Y-Axis Jobs Logo
Send us feedback
telephone  +91 7670 800 001
Log in Sign up Try Premium

Finance Officer Jobs in Canada

About 1737 results in (3) seconds Clear Filters

Jobs Search

About 1737 results in (3) seconds
Personal Finance Advisor at Desjardins
Quebec, Quebec, Canada - Full Time
Skills Needed
Interpersonal Savvy, Customer Focus, Action Oriented, Drive Results, Nimble Learning
Specialization
A bachelor's degree in a related field and a minimum of one year of relevant experience are required. Knowledge of French and a mutual fund representative certificate are also necessary.
Finance Business Partner at Aldo Group
Montréal, QC, Canada - Full Time
Skills Needed
Business Acumen, Financial Planning
Specialization
Finance/business administration and/or a professional designation (i.e
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Finance Business Partner at KuehneNagel
Mississauga, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Personal Finance Advisor at Desjardins
Quebec, Quebec, Canada - Full Time
Skills Needed
Interpersonal Savvy, Customer Focus, Action Oriented, Drive Results, Nimble Learning, Debt Management, Financial Services, Compliance, Investment Strategies, Risk Management, Service Standards, Market Trends, Business Relationships, Outreach Activities, Financial Products, Economic Events
Specialization
A bachelor's degree in a related field and a minimum of one year of relevant experience are required. Knowledge of French and a mutual fund representative certificate are also necessary.
Finance Representative I at Heartland Mutual Insurance
Waterloo, ON N2J 1L9, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Subprime Finance Manager at Georgetown Kia
Georgetown, ON L7G 4T3, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Subprime Finance Manager at Insta Auto Solutions
Edmonton, AB T5L 2J7, Canada - Full Time
Skills Needed
Subprime, Management Skills, Automotive Finance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Finance Business Partner at Stevenson White
Ottawa, ON K1S 5N8, Canada - Full Time
Skills Needed
Finance, Financial Support, Analysis Reports, Continuous Improvement, Strategic Relationships, Budgeting, Internal Controls, Business Planning, Regulations
Qualification
Graduate
Personal Finance Advisor at Desjardins
Sainte-Marie, Quebec, Canada - Full Time
Skills Needed
Interpersonal Savvy, Customer Focus, Action Oriented, Drive Results, Nimble Learning, Debt Management, Financial Services Knowledge, Compliance Knowledge, Service Standards, Business Relationship Management, Market Trends Awareness, Outreach Participation, Investment Recommendations, Loan Recommendations, Insurance Product Knowledge, Risk Management
Specialization
A Bachelor's degree in a related field and a minimum of one year of relevant experience are required. Knowledge of French and a mutual fund representative certificate are also necessary.
Personal Finance Advisor at Desjardins
Saint-Apollinaire, Quebec, Canada - Full Time
Skills Needed
Interpersonal Savvy, Customer Focus, Action Oriented, Drive Results, Nimble Learning
Specialization
A college diploma in a related field and a minimum of two years of relevant experience are required. Knowledge of financial products, compliance legislation, and debt management is essential.
Experience Required
Minimum 2 year(s)
Subprime Finance Manager at Insta Auto
Edmonton, AB T5L 2J7, Canada - Full Time
Skills Needed
Subprime, Management Skills, Automotive Finance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Personal Finance Advisor at Desjardins
Berthierville, QC, Canada - Full Time
Skills Needed
Young People, Investments, Loans, Financial Goals, Service Quality
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Personal Finance Advison at Desjardins
Rouyn-Noranda, QC, Canada - Full Time
Skills Needed
Financial Goals, Service Quality, Young People, Loans, Investments
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Responsable des finances at Medavie
Moncton, NB E1C 1E2, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Personal Finance Advisor at Desjardins
Montréal, QC H1B 1N8, Canada - Full Time
Skills Needed
Investments, Loans, Service Quality, Financial Goals
Specialization
Mutual fund representative certificate – autorité des marchés financiers
Qualification
Trade Certificate
Experience Required
Minimum 1 year(s)
Subprime Finance Manager at Canada Auto Remarketing Superstore
Edmonton, AB T5S 1M9, Canada - Full Time
Skills Needed
Finance
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Personal Finance Advisor at Desjardins
Sherbrooke, QC, Canada - Full Time
Skills Needed
Loans, Financial Goals, Investments, Young People, Service Quality
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Personal Finance Advisor at Desjardins
Alfred, ON, Canada - Full Time
Skills Needed
Financial Goals, Loans, Young People, Investments, Service Quality
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Subprime Finance Manager at Prio Auto Sales
Nepean, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Personal Finance Advisor at Desjardins
Thetford Mines, QC G6H 1X6, Canada - Full Time
Skills Needed
Loans, Service Quality, Financial Goals, Credit
Specialization
Mutual fund representative certificate – autorité des marchés financiers
Qualification
Trade Certificate
Experience Required
Minimum 1 year(s)
Personal Finance Advisor at Desjardins
Quebec, Quebec, Canada -
Full Time

Start Date

Immediate

Expiry Date

17 Jan, 26

Salary

0.0

Posted On

19 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Interpersonal Savvy, Customer Focus, Action Oriented, Drive Results, Nimble Learning

Industry

Banking

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 work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. 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 specically, 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 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 Techniques used to assess and monitor individual financing applications Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Curious about this profession? Click here #LI-Hybrid Trade Union (If applicable) 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! Job Family Member/client sales and service (FG) Unposting Date 2025-11-7
Responsibilities
As a personal finance advisor, you will develop and maintain trusting relationships with clients to ensure satisfaction. You will advise clients on financial strategies and help them choose appropriate solutions to meet their financial goals.
Personal Finance Advisor at Desjardins
Quebec, Quebec, Canada - Full Time
Skills Needed
Interpersonal Savvy, Customer Focus, Action Oriented, Drive Results, Nimble Learning
Specialization
A bachelor's degree in a related field and a minimum of one year of relevant experience are required. Knowledge of French and a mutual fund representative certificate are also necessary.
Finance Business Partner at Aldo Group
Montréal, QC, Canada - Full Time
Skills Needed
Business Acumen, Financial Planning
Specialization
Finance/business administration and/or a professional designation (i.e
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Finance Business Partner at KuehneNagel
Mississauga, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Personal Finance Advisor at Desjardins
Quebec, Quebec, Canada - Full Time
Skills Needed
Interpersonal Savvy, Customer Focus, Action Oriented, Drive Results, Nimble Learning, Debt Management, Financial Services, Compliance, Investment Strategies, Risk Management, Service Standards, Market Trends, Business Relationships, Outreach Activities, Financial Products, Economic Events
Specialization
A bachelor's degree in a related field and a minimum of one year of relevant experience are required. Knowledge of French and a mutual fund representative certificate are also necessary.
Finance Representative I at Heartland Mutual Insurance
Waterloo, ON N2J 1L9, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Subprime Finance Manager at Georgetown Kia
Georgetown, ON L7G 4T3, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Subprime Finance Manager at Insta Auto Solutions
Edmonton, AB T5L 2J7, Canada - Full Time
Skills Needed
Subprime, Management Skills, Automotive Finance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Finance Business Partner at Stevenson White
Ottawa, ON K1S 5N8, Canada - Full Time
Skills Needed
Finance, Financial Support, Analysis Reports, Continuous Improvement, Strategic Relationships, Budgeting, Internal Controls, Business Planning, Regulations
Qualification
Graduate
Personal Finance Advisor at Desjardins
Sainte-Marie, Quebec, Canada - Full Time
Skills Needed
Interpersonal Savvy, Customer Focus, Action Oriented, Drive Results, Nimble Learning, Debt Management, Financial Services Knowledge, Compliance Knowledge, Service Standards, Business Relationship Management, Market Trends Awareness, Outreach Participation, Investment Recommendations, Loan Recommendations, Insurance Product Knowledge, Risk Management
Specialization
A Bachelor's degree in a related field and a minimum of one year of relevant experience are required. Knowledge of French and a mutual fund representative certificate are also necessary.
Personal Finance Advisor at Desjardins
Saint-Apollinaire, Quebec, Canada - Full Time
Skills Needed
Interpersonal Savvy, Customer Focus, Action Oriented, Drive Results, Nimble Learning
Specialization
A college diploma in a related field and a minimum of two years of relevant experience are required. Knowledge of financial products, compliance legislation, and debt management is essential.
Experience Required
Minimum 2 year(s)
Subprime Finance Manager at Insta Auto
Edmonton, AB T5L 2J7, Canada - Full Time
Skills Needed
Subprime, Management Skills, Automotive Finance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Personal Finance Advisor at Desjardins
Berthierville, QC, Canada - Full Time
Skills Needed
Young People, Investments, Loans, Financial Goals, Service Quality
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Personal Finance Advison at Desjardins
Rouyn-Noranda, QC, Canada - Full Time
Skills Needed
Financial Goals, Service Quality, Young People, Loans, Investments
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Responsable des finances at Medavie
Moncton, NB E1C 1E2, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Personal Finance Advisor at Desjardins
Montréal, QC H1B 1N8, Canada - Full Time
Skills Needed
Investments, Loans, Service Quality, Financial Goals
Specialization
Mutual fund representative certificate – autorité des marchés financiers
Qualification
Trade Certificate
Experience Required
Minimum 1 year(s)
Subprime Finance Manager at Canada Auto Remarketing Superstore
Edmonton, AB T5S 1M9, Canada - Full Time
Skills Needed
Finance
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Personal Finance Advisor at Desjardins
Sherbrooke, QC, Canada - Full Time
Skills Needed
Loans, Financial Goals, Investments, Young People, Service Quality
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Personal Finance Advisor at Desjardins
Alfred, ON, Canada - Full Time
Skills Needed
Financial Goals, Loans, Young People, Investments, Service Quality
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Subprime Finance Manager at Prio Auto Sales
Nepean, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Personal Finance Advisor at Desjardins
Thetford Mines, QC G6H 1X6, Canada - Full Time
Skills Needed
Loans, Service Quality, Financial Goals, Credit
Specialization
Mutual fund representative certificate – autorité des marchés financiers
Qualification
Trade Certificate
Experience Required
Minimum 1 year(s)