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Added 24 mins ago
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Manager Care Team Regina Pioneer Village Dementia Care
HealthCareersInSask.ca
Regina, SK
- Full-time
Job Description: The Manager, Care Team is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare goals. Reporting to the Director of…
Added 24 mins ago
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Pharmacy Technician
HealthCareersInSask.ca
North Battleford, SK
- Part-time
…products and supplies to Nursing Units, facilities and other community based health care…
Added 1 hour ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 1 hour ago
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Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Do you want to work for a world-renowned research institute that pushes the boundaries of biomedical science and health research? Right here in Montreal! At the Research Institute of the…
Added 2 hours ago
SC
Financial Services Representative
Souris Credit Union Limited
Souris, PE
- Full-time
We are growing to better serve our community! At Souris Credit Union, we are more than just a place to bank - we are a local, community-focused team dedicated to helping our neighbors reach…
Added 3 hours ago
GO
Indigenous Serv. Social Work. (Child Protect)
Government of PEI
Charlottetown, PE
- Full-time
Notifies the Designated Band Representative of any significant measures taken in relation to an Indigenous child and collaborates frequently with the Designated Band Rep and MCPEI regarding…
Added 3 hours ago
GO
Indigenous Serv. Social Worker (Child Serv.)
Government of PEI
Charlottetown, PE
- Full-time
Notifies the Designated Band Representative of any significant measures taken in relation to an Indigenous child and collaborates frequently with the Designated Band Rep and MCPEI regarding…
Added 3 hours ago
Health Care Social Worker B (BSW) - Mental Health & Addictions
Nova Scotia Health and IWK Health
Halifax, NS
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 5 hours ago
QR
Specification Representative
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
Richelieu Hardware is looking for a Specification Representative for Calgary, AB.
Added 6 hours ago
BV
Security and Emergency Services Manager
Bow Valley College
Calgary, AB
- Full-time
For 60 years, Calgary’s college has grown to prepare 14,000 students annually for meaningful careers in health care, social services, business, technology, and creative industries. Every…
Added 6 hours ago
BV
Facilities Manager
Bow Valley College
Calgary, AB
- Full-time
For 60 years, Calgary’s college has grown to prepare 14,000 students annually for meaningful careers in health care, social services, business, technology, and creative industries. Every…
Added 6 hours ago
PC
Member Service Representative
Provincial Credit Union
Stratford, PE
- Full-time
Member Service Representative – 12 month term
Added 6 hours ago
EC
Customer Service Rep – Automotive (On-Site)
Enigma Corporation
Mississauga, ON
- Full-time
Join a world-class team in Mississauga, as a Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 8 hours ago
CS
Community Home Care Worker (Healthcare Worker II, Casual)
Catholic Social Services Alberta
Red Deer, AB
- Internship
Community Home Care Worker/Health Care Worker 2 (HCA)
Added 9 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Ottawa, ON
- $17.95 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 hours ago
R|
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Do you want to work for a world-renowned research institute that pushes the boundaries of biomedical science and health research? Right here in Montreal! At the Research Institute of the…
Added 10 hours ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Waterloo, ON
- $17.6 to $17.95 CAD / hour
- Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 10 hours ago
IB
Customer Experience Representative - Seasonal
Indigo Books & Music
Windsor, ON
- $17.95 to $26 CAD / hour
- Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 11 hours ago
I
Seasonal Customer Experience Representative
Indigo
Waterloo, ON
- $17.6 to $17.95 CAD / hour
- Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 11 hours ago
I
Customer Experience Representative - Seasonal
Indigo
Windsor, ON
- $17.95 to $26 CAD / hour
- Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 12 hours ago
FH
Coordinator, Workforce Optimization Staffing Services
Fraser Health
Surrey, BC
- Full-time
Acts as the employer representative in Attendance Support and other meetings with staff, Human Resources and the Union. Ensures incident reports are completed and provides Leader with a…
Added 12 hours ago
RM
Bylaw Enforcement Officer - Fort Chipewyan
Regional Municipality of Wood Buffalo
Fort McMurray, AB
- Full-time
Appear and testify in court, and at the Community Standards and the Subdivision Appeal Boards as a representative of the Municipality.
Added 12 hours ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Oakville, ON
- Up to $17.95 CAD / hour
- Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 12 hours ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Ottawa, ON
- Up to $17.95 CAD / hour
- Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…
Added 12 hours ago
I
Seasonal Customer Experience Representative
Indigo
Oakville, ON
- $17.95 CAD / hour
- Part-time
Contribute to an environment where everyone knows their health and safety is a top priority and where everyone actively participates in ensuring the health and safety of each other and our…

Desjardins

Personal Finance Advisor, Assigned Clientele

Quebec, QC, Canada
Ste.-Foy, QC, Canada
Caisse Desjardins de Sainte-Foy, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Sep 22, 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
Knowledge of current financial, economic, political and legislative events
Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)
Knowledge of tax, financial and succession issues for individuals and business owners
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse Desjardins business processes
Knowledge of service standards
Knowledge of techniques used to assess and monitor individual financing applications

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

2026-10-25

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 also responsible for driving results through the recommendation of loans and insurance products while ensuring sound risk management.

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
Financing solutions
Credit authorization
Risk management
Customer satisfaction
Market trend analysis
Debt management
Tax planning
Succession planning
Interpersonal savvy
Sales
Insurance products
Financial analysis
Compliance
Communication

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
Financial Advisor
Clientele
Financing
Insurance
Credit
Risk Management
Mutual Fund Representative
Tax
Succession
Debt Management
Financial Services
Market Trends
Compliance
Business Development
Relationship Management
Desjardins
Hybrid Work
Financial Cooperatives

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