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Added 22 mins ago
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Business Development Manager
Tru
Toronto, ON
- Full-time
…transformation for enterprise-level clients. As experts in digital experience platforms, e-commerce engines, and innovative solutions, we help businesses thrive in the digital…
Added 52 mins ago
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Sales Development Representative - French Speaker
Huzzle
Remote, Canada
- Full-time
- Remote
…to full-time remote roles where they’re hired directly into client teams and provided ongoing support by…
Added 1 hour ago
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Nurse B - Registered Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
Three years full-time experience in Acute Psychiatric or Community MH Nursing
Added 2 hours ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 2 hours ago
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Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 2 hours ago
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Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
…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…
Added 3 hours ago
EA
Bilingual Customer Service Representative
Europ Assistance Canada
Toronto, ON
- Full-time
Takes personal accountability for delivering superior client experience including effective problem solving.
Added 3 hours ago
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Mobile Financial Services Representative
CIBC
Edmonton, AB
- Full-time
As a member of the Personal and Business Banking team, you’ll deliver an exceptional client experience to support CIBC’s vision of leadership in client relationships and increased client…
Added 4 hours ago
WI
Outside Sales Representative
Winwire International Inc.
Mississauga, ON
- Contract
Outside Sales Representative - AI Receptionists & Websites for Local Businesses
Added 6 hours ago
PF
Financial Representative
Primerica Financial Services
Toronto, ON · North York, ON
- Other
Role Description: This hybrid Financial Representative role is based in North York, ON, with a combination of in-office work and some work-from-home flexibility. The Financial…
Added 6 hours ago
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Financial Services Representative II
CIBC
Campbell River, BC · CampbellRiver-StAnns&IslandHwy
- 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 7 hours ago
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Bilingual Customer Service Representative
Redion
Toronto, ON
- $60,000 to $63,000 CAD / month
- Full-time
· Takes personal accountability for delivering superior client experience including effective problem solving.
Added 7 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
Expérience de la vente B2B et gestion de quotas
Added 7 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, 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 8 hours ago
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Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, 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 9 hours ago
FG
Quality Control Inspector (2 Year Contract)
Flynn Group of Companies
Halifax, NS
- Contract
-Prepare request for inspection (RFI) when the works are completed and ready for inspection to the customer representative.
Added 10 hours ago
FG
Quality Control Inspector (2 Year Contract)
Flynn Group of Companies
Halifax, NS
- $50,000 to $60,000 CAD / year
- Contract
-Prepare request for inspection (RFI) when the works are completed and ready for inspection to the customer representative.
Added 11 hours ago
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FRCA Linguist
TransPerfect
Montreal, QC
- Full-time
TransPerfect’s Montreal-based office is looking for English-to-French translators with varying levels of experience (intermediate or senior) in banking and insurance. You will be…
Added 12 hours ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
…use your analytical skills in order to offer a people-centric experience for branch…
Added 12 hours ago
NB
Financial Planner Laval
National Bank of Canada
Laval, QC
- Full-time
…also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your…
Added 13 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 13 hours ago
WC
Case Manager (2026-398-CC)
WoodGreen Community Services
Toronto, ON
- Contract
We are committed to building an inclusive and diverse workforce, representative of the communities we serve. We encourage, and are pleased to consider, applications from Indigenous peoples,…
Added 13 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
Calgary, AB
- Full-time
The Sales Representative’s responsibilities include: sourcing and following up with leads, conducting discovery calls, qualifying opportunities based on client fit, preparing proposals or…
Added 13 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
The Sales Representative’s responsibilities include: sourcing and following up with leads, conducting discovery calls, qualifying opportunities based on client fit, preparing proposals or…
Added 13 hours ago
A
Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time
Expérience de la vente B2B et gestion de quotas

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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