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Added 17 mins ago
Senior Planner - Development
County of Wellington
Guelph, ON
We are committed to building and maintaining a respectful, inclusive and equitable workplace that is representative of the community we proudly serve. The County is looking for individuals…
Added 17 mins ago
Planning Administrative Clerk
County of Wellington
Guelph, ON
We are committed to building and maintaining a respectful, inclusive and equitable workplace that is representative of the community we proudly serve. The County is looking for individuals…
Added 17 mins ago
IMIT Business Analyst - HIM Coding Classification & Terminology Standards
Nova Scotia Health and IWK Health
All Locations, Nova
…patient information is available and accessible, and quality service is delivered within to meet the objectives outlined by the program…
Added 1 hour ago
RM
Inside Sales Representative
Rochester Midland Corporation
Saskatoon, SK
- $60,000 to $75,000 CAD / year
- Full-time
Proactive and results-driven Inside Sales Representative to focus on renewing service contracts and maintaining strong relationships with existing customers. In this role, you will be…
Added 1 hour ago
CO
Capital Consultant
City of Calgary
Calgary, AB
- $48.54 to $64.88 CAD / hour
- Full-time
If you are committed to public service, enjoy collaborating with others, share our values and have a desire to learn and grow, join The City of Calgary. City employees deliver the services,…
Added 2 hours ago
M
Survey Assistant
McElhanney
AB · Alberta, Canada
- Full-time
…professionals to develop practical skills and gain hands-on field…
Added 2 hours ago
M
Survey Project Manager
McElhanney
AB · Edmonton, AB
- Full-time
You’ll oversee projects from proposals and planning through field execution and final deliverables, working closely with clients, survey crews, and multidisciplinary teams to deliver safe,…
Added 2 hours ago
M
Survey Assistant
McElhanney
AB · Edmonton, AB
- Full-time
…professionals to develop practical skills and gain hands-on field…
Added 7 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 8 hours ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 11 hours ago
PF
Financial Representative
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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 18 hours ago
NB
Financial Planner Laval
National Bank of Canada
Laval, QC
- Full-time
Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed
Added 23 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Calgary, AB
- Full-time
Territory Sales Representative with Leaf Filter
Added 23 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
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- Full-time
Territory Sales Representative with Leaf Filter
Added 23 hours ago
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Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Mississauga, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 1 day ago
CC
Sales Representative
Crystal Clean Maintenance
NS · Halifax Central, Nova Scotia
- Full-time
Prepare and present proposals, quotations, and service agreements.
Added 1 day ago
C
Rogers Field Representative [Spectre Management]
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Moncton, NB
- $49,400 to $72,800 CAD / year
- Full-time
…and are excited to grow with our organization. As a Rogers Field Representative, you'll have the opportunity to represent one of Canada's leading telecommunications providers, develop…
Added 1 day ago
LQ
Field Service Representative
LM Quality Staffing Inc.
Toronto, ON
- Full-time
NUMMA Products & Services Ltd is seeking to hire an Industrial Field Service Engineer responsible for troubleshooting and repairing industry related products, perform calibrations and…
Added 1 day ago
BB
Représentant(e) des services techniques à domicile (Temps plein) / Field Technical Service Representative (Full Time)
Best Buy Canada
Saint-Bruno, QC
- Full-time
You’ll love it here! We are hiring immediately for a field technical service representative, which at Best Buy we call a field service agent.
Added 1 day ago
W
HSE Specialist II
Worley
Edmonton, AB
- Full-time
…to the hiring or placement of a candidate unless a written service agreement has been established and executed between a duly authorized representative of WorleyCord LP and the…
Added 1 day ago
EI
Sales Representative
Eastcore Inc.
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Role Description This is a full-time, on-site Sales Representative role based in Sydney, NS. The Sales Representative is responsible for engaging with customers in person, explaining…
Added 1 day ago
EA
Enterprise Business Development Representative - Bilingual (French & English)
Expertise AI
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…answering customer questions, qualifying opportunities, routing service requests, and preparing follow-up actions. By turning AI from a standalone tool into a repeatable business process,…
Added 1 day ago
SE
Customer Service Representative & Office Administrator
SDR Electric, Plumbing & Heating Inc.
ON · North Augusta, ON
- Full-time
SDR Electric, Plumbing & Heating Inc. is hiring a Customer Service Representative & Office Administrator for a hybrid role based in North Augusta, Ontario, paying $20–$26 per hour based on…
Added 1 day ago
MM
Manager, Export Liner
MSC Mediterranean Shipping Company
Montreal, QC
- Full-time
The role serves as the primary commercial representative for the assigned trade(s), building and maintaining strong relationships with principals, customers, industry partners, and internal…
Added 2 days ago
Commercial HVAC Field Service Rep/Trainer
Human Resources
Toronto, ON
Reporting to the Manager, Technical Services & Training, the CAC Field Service Representative and Trainer is a specialist who supports heat-pump and ventilation systems. The role is…

Desjardins

Personal Finance Advisor, Assigned Clientele

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

Full-time

Apply About employer

Applications open in a new tab.

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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