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Added 11 mins ago
PH
Medical Laboratory Assistant
Provincial Health Services Authority
Chilliwack, BC
- Temporary
Added 11 mins ago
PH
Medical Laboratory Assistant
Provincial Health Services Authority
New Westminster, BC
- Part-time
Added 11 mins ago
PH
Pharmacy Technician
Provincial Health Services Authority
Surrey, BC
- Part-time
Added 11 mins ago
PH
Medical Laboratory Assistant
Provincial Health Services Authority
New Westminster, BC
- Full-time
Added 12 mins ago
Dental Assistant - Oral Maxillofacial Clinic
Nova Scotia Health and IWK Health
Halifax, NS
Nova Scotia Health is committed to being a workforce that is free of discrimination, values diversity, and is representative, at all job levels, of the people we serve. We encourage all…
Added 26 mins ago
AC
Customer Service Representative
Aston Carter
Calgary, AB
- $21 CAD / hour
- Contract
Added 41 mins ago
CO
Capital Consultant
City of Calgary
Calgary, AB
- $48.54 to $64.88 CAD / hour
- Full-time
The City is committed to fostering a respectful, inclusive and equitable workplace which is representative of the community we serve. We welcome those who have demonstrated a commitment to…
Added 41 mins ago
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Electrical Manager
GagaMuller
Regina, SK
- Full-time
…on a hyperscale data centre project. Acting as the owner’s representative, you will provide client-side leadership and oversight of the electrical scope, coordinating the General Contractor…
Added 41 mins ago
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Mechanical Manager
GagaMuller
Regina, SK
- Full-time
…on a hyperscale data centre project. Acting as the owner’s representative, you will provide client-side leadership and oversight of the mechanical scope, coordinating the General Contractor…
Added 1 hour ago
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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 1 hour ago
IH
Social Worker Home Health
Interior Health Authority
100 Mile House, BC
- Full-time
We are committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your whole self to work.…
Added 1 hour ago
GO
Information Writer
Government of Manitoba
Winnipeg, MB
- Full-time
…from the competition file will be provided to the grievor's representative. Personal information irrelevant to the grievance and other information protected under legislation will be…
Added 1 hour ago
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Survey Assistant
McElhanney
AB · Alberta, Canada
- Full-time
…professional qualifications. The posted base salary/wage range is representative of the required level of qualifications and experience for the position as noted in the job posting. The…
Added 1 hour ago
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Survey Project Manager
McElhanney
AB · Edmonton, AB
- Full-time
…professional qualifications. The posted base salary range is representative of the required level of qualifications and experience for the position as noted in the job posting. The salary…
Added 1 hour ago
M
Survey Assistant
McElhanney
AB · Edmonton, AB
- Full-time
…professional qualifications. The posted base salary/wage range is representative of the required level of qualifications and experience for the position as noted in the job posting. The…
Added 3 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 3 hours ago
A
Lead Scheduling Engineer (Relocation to Saudi Arabia is required.)
aramco
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…PPMD coordinates Maintain potential projects as the proponent…
Added 3 hours ago
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Technicien éolienne I / Wind Turbine Technician I - Port Cartier, Quebec (Riviere-Pentecote, Quebec, CA, G0H 1R0)
Vestas
Rivière-Pentecôte, QC
- Full-time
Added 3 hours ago
CH
Registered Nurse - PACU 0.5 FTE
Clearpoint Health Network
Regina, SK
- $38 to $58 CAD / hour
- Part-time
Clearpoint Health Network Inc is committed to nurturing a diverse workforce representative of the communities within which we operate. We encourage and are pleased to consider all qualified…
Added 3 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
CS
Family Enrichment Worker - Family Preservation Program - North Battleford
Catholic Social Services Alberta
North Battleford, SK
- Part-time
Catholic Social Services is committed to fostering a diverse and representative workforce. In an effort to enrich our agency and reflect the communities we serve, we welcome applications…
Added 4 hours ago
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Business Development Manager
Tru
Toronto, ON
- Full-time
Added 5 hours ago
IH
Respiratory Therapist | Community
Interior Health Authority
Vernon, BC
- Part-time
We are committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your whole self to work.…
Added 5 hours ago
H
Sales Development Representative - French Speaker
Huzzle
Remote, Canada
- Full-time
- Remote
We are looking for a high-performing Bilingual Sales Development Representative (SDR) who is fluent in both English and French to join a growing international B2B sales team.
Added 5 hours ago
CS
Community Disability Worker I - Supported Independent Living (Casual)
Catholic Social Services Alberta
Tofield, AB
- Internship
Catholic Social Services is committed to fostering a diverse and representative workforce. In an effort to enrich our agency and reflect the communities we serve, we welcome applications…

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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