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Added 11 mins ago
NB
Account Representative
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
A career as an Account Representative at National Bank, your ability to work in synergy with a variety of partners will be a key asset. You’ll use your excellent customer service skills and…
Added 1 hour ago
DT
Market Discovery & Pilot Scout
DHD TECH SOLUTIONS LTD.
Canada
- Part-time
As our Market Discovery & Pilot Scout, you will be our primary field representative on the ground. You will visit target commercial corridors, engage restaurant managers and chefs during…
Added 2 hours ago
FR
Weekend Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
…provide services. Provide assistance/ support by answering customer inquiries and direct as…
Added 3 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Regina, SK
- Full-time
Territory Sales Representative with Leaf Filter
Added 3 hours ago
T
Customer Service Representative [Retail]
Torstaff
Toronto, ON
- Full-time
Duties: Full administration duties and follow-up related to customer service.
Added 4 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Peterborough, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 4 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
London, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 4 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
West Kelowna, BC
- Full-time
Territory Sales Representative with Leaf Filter
Added 4 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Dartmouth, NS
- Full-time
Territory Sales Representative with Leaf Filter
Added 4 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Waterloo, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 4 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Ottawa, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 4 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Winnipeg, MB
- Full-time
Territory Sales Representative with Leaf Filter
Added 4 hours ago
PF
Delivery Driver
Performance Food Group
Ottawa, ON
- Full-time
Performs count check of items and check customer invoices of products that have been loaded.
Added 4 hours ago
LG
Field Canvassing Representative
LeafFilter Gutter Protection
AB · Edmonton, AB
- Full-time
Territory Sales Representative with Leaf Filter
Added 4 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Calgary, AB
- Full-time
Territory Sales Representative with Leaf Filter
Added 4 hours ago
S
Sales Representative - Lubricant
Safety-Kleen
Toronto, ON
- $62,500 CAD / year
- Full-time
Safety-Kleen, a Clean Harbors company, is looking for a Lubricant Sales Representative to grow our branded Performance Plus Lubricants business. This is a full-time, permanent role.
Added 5 hours ago
FP
Sales Development Representative
Found People Inc.
Toronto, ON
- Full-time
Sales Development Representative – Business Financing
Added 5 hours ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Mississauga, ON
- $17.6 CAD / hour
- Contract
Share ideas with Leadership Team on how to improve the employee and customer experience
Added 6 hours ago
I
Seasonal Customer Experience Representative
Indigo
Mississauga, ON
- $17.6 CAD / hour
- Contract
Share ideas with Leadership Team on how to improve the employee and customer experience
Added 6 hours ago
SE
Service Technician - Barrie, ON
Stryten Energy
Barrie, ON
- Full-time
The Service Technician is a customer-oriented individual who provides excellent service and customized solutions. This individual repairs batteries, chargers and battery handling equipment…
Added 6 hours ago
SE
Service Technician - Barrie, ON
Stryten Energy
Barrie, ON
- Full-time
The Service Technician is a customer-oriented individual who provides excellent service and customized solutions. This individual repairs batteries, chargers and battery handling equipment…
Added 8 hours ago
A
CEP, Design Engineering - CAP Hydro
ANDRITZ
Pointe-Claire, QC
- Full-time
You have 1 to 5 years of experience in engineering
Added 9 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
…use your analytical skills in order to offer a people-centric experience for branch…
Added 9 hours ago
TA
Sales Representative
The Acquisition Group
AB
- Full-time
…established TELUS vendor is currently hiring a motivated Sales Representative to join their team in Edmonton. This is a great opportunity to build a rewarding career in a dynamic,…
Added 10 hours ago
AG
Warehouse Technician (General)
Avmax Group
Calgary, AB
- Full-time
Minimum one year of experience in a similar role, preferably in aviation.

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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