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Added 1 hour ago
SE
Service Technician - Barrie, ON
Stryten Energy
Barrie, ON
- Full-time
Actively promote point of sale items and allied products and services.
Added 3 hours ago
A
CEP, Design Engineering - CAP Hydro
ANDRITZ
Pointe-Claire, QC
- Full-time
Open positions in turbines, alternators, auxiliary services or dam gates engineering
Added 4 hours ago
TA
Sales Representative
The Acquisition Group
AB
- Full-time
Are you a goal-driven sales professional with a passion for helping people connect to innovative home services? Our client, a trusted and established TELUS vendor is currently hiring a…
Added 6 hours ago
Casual Tenant Support Worker (Balsam Place)
Connective
Kelowna, BC
Connective is a dynamic non-profit organization that provides innovative programming in the social services sector. We strive to create safe, healthy, and inclusive communities for all.
Added 8 hours ago
U
Route Service Representative - UniFirst Canada
UniFirst
Fort McMurray, AB
- Full-time
At UniFirst Canada, we Always Deliver - for our customers and our people. As a Route Service Representative (RSR), you’ll be the face of UniFirst to our customers, building strong…
Added 10 hours ago
HE
Outside Sales Representative
HighFire Energy Services
Redwater, AB
- Full-time
Role Description This full-time, on-site Outside Sales Representative role is based in Redwater, AB. The position is responsible for identifying and pursuing new business opportunities for…
Added 10 hours ago
Junk Removal Specialist
1-800-GOT-JUNK?
Calgary, AB
Ready to build a high-energy career where every day is different? Join our Field Sales & Service Team and help us deliver exceptional customer moments and powerful service experiences.…
Added 10 hours ago
Customer Experience Leader
1-800-GOT-JUNK?
AB
Ready to build a high-energy career where every day is different? Join our Field Sales & Service Team and help us deliver exceptional customer moments and powerful service experiences.…
Added 17 hours ago
U
Représentant des ventes – Région d’Ottawa, ON et Gatineau, QC
USG
Montreal, QC
- Other
Soins de santé étendus (comprenant médicaments prescrits, soins de la vue et services professionnels paramédicaux)
Added 19 hours ago
CS
Program Assistant (CF) - Ready to Serve and RENU
Catholic Social Services Alberta
AB · Edmonton, AB
- Full-time
Diploma or certificate in Business Administration, Office Administration, Public Administration, Project Management, Human Services, or related field.
Added 23 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 23 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
…is an outside, B2B account management position that provides field support including - training, guidance with starting new clients, inspections of Contractor performance and compliance…
Added 23 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
…is an outside, B2B account management position that provides field support including - training, guidance with starting new clients, inspections of Contractor performance and compliance…
Added 1 day ago
FT
Outside Sales Representative, Calgary Moraine
Fountain Tire
Calgary, AB
- Other
…and dedicated individual to join our team as an Outside Sales Representative to help grow our business and support our customers. If you enjoy building relationships and finding new…
Added 1 day ago
FT
Inside Sales Representative, Lethbridge North
Fountain Tire
Lethbridge, AB
- Other
Fountain Tire Lethbridge North (804 36 Street), is looking for a friendly and dedicated individual to join our team as an Inside Sales Representative/Service Writer!
Added 1 day ago
FT
Inside Sales Representative, Val Caron
Fountain Tire
Sudbury, ON · Val Caron, ON
- Other
…individual to join our team on the front counter as an Inside Sales…
Added 1 day ago
FT
Inside Sales Representative, Edmonton (Roper Road)
Fountain Tire
Edmonton, AB
- Other
Great discounts for you and your family on tires, parts, and mechanical services
Added 1 day ago
A
Sales & Marketing Representatives
Acosta
Cambridge, ON
- Full-time
At Premium Retail Services, an Authorized Marketing Partner of Bell Canada, we’re looking for ambitious individuals ready to build a rewarding career while representing one of Canada’s most…
Added 1 day ago
A
Sales & Marketing Representatives
Acosta
Waterloo, ON
- Full-time
At Premium Retail Services, an Authorized Marketing Partner of Bell Canada, we’re looking for ambitious individuals ready to build a rewarding career while representing one of Canada’s most…
Added 1 day ago
A
Sales & Marketing Representatives
Acosta
Kitchener, ON
- Full-time
At Premium Retail Services, an Authorized Marketing Partner of Bell Canada, we’re looking for ambitious individuals ready to build a rewarding career while representing one of Canada’s most…
Added 1 day ago
A
Sales & Marketing Representatives
Acosta
Burlington, ON
- Full-time
At Premium Retail Services, an Authorized Marketing Partner of Bell Canada, we’re looking for ambitious individuals ready to build a rewarding career while representing one of Canada’s most…
Added 1 day ago
A
Sales & Marketing Representatives
Acosta
Niagara Falls, ON
- Full-time
At Premium Retail Services, an Authorized Marketing Partner of Bell Canada, we’re looking for ambitious individuals ready to build a rewarding career while representing one of Canada’s most…
Added 1 day ago
A
Sales & Marketing Representatives
Acosta
Barrie, ON
- Full-time
At Premium Retail Services, an Authorized Marketing Partner of Bell Canada, we’re looking for ambitious individuals ready to build a rewarding career while representing one of Canada’s most…
Added 1 day ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Added 1 day ago
A
Virology, Therapeutic Specialist - Northern Ontario
AbbVie
Sudbury, ON · Greater Sudbury, Ontario
- $93,000 to $143,000 CAD / year
- Full-time
Our Therapeutic Specialists develop robust business plans to execute brand strategy and tactics in the field, deliver sales performance and effectively build strong customer relationships…

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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