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Added 3 mins ago
EM
Customer Service Representative - Guelph
Enterprise Mobility
Guelph, ON
- $18.5 CAD / hour
- Full-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will provide…
Added 3 mins ago
MC
Financial Services Representative - Full Time - 5 Month Contract
Meridian Credit Union
Toronto, ON
- $50,000 to $53,000 CAD / year
- Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 3 mins ago
IR
Business Development Representative – Summer Student (May–August 2027)
Info-Tech Research Group
Toronto, ON
- Full-time
Ongoing coaching and support: From experienced sales and account leaders as you apply your learning, strengthen your capabilities, and build momentum.
Added 3 mins ago
IR
Business Development Representative – Summer Student (May–August 2027)
Info-Tech Research Group
London, ON
- Full-time
Ongoing coaching and support: From experienced sales and account leaders as you apply your learning, strengthen your capabilities, and build momentum.
Added 3 mins ago
GG
Membership and Outreach Team Member
Gold's Gym - British Columbia
Vancouver, BC
- $18.25 CAD / hour
- Part-time
Gold's Gym BC is looking for an energetic, motivated, and results-driven Membership Sales Representative to join our team. If you're passionate about fitness, enjoy building relationships,…
Added 18 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 18 mins ago
D
Personal Finance Advisor
Desjardins
Saint-Apollinaire, QC · Caisse Desjardins du Centre de Lotbinière
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 18 mins ago
D
Personal Finance Advisor - Assigned Clientele
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 18 mins ago
C
Financial Services Representative II
CIBC
Vancouver, BC
- 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 47 mins ago
CC
Donor Care Representative
Canadian Cancer Society
St. John's, NL
- $48,000 CAD / year
- Full-time
We are seeking an enthusiastic and driven Donor Care Representative, in this role you will be an ambassador for all CCS supporters. You will be responsible for all (inbound) donor calls…
Added 47 mins ago
CC
Donor Care Representative
Canadian Cancer Society
Prince George, BC
- $48,000 CAD / year
- Full-time
We are seeking an enthusiastic and driven Donor Care Representative, in this role you will be an ambassador for all CCS supporters. You will be responsible for all (inbound) donor calls…
Added 47 mins ago
CC
Donor Care Representative
Canadian Cancer Society
Toronto, ON
- $48,000 CAD / year
- Full-time
We are seeking an enthusiastic and driven Donor Care Representative, in this role you will be an ambassador for all CCS supporters. You will be responsible for all (inbound) donor calls…
Added 47 mins ago
A
Représentant(e) des ventes en relations bancaires/Banking Relationship Sales Representative
ADP
Montreal, QC
- Full-time
Added 48 mins ago
CC
Donor Care Representative
Canadian Cancer Society
Ottawa, ON
- $48,000 CAD / year
- Full-time
We are seeking an enthusiastic and driven Donor Care Representative, in this role you will be an ambassador for all CCS supporters. You will be responsible for all (inbound) donor calls…
Added 48 mins ago
E
Customer Service Representative - Steinbach
Enterprise
Steinbach, MB
- Part-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Service Representative/Customer Assistance Representative Sr (CAR Sr). The Customer Assistance…
Added 48 mins ago
T
Part Time Sales Representative | Heartland Town Centre
TELUS
Mississauga, ON
- Part-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 48 mins ago
T
Full Time | Sales Representative | Place Versailles
TELUS
Montreal, QC
- Full-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 48 mins ago
AC
Member Service Representative I (Full-Time, Permanent) Winkler
Access Credit Union
Winkler, MB
- Full-time
Additional experience and/or development from the Member Services Representative (MSR) position
Added 1 hour ago
C
Environmental, Health, and Safety (EHS) Specialist
Carlisle
Crossfield, AB
- Full-time
We’re equally committed to our people, prioritizing safety, inclusion, career growth development, tuition assistance, and excellent benefits.
Added 1 hour ago
Sales Associate (Land Rover Royal Oak)
Go Auto
Calgary, AB
Luxury Automotive Sales Associate (Land Rover Royal Oak)
Added 1 hour ago
WC
Sales Representative (Metal) - Newmarket, ON
Wurth Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
A day in the life of an outside sales representative:
Added 1 hour ago
OI
HVAC Parts & Supply Inside Sales Representative
Olympic International Sales Limited
North Vancouver, BC
- Full-time
Olympic International is looking for an Inside Sales Representative for our HVAC Parts and Supply team. As a leading wholesale distributor of HVAC and refrigeration equipment, parts, and…
Added 1 hour ago
DR
Junior Sales Representative
Dawn Recruiting Agency
London, ON
- $45,000 to $75,000 CAD / year
- Full-time
Participate in training sessions and ongoing sales development activities.
Added 1 hour ago
CC
Environmental, Health, and Safety (EHS) Specialist
Carlisle Construction Materials
Crossfield, AB
- Full-time
We’re equally committed to our people, prioritizing safety, inclusion, career growth development, tuition assistance, and excellent benefits.
Added 1 hour ago
SL
Service Specialist
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
…SunSolutions & National Accounts within Group Benefits, Business Development. In this role, you will be responsible for servicing a block of business as well as participating in the…

Desjardins

Personal Finance Advisor - Assigned Clientele

Saint-Hyacinthe, QC, Canada
Caisse Desjardins de la Région de Saint-Hyacinthe, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 21, 2026
Posting language: English
Posted: Nov 5, 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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-20

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting business relationships with clients to provide tailored financial advice and financing solutions. Additionally, you will manage business relationships, assess service quality, and collaborate with partners to implement integrated financial strategies.

Requirements

Candidates must hold a bachelor's degree in a related field and possess 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
Insurance products
Interpersonal savvy
Customer focus
Financial planning
Market analysis
Business development
Communication
Problem solving
Strategic planning
Financial analysis

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
Insurance
Mutual Fund Representative
Risk Management
Business Relationships
Financial Goals
Client Satisfaction
Hybrid Work
Pension Plan
Telemedicine
Market Trends
Financial Strategy
Loans
Wealth Management
Customer Service
Sales
Community Outreach

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