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Added 1 min ago
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Sales Development Representative (SDR) - B2B SaaS
YuJa
Toronto, ON · North York, ON
- $60,000 to $70,000 CAD / year
- Full-time
…collaboration, inclusivity, and belonging, where every team member’s contributions are valued and their voices are heard. Just as we help institutions and organizations worldwide achieve…
Added 1 min ago
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Customer Service Representative
BMO
Surrey, BC
- Part-time
…channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 1 min ago
Creative Services Advisor
Westerkirk
Calgary, AB
Experience with art direction for photo and video shoots.
Added 1 min ago
Clinic Secretary - Family Practice Health Centre
Women's College Hospital
Toronto, ON
Answer clinic-related phone calls and triage to appropriate staff member
Added 31 mins ago
Counter Sales Associate
Sonepar
Chatham-Kent, ON · Chatham, ON
The Counter Sales Representative will be a core member of our Customer Service Sales Team. This position will primarily be responsible for all aspects of our customer’s counter buying…
Added 31 mins ago
Home Care Attendant
Winnipeg Regional Health Authority
Portage la Prairie, MB
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 1 hour ago
Regional Sales Manager
Systemair
Mississauga, ON
Four (4) or more years of successful experience in HVAC equipment sales, manufacturer’s representative management, MEP Design Engineering or combination of related industry experiences is…
Added 1 hour ago
NS
Orthotic Technician Graduate - Rehabilitation and Supportive Care Services
Nova Scotia Health Authority
Halifax, NS
- Volunteer
…Technician, the Orthotics technical intern participates as a learner member of the clinical health team providing orthotic and/or prosthetic care to both inpatients and outpatients, as well…
Added 1 hour ago
NS
Orthotic Clinician Graduate - Rehabilitation and Supportive Care Services
Nova Scotia Health Authority
Halifax, NS
- Volunteer
…Clinician, the clinical resident participates as a learner member of the clinical health team providing orthotic care to both inpatients and outpatients, as well as learning to support the…
Added 1 hour ago
NS
Registered Prosthetic Technician - Rehabilitation & Supportive Care Services
Nova Scotia Health Authority
Halifax, NS
- Volunteer
…Prosthetist, the Registered Prosthetic Technician is an integral member of the clinical health team that provides prosthetic care to both inpatient and outpatients. Registered technicians…
Added 1 hour ago
NS
Certified Orthotist - Rehabilitation & Supportive Care Services
Nova Scotia Health Authority
Halifax, NS
- Full-time
Reporting to the Manager of Assistive Technology, as a member of a multi-disciplinary team the Certified Orthotist provides a diverse range of clinical interventions to a pediatric and…
Added 1 hour ago
AA
Sales Pro (Parts Advisor)
Advance Auto Parts
Kingston, ON
- $17.95 to $21.55 CAD / hour
- Full-time
…is between 17.95 CAD and 21.55 CAD per hour for a new team member. The rate offered to a successful candidate depends on multiple factors, including geographic location, experience in…
Added 1 hour ago
BI
Customer Service Representative
BEHLEN Industries LP
Brandon, MB
- Full-time
Reporting to the Customer Service Manager, our Customer Service Representative is knowledgeable about AG Products as well as pre-engineered steel building systems; supporting and working…
Added 1 hour ago
Health Services Manager - Primary Health Care
Nova Scotia Health and IWK Health
Sydney, NS
The Health Services Manager (HSM), Primary Health Care (PHC) is a member of the leadership team and is responsible for the operation, functioning and quality of the Primary Health Care,…
Added 1 hour ago
Orthotic Technician Graduate - Rehabilitation and Supportive Care Services
Nova Scotia Health and IWK Health
Halifax, NS
…Technician, the Orthotics technical intern participates as a learner member of the clinical health team providing orthotic and/or prosthetic care to both inpatients and outpatients, as well…
Added 1 hour ago
Orthotic Clinician Graduate - Rehabilitation and Supportive Care Services
Nova Scotia Health and IWK Health
Halifax, NS
…Clinician, the clinical resident participates as a learner member of the clinical health team providing orthotic care to both inpatients and outpatients, as well as learning to support the…
Added 1 hour ago
TI
Sr. Calibration Technician
Transcat, Inc.
Burlington, ON
- Other
…Transcat with a minimum of six (6) years commercial calibration experience preferred. Calibration Technicians at this level typically can calibrate, troubleshoot, and adjust higher-level…
Added 2 hours ago
GO
Customer Service Representative
Government of New Brunswick
Fredericton, NB
- Full-time
Service New Brunswick is seeking an individual to join the Fredericton team as a Customer Service Representative.
Added 2 hours ago
GO
Customer Service Representative
Government of New Brunswick
Burton, NB
- Full-time
Service New Brunswick is seeking an individual to join the Burton team as a Customer Service Representative.
Added 2 hours ago
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Registered Nurse (RN), Pediatric Intensive Care Unit (PICU) - BC Children’s Hospital
Sanya’k̓ula
Vancouver, BC
- Full-time
One year recent related experience in the designated clinical area and/or an equivalent combination of education and experience.
Added 2 hours ago
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Registered Nurse, Operating Room Surgical Suite - BC Children’s Hospital
Sanya’k̓ula
Vancouver, BC
- Full-time
Participate as a member of the healthcare team through contributing participating in rounds, committees and professional practice groups.
Added 2 hours ago
CC
Snow Removal Shovel Crew Member-Midland/Penetang
Clintar Commercial Outdoor Services
Midland, ON
- $25 to $30 USD / hour
- Part-time
Added 2 hours ago
PH
Registered Nurse (RN), Oncology Clinic - BC Cancer Kelowna
Provincial Health Services Authority
Kelowna, BC
- Full-time
…nursing care to oncology patients during their cancer care experience including but not limited to: assessment, intervention, symptom management, treatment coordination and administration,…
Added 2 hours ago
Registered Prosthetic Technician - Rehabilitation & Supportive Care Services
Nova Scotia Health and IWK Health
Halifax, NS
…Prosthetist, the Registered Prosthetic Technician is an integral member of the clinical health team that provides prosthetic care to both inpatient and outpatients. Registered technicians…
Added 4 hours ago
ME
Credit Representative
McDougall Energy Inc.
Sault Ste. Marie, ON
- Full-time
At McDougall Energy, we believe every team member has a role in fulfilling our purpose. That's why we give our people the trust, support, and opportunities they need to do their best work.…

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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