced individuals who are looking…
Added 10 mins ago
Transit Operator
BC Transit
Victoria, BC
…a People First approach and considers people first in every business decision that we make. We are part of the solution and what we do matters; from fighting climate change with battery…
Added 40 mins ago
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Business Development Manager
Tru
Toronto, ON
- Full-time
Tru Inc. is seeking a Business Development Manager. We have one (1) permanent position available for an immediate start. This position reports to the Chief Revenue Officer.
Added 40 mins ago
LT
Talent Acquisition Specialist/Sourcer
LMI Technologies
Burnaby, BC
- Full-time
Education & Assets: A post-secondary degree, diploma in HR, business, or a relevant technical discipline - or equivalent practical experience. Experience sourcing international candidates…
Added 56 mins ago
Communications Coordinator
Simon Fraser University
Burnaby, BC
Bachelor's degree in Business, Marketing, Communications, Journalism or related field and three years of professional experience, or an equivalent combination of education, training and…
Added 1 hour ago
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Account Manager
Tru
Toronto, ON
- Full-time
This role helps clients translate business priorities into actionable digital initiatives across CRM, marketing automation, commerce, analytics, digital experience, and related enterprise…
Added 1 hour ago
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Financial Advisor
RBC
New Westminster, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
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Regional Event Planner
TD
Vancouver, BC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
Strategic Management Lead
City of Edmonton
AB
Oversee the performance management data lifecycle using centralized business intelligence platforms and ensure data governance, automated data pipelines, and security controls function to…
Added 1 hour ago
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Geotechnical Lead
AECOM
Saskatoon, SK
- $100,000 to $135,000 CAD / year
- Full-time
· develop and sustain long-lasting business relationships with clients;
Added 1 hour ago
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Part-time Technologist, Outdoor Adventure Program (Pembroke)
Algonquin College of Applied Arts and Technology
Ottawa, ON
- Part-time
Added 1 hour ago
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Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
Specific offers within the listed pay ranges are determined by a variety of factors such as experience, education, skills, certifications and business needs.
Added 2 hours ago
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Bilingual Contract Analyst
Hologic
Mississauga, ON
- Full-time
Familiarity with contract databases and business systems such as Oracle and/or SFDC.
Added 2 hours ago
Geologist
Government of Alberta
AB
Added 2 hours ago
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Department Manager, General Merchandise
Northern/NorthMart
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
Schedule staff to maximize customer service and fulfill business needs
Added 2 hours ago
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Senior Sales Manager
BoomerangFX
ON · Ontario, Canada
- Full-time
…rare in its scale, recession resilient and powered by a strong business model with an impressive leadership team of executives from Silicon Valley, digital marketing, fintech and Fortune…
Added 2 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…
Added 2 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…
Added 2 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Bachelor's degree in Finance, Accounting, Business Administration, Health Administration, or a related field.
Added 2 hours ago
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QA Engineer- Salesforce Marketing Cloud (SFMC)
Tru
Toronto, ON
- Full-time
…communications across SFMC. The role will work closely with Marketing, Business Analysts, SFMC Developers, Data/Integration teams, and Product stakeholders to ensure solutions meet…
Added 2 hours ago
MN
Grocery Merchandiser
Mosaic North America
Levis, QC
- Part-time
Added 2 hours ago
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Senior Consultant, Infrastructure Cost & Commercial (Senior Estimator/QS)
Turner & Townsend
Toronto, ON
- Full-time
You have actively participated in challenging target cost submissions and produced cost plans as part of client business case submissions.
Added 2 hours ago
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Spécialiste de remboursement Bilingue/Reimbursement Specialist
Cencora
Quebec, QC
- Full-time
This role is in support of Cencora's patient and provider support and pharma commercialization services in Canada marketed through our Innomar Strategies business.

Desjardins

Personal Finance Advisor, Assigned Clientele

Montreal, QC, Canada
Caisse Desjardins du Cœur-de-l'Île, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 14, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

As a personal finance advisor - assigned clientele, you help develop and maintain 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. In support of your advisor colleagues, you handle the financing and insurance needs of members and clients. You seize opportunities by providing members and clients with advice and support to optimize how available new technologies and different distribution channels are used, while protecting their interests and keeping them happy. Interpersonal savvy is therefore essential. You drive results by recommending and selling 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. More specifically, you will be required to:

Help members and clients set goals and advise them on the best strategies.
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 be present 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

2026-11-13

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More about this job

Responsibilities

You will build and maintain trusting relationships with clients by providing personalized financial advice and integrated strategies to meet their goals. Additionally, you will manage financing and insurance needs while balancing client satisfaction with business objectives and 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
Sales
Insurance products
Loan products
Risk management
Customer satisfaction
Interpersonal savvy
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
Insurance
Loans
Risk Management
Client Relations
Mutual Fund Representative
Hybrid Work
Financial Planning
Business Development
Wealth Management
Customer Service
Market Trends
Financial Strategies

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