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Added 4 mins ago
R
Business Development Representative
RavGB
Calgary, AB
- Contract
- Previous experience in sales, business development, or a client facing role where you dealt with customers or business owners directly. Banking, real estate, insurance, or running your…
Added 49 mins ago
HC
Part Time Seasonal Sales Associate - BOSS Vaughan
HB Canada, Inc.
Vaughan, ON
- Part-time
Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service.
Added 49 mins ago
Assistant Store Manager - BOSS Mirabel
HB Canada, Inc.
Mirabel, QC
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 1 hour ago
WC
Inside Sales Representative I
White Cap
Winnipeg, MB
- Full-time
Responsible for facilitating the sales process to generate new sales opportunities or upsell via phone, email, or other electronic communication. Oversee responses to customer order and…
Added 1 hour ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Calgary, AB
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 2 hours ago
A
Freelancer Sales Support
AMOREPACIFIC
Toronto, ON
- Part-time
As a representative of Tata Harper, the Brand Ambassador brings the brand’s luxury skincare philosophy to life through personalized consultations, product demonstrations, education, and…
Added 2 hours ago
IW
Coordinator, Region Office Operations (12 Months Contract) - Mississauga, ON
IG Wealth Management
ON · Ontario, Canada
- Contract
Client service orientation – Understanding and addressing the needs and perspectives of internal and external clients
Added 2 hours ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth Management and Mackenzie Investments. By partnering closely with…
Added 2 hours ago
IW
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
- Full-time
…strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth Management and Mackenzie Investments. By partnering closely with…
Added 2 hours ago
RC
Inside Sales Representative
Rexel Canada
Brantford, ON
- $50,000 to $65,000 CAD / year
- Full-time
As an Inside Sales Representative based in Brantford, ON, your essential duties will be to:
Added 2 hours ago
CI
Outside Sales Representative
Core-Mark International
AB · Edmonton, AB
- Full-time
The Sales Representative position offers an exciting chance to fuel our company's growth. You'll oversee a broad array of existing independent convenience stores customers, driving sales…
Added 2 hours ago
NI
Canada Territory Sales Representative - Calgary, Alberta
Norman International Inc.
Calgary, AB
- $38.46 CAD / hour
- Full-time
We are growing and we are seeking an energetic & enthusiastic Territory Sales Representative to grow retailer accounts within the Canadian market. Based out of our Calgary, Alberta office,…
Added 2 hours ago
TH
Merchandising Execution Associate : Part Time - RICHMOND (Mon-Fri 6AM-2:30PM Availability)
The Home Depot
Richmond, BC
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 3 hours ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Toronto, ON
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 3 hours ago
CW
Business Development Representative (BDR)
Canadian Wealth Inc.
Calgary, AB
- Full-time
Approximately 6–12 months of sales, customer service, or business development experience preferred.
Added 3 hours ago
N1
Receptionist & Office Administrator
No. 1 Collision
Richmond, BC · Greater Vancouver, British Columbia
- Full-time
Previous experience as a Receptionist, Office Administrator, Customer Service Representative, or Administrative Assistant.
Added 3 hours ago
TA
Consumer Sales Representative | TELUS Communications
The Acquisition Group
Surrey, BC
- Full-time
If you’re looking for a role where your effort, consistency, and results matter, The Acquisition Group is hiring Sales Representatives to join our Surrey team.
Added 3 hours ago
TA
Consumer Sales Representative | TELUS Communications
The Acquisition Group
Abbotsford, BC
- Full-time
The Acquisition Group is hiring Sales Representatives in Abbotsford for people who are ready to build experience, develop new skills, and get a head start on their career goals before the…
Added 3 hours ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Ottawa, ON
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 3 hours ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Ottawa, ON · Kanata, ON
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 3 hours ago
AI
Outside Sales Representative
American Iron & Metal (AIM)
Ottawa, ON
- Full-time
We are looking for an Outside Sales Representative, responsible for the development of the market in the
Added 3 hours ago
MC
Senior Sales Representative - KYC Solutions
Moody's Corporation
Toronto, ON
- Full-time
…financial crime, compliance technology, data, software as a service (SaaS), enterprise software, or a related field, with a strong understanding of bank KYC/AML and financial crime…
Added 3 hours ago
FR
Leasing Agent / Assistant Resident Services Manager
FirstService Residential Canada
AB · Edmonton, AB
- Internship
This is a highly responsible and dynamic individual who enjoys a variety of tasks while ensuring a high level of customer service is maintained at all times.
Added 3 hours ago
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Administrative Assistant
Veolia | North America
AB · Edmonton, AB
- Full-time
As a customer-facing representative, you will handle inquiries, resolve escalations, and maintain consistent communication to ensure exceptional service delivery. Additionally, this role…
Added 3 hours ago
Associate Wealth Advisor
First West
Chilliwack, BC
Sales and Service Strategy: Provides and/or prepares complex financial planning advice on a wide range of investment products and services to high value current and potential members,…

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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