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Jobs in Canada

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Added 8 mins ago
FR
Heavy Duty Cleaner
FirstService Residential Canada
Toronto, ON
- Full-time
…in the physical building which could cause injury or loss of client’s…
Added 8 mins ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 8 mins ago
QT
Spécialiste du soutien informatique / Technical Support
Quantum Technology Recruiting Inc. (QTR)
Laval, QC
- Contract
Notre client est un fournisseur de logiciels de premier plan dans le secteur de la sécurité publique, qui développe des systèmes critiques de réception d'appels, de répartition et de…
Added 8 mins ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 8 mins ago
B
Facility Manager III
BGIS
Montreal, QC
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 8 mins ago
FR
Security Concierge
FirstService Residential Canada
Burlington, ON
- Full-time
…in the physical building which could cause injury or loss of client’s…
Added 8 mins ago
MF
National Accounts Financial Consultant
MD Financial Management | Gestion financière MD
London, ON
- Full-time
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Added 9 mins ago
C
Financial Services Representative - Amos
CIBC
Amos, QC
- 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 mins ago
BC
QA/QC Coordinator, Electrical – Industrial West
Bird Construction
Calgary, AB · Edmonton, AB · Richmond, BC · Victoria, BC · Saskatoon, SK
- Full-time
Conduct construction and final walkdowns with Bird Supervision and Client Representative
Added 9 mins ago
BC
QA/QC Coordinator, Civil – Industrial West
Bird Construction
Calgary, AB · Edmonton, AB · Richmond, BC · Victoria, BC · Saskatoon, SK
- Full-time
Conduct construction and final walkdowns with Bird Supervision and Client Representative
Added 9 mins ago
BC
QA/QC Coordinator, Mechanical – Industrial West
Bird Construction
Calgary, AB · Edmonton, AB · Richmond, BC · Victoria, BC · Saskatoon, SK
- Full-time
Conduct construction and final walkdowns with Bird Supervision and Client Representative
Added 24 mins ago
AW
Senior Developer - R&D Tools & Systems
Arctic Wolf
Waterloo, ON · Office - CAN - Ontario, Waterloo
- $75,000 to $246,000 CAD / year
- Full-time
Experience supporting enterprise-scale virtualization deployments (e.g., VMware Horizon, App Volumes, vSphere) across regulated or large client environments.
Added 24 mins ago
PA
Pre-Owned Automotive Sales Representative
Pfaff Automotive Partners Inc.
Markham, ON
- Full-time
As a Pre-Owned Automotive Sales Representative, you’ll guide customers through every stage of their vehicle-buying journey, from their initial visit and vehicle selection through delivery…
Added 24 mins ago
HI
Client Care Representative – Personal Lines Retention
HUB International
Kelowna, BC
- Full-time
…valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner while educating clients in your excellent product knowledge in…
Added 38 mins ago
TH
Critical Incident Mental Health Provider (Contract Position)
TELUS Health
Winnipeg, MB
- Part-time
Manage the first impression onsite while adapting to the workplace culture to ensure the support provided is clinically appropriate and representative of the client group.
Added 38 mins ago
BS
Validation Engineer
Bartech Staffing
Windsor, ON
- $34 to $35.64 CAD / hour
- Contract
…organization with over 40 years of serving as a trusted partner to our client companies. We provide our talent with personal, responsive attention, and will assign an employee care…
Added 38 mins ago
GI
Associate Portfolio Manager
Gold Investment Management Ltd.
AB · Edmonton, AB
- Full-time
…with an individual who is team oriented, and passionate about client service, investment and risk management, and security analysis. We are hoping for a candidate that exemplifies our…
Added 38 mins ago
AW
Senior Developer - R&D Tools & Systems
Arctic Wolf
Waterloo, ON
- $75,000 to $246,000 CAD / year
- Full-time
Experience supporting enterprise-scale virtualization deployments (e.g., VMware Horizon, App Volumes, vSphere) across regulated or large client environments.
Added 38 mins ago
NC
Digital Campaign Manager – Audio Streaming
Newfoundland Capital Corporation Limited
Toronto, ON
- Full-time
Manage campaign setup, pacing, performance tracking, and continuous optimization to ensure client objectives are met.
Added 38 mins ago
SH
Home Care Attendant
Southern Health-Santé Sud
Steinbach, MB
- Full-time
Previous experience working with the elderly or disabled in a community setting is preferred.
Added 38 mins ago
TC
Customer Processing Representative, temporary full-time
The Canada Life Assurance Company
London, ON
- Full-time
…high-performing team environment and ensuring a seamless, accurate, and client-focused service experience across all…
Added 38 mins ago
H
Nurse B - Clinical Coordinator
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Ensures provision of safe, comprehensive care, meeting client and staff needs through coordination and communication. Provides assistance with system navigation and the…
Added 38 mins ago
MC
Marchandiseur - Merchandiser
Merchandising Consultants Associates
Alma, QC
- $19 CAD / hour
- Contract
Construire, modifier et démonter les présentoirs de produits en respectant strictement les normes de qualité et d'image de marque du client.
Added 38 mins ago
MC
Marchandiseur - Merchandiser
Merchandising Consultants Associates
La Pocatière, QC · Lapocatiere, QC
- $18 CAD / hour
- Contract
Construire, modifier et démonter les présentoirs de produits en respectant strictement les normes de qualité et d'image de marque du client.
Added 38 mins ago
MC
Marchandiseur - Merchandiser
Merchandising Consultants Associates
Thetford Mines, QC
- $19 to $21 CAD / hour
- Contract
Construire, modifier et démonter les présentoirs de produits en respectant strictement les normes de qualité et d'image de marque du client.

Desjardins

Personal Finance Advisor, Assigned Clientele

Rawdon, QC, Canada
Caisse Desjardins De Montcalm et de la Ouareau, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

As a personal finance advisor, you’re responsible for developing and maintaining 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. You provide financing solutions for affluent individuals and businesses. Interpersonal savvy is therefore essential. You drive results by recommending loans and insurance products. You serve as a financing expert advisor and resource person. You ensure that cross-sector strategies are applied to financing and authorize credit in accordance with established rules. 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:

Advise members and clients on the best strategies and work with them to identify expected results.
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 represent the caisse 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

Bachelor's degree in a related field
A minimum of one year 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)

CAISSE DE LA OUAREAU (CENTRES DE SERVICES RAWDON) (00008 / Conv_Col_00042) (2016-11-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-19

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients by providing personalized financial advice and financing solutions. You are responsible for driving results through loan and insurance recommendations while ensuring sound risk management and client satisfaction.

Requirements

The role requires a bachelor's degree in a related field and at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Financial advising
Relationship management
Credit authorization
Risk management
Sales
Customer service
Financial planning
Interpersonal savvy
Market analysis
Insurance product knowledge
Loan recommendation
Strategic planning
Communication
Problem solving
Business development

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
Credit Authorization
Risk Management
Mutual Fund Representative
Business Relationships
Financing Solutions
Insurance Products
Client Satisfaction
Market Trends
Hybrid Work
Defined Benefit Pension Plan
Telemedicine
Financial Goals
Cross-sector Strategies

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