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Added 5 mins ago
SH
Resident Assistant
Southern Health-Santé Sud
Carman, MB
- Full-time
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 5 mins ago
S
International Admissions Officer
SAIT
Calgary, AB
- Temporary
Job classification: A5019 - Customer Service Representative
Added 20 mins ago
Medical Office Assistant
HealthCareersInSask.ca
Bengough, SK
Department: Community Health Services Administration
Added 20 mins ago
H
Nurse Practitioner
HealthCareersInSask.ca
Kipling, SK
- Full-time
…evidence-informed care across continuing care, long-term care, primary health care, acute care, urgent care, and emergency settings. The position will report to and work under the direction…
Added 20 mins ago
V
Financial Services Representative (BCGEU) - Mission
Vancity
Burnaby, BC
- Full-time
As a Financial Services Representative, you’ll be the first point of contact for our members – making it easier to bank with us, earning their trust, and creating a personalized member…
Added 20 mins ago
V
Financial Services Representative - Sen̓áḵw Village
Vancity
BC · Vancouver, BC
- Part-time
As a Financial Services Representative, you’ll be the first point of contact for our members – making it easier to bank with us, earning their trust, and creating a personalized member…
Added 20 mins ago
Manager, Official Plan and Legislation
City of Toronto
Toronto, ON
…stakeholders including members of Council, all levels of City staff, representative from other orders of government, non-profit and private sector developers, community groups and the…
Added 20 mins ago
MF
Director, Citizen Development & Employee Technology Experience Pod Owner
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Track measures for adoption, employee experience, productivity, business value, cost, operational health, risk and supportability, and use insights to improve priorities and outcomes.
Added 35 mins ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Mississauga, ON
- $17.6 CAD / hour
- Contract
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 50 mins ago
SA
International Admissions Officer
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
Job classification: A5019 - Customer Service Representative
Added 50 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Burlington, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 50 mins ago
V
Financial Services Representative (BCGEU) - Mission
Vancity
Mission, BC
- Full-time
As a Financial Services Representative, you’ll be the first point of contact for our members - making it easier to bank with us, earning their trust, and creating a personalized member…
Added 50 mins ago
SP
Reception & Donations Coordinator
St. Paul's Foundation
Vancouver, BC
- $57,000 to $70,000 CAD / year
- Full-time
Benefits: Extended Health Benefits and eligibility to participate in the BC Municipal Pension Plan
Added 50 mins ago
M
System Support Logistics Technician
Medavie
Dartmouth, NS · NS Fleet Dartmouth
- Full-time
Emergency Medical Care Inc. (EMC) is a wholly owned subsidiary of Medavie Health Services (MHS) that manages and operates ground ambulance, air medical transport and the medical…
Added 50 mins ago
AP
Property Manager
Arbutus Properties
Regina, SK
- Full-time
…safely and efficiently. The Property Manager is the primary representative for day-to-day contact with tenants with a key focus on maintaining and enhancing tenant relationships and the…
Added 1 hour ago
RC
Project Manager - Bedford NS
rcs Construction
NS · Bedford, Nova Scotia
- Full-time
…women in underrepresented roles, and members of the 2SLGBTQIA+ community. Applicants are encouraged to self-identify during the online application process to help us continue building a…
Added 1 hour ago
Office Administrative Assistant
HealthCareersInSask.ca
St. Walburg, SK
Department: Community Health Services Administration
Added 1 hour ago
SH
Health Care Aide - Certified
Southern Health-Santé Sud
MB · Vita, MB
- Full-time
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 1 hour ago
SH
Registered Nurse - Repost
Southern Health-Santé Sud
Gladstone, MB
- Full-time
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 1 hour ago
SH
Health Care Aide - Uncertified
Southern Health-Santé Sud
MB · Vita, MB
- Full-time
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 1 hour ago
CO
Traffic Signal Analyst
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Full-time
Participate on internal and external committees, working groups and community initiatives related to traffic operations, road safety and transportation systems.
Added 1 hour ago
CO
Road Safety Analyst
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Full-time
Develop and maintain partnerships with Greater Sudbury Police Service, Public Health Sudbury & Districts, school boards, provincial agencies, community organizations and other…
Added 1 hour ago
I
Seasonal Customer Experience Representative
Indigo
Mississauga, ON
- $17.6 CAD / hour
- Contract
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 1 hour ago
BI
Pharmaceutical Sales Representative - Endocrinology
BioSyent Inc
Toronto, ON · Scarborough, ON
- Full-time
An opportunity is available for an ambitious Pharmaceutical Sales Representative - Endocrinology to manage the territory of GTA East - Toronto, Scarborough, Ottawa and surrounding areas)…
Added 1 hour ago
Registered Nurse
Halton Region
Oakville, ON · V - Post Inn Village Long Term, V -
…persons with disabilities, women, and members of the 2SLGBTQ+ community. Accommodations are available at any point upon request for candidates participating in the selection…

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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