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Added 39 mins ago
J
Outside Sales Representative
JobsMedia.io
Laval, QC
- Full-time
Our client:A well-established company in the industrial tooling sector is seeking a Sales Representative to strengthen its sales and customer relationship management team.
Added 55 mins ago
M
Survey Project Manager
McElhanney
AB · Edmonton, AB
- Full-time
…projects, high levels of autonomy, opportunities for career development, excellent total compensation and benefits package, and collaborating with a team of great…
Added 2 hours ago
LC
Outbound Sales Development Representative - Retail
Lightspeed Commerce
Toronto, ON
- Full-time
Lightspeed is looking for a highly motivated Outbound Sales Development Representative to join our North American Outbound Sales team. You’ll help drive revenue growth by generating and…
Added 2 hours ago
A
Lead Portfolio Manager - Relocate to Saudi Arabia, Permanent Expat Relocation Package
aramco
Calgary, AB
- Full-time
Your primary role will be acts as the designated shareholder representative across assigned portfolio companies and is responsible for post-investment value realization, governance…
Added 3 hours ago
T
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 6 hours ago
UO
Associate Vice-President, International Research
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
…incumbent will play a key leadership role in the strategic development and management of the international Research portfolio. The portfolio serves the University’s mission to be among the…
Added 6 hours ago
D
Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
…and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients…
Added 6 hours ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
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…
Added 7 hours ago
C
Mobile Financial Services Representative
CIBC
Edmonton, AB
- Full-time
Business Development - Proactively engage in discussions with Costco members at a warehouse to understand client’s immediate financial needs while identifying opportunities to address…
Added 10 hours ago
C
Financial Services Representative II
CIBC
Campbell River, BC · CampbellRiver-StAnns&IslandHwy
- 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 11 hours ago
TW
Deposit Support Representative
Thrive Wealth Management
Regina, SK
- Part-time
We’re looking for an innovative, proactive team player to come on board as our permanent part-time Deposit Support Representative in Regina. In this role, you are responsible for ensuring…
Added 11 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Prince Albert, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as a permanent part-time Financial Service Representative in the Prince Albert branch! You will be scheduled based on…
Added 11 hours ago
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Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time
Added 11 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, 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 11 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, 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 13 hours ago
FG
Quality Control Inspector (2 Year Contract)
Flynn Group of Companies
Halifax, NS
- Contract
At Flynn Group of Companies, we strive to deliver excellence, growth and innovative solutions in every aspect of our business. For over 30 years, we have enjoyed continuous success by…
Added 13 hours ago
FG
Quality Control Inspector (2 Year Contract)
Flynn Group of Companies
Halifax, NS
- $50,000 to $60,000 CAD / year
- Contract
At Flynn Group of Companies, we strive to deliver excellence, growth and innovative solutions in every aspect of our business. For over 30 years, we have enjoyed continuous success by…
Added 13 hours ago
JI
Forklift Sales Representative
J.D. Irving, Limited
Saint John, NB
- Full-time
We currently have an opening for a Forklift Sales Representative for our Saint John location. We are looking for an enthusiastic, highly motivated sales professional who is passionate about…
Added 15 hours ago
J
Account Development Representative II
Jobgether
Canada
- Full-time
As an Account Development Representative, you will play a key role in driving business growth by identifying new prospects, developing enterprise accounts, and generating demand for…
Added 16 hours ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- 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 16 hours ago
NB
Financial Planner Laval
National Bank of Canada
Laval, QC
- Full-time
Create business development opportunities to increase the number of clients and the volume of existing portfolios
Added 16 hours ago
GR
Technical Sales Representative & Branch Supervisor
Grasslands Recruitment Specialists - Canadian Ag Recruiter
ON · Ontario, Canada
- Full-time
Grasslands Recruitment Specialists has been engaged to recruit a Technical Sales Representative & Branch Supervisor for an established, family-owned agricultural company serving poultry…
Added 16 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
Calgary, AB
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 16 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 16 hours ago
A
Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time

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

Apply About employer

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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