Personal Finance Advisor
4 weeks ago
OverviewThe position is full-time on site. As a personal finance advisor, you’ll build lasting relationships with members and clients, understand their needs, and offer guidance aligned with their financial goals. You will work with individual members and businesses, balancing client satisfaction with business objectives and prudent risk management.ResponsibilitiesAdvise members and clients on the best strategies and work with them to identify expected resultsManage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvementStay up-to-date on the financial services industry, market trends and best practices in your fieldParticipate in outreach activities and represent the caisse in the communityWhat We OfferCompetitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteriaWhat You Bring To The TableBachelor's degree in a related fieldA minimum of two years of relevant experienceOther combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredAdvanced proficiency of English due to the nature of duties or work toolsKnowledge of current financial, economic, political and legislative eventsUnderstanding of the philosophy and fundamentals of financial services cooperativesPolicies, legislation and standards related to products and services offered by the caisseDesjardins business processes and service standardsTechniques used to assess and monitor individual financing applicationsDesjardins is an equal opportunity employer. We believe in equity, diversity and inclusion, welcome and value people for who they are, and provide a positive workplace for all. We have zero tolerance for discrimination of any kind. If you need accommodations at any stage of the recruitment process, please let us know.Unposting date: 2026-01-21Job Family: Member/client sales and service (FG)Employment type: Full-time | Seniority level: Entry level | Industry: Banking #J-18808-Ljbffr
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Personal Finance Advisor
4 weeks ago
Midland, Canada Desjardins Full timeOverviewThe position is full-time on site. As a personal finance advisor, you’ll build lasting relationships with members and clients, understand their needs, and offer guidance aligned with their financial goals. You will work with individual members and businesses, balancing client satisfaction with business objectives and prudent risk...
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On-Site Personal Finance Advisor
4 weeks ago
Midland, Canada Desjardins Full timeA leading financial services cooperative is seeking a Personal Finance Advisor in Midland, Ontario. You will advise clients on their financial needs while building strong relationships. This full-time role offers competitive compensation, a defined benefit pension plan, and a supportive workplace culture. Candidates should have a bachelor's degree and...
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On-Site Personal Finance Advisor
4 weeks ago
Midland, Canada Desjardins Full timeA leading financial services cooperative is seeking a Personal Finance Advisor in Midland, Ontario. You will advise clients on their financial needs while building strong relationships. This full-time role offers competitive compensation, a defined benefit pension plan, and a supportive workplace culture. Candidates should have a bachelor's degree and...
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Midland, Canada Desjardins Group Full timeA financial services cooperative in Ontario is seeking a personal finance advisor to develop and maintain relationships with clients. Responsibilities include providing financial advice, managing client satisfaction and working with a diverse client base. Candidates should have a Bachelor's degree, a mutual fund representative certificate, and at least two...
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Midland, Canada BrokerLink Full timeA Canadian insurance company is seeking an Entry Level Personal Insurance Advisor for its Midland branch. No previous insurance experience is required as full training is provided. The role involves advising clients, selling insurance policies, and maintaining customer relationships. Ideal candidates should have post-secondary education, relevant sales...
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Midland, Canada BrokerLink Full timeA Canadian insurance company is seeking an Entry Level Personal Insurance Advisor for its Midland branch. No previous insurance experience is required as full training is provided. The role involves advising clients, selling insurance policies, and maintaining customer relationships. Ideal candidates should have post-secondary education, relevant sales...
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Business Advisor
2 weeks ago
Midland, Canada Scotiabank Full timeRequisition ID: 225440 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the...
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Entry Level Personal Insurance Advisor
4 weeks ago
Midland, Canada BrokerLink Full timeBeing a part of BrokerLink means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want...
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Entry Level Personal Insurance Advisor
4 weeks ago
Midland, Canada BrokerLink Full timeBeing a part of BrokerLink means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want...
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Automotive Parts Advisor
5 days ago
Midland, Canada Bourgeois Motors Full time**PARTS ADVISOR** The Parts Advisor, with three years of experience, is responsible for supporting the efficient management of the parts inventory, assisting customers (internal and external) with their parts inquiries, and providing excellent customer service. This role involves collaboration with various departments and is designed for an individual...
