Affluent Personal Finance Advisor for High-Value Clients

Desjardins; Quebec; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse.

Telework equipment reimbursement

Job summary

Desjardins is seeking a Personal Finance Advisor in Quebec to develop lasting client relationships, assess needs, and offer tailored financial advice. You will help clients choose appropriate solutions to meet their goals, including loans and insurance, while balancing risk and profitability. Fluency in French is required.

The role emphasizes relationship management, ongoing client satisfaction, and collaboration with partners to design integrated financial strategies for members and businesses.

Qualifications

• Bachelor's degree in a related field required.
• Minimum of one year of relevant experience.
• Other combinations of qualifications and experience may be considered.
• Mutual fund representative certificate required by AMF.

Responsibilities

• Advise members and clients on the best strategies and help identify expected results.
• Manage business relationships and assess satisfaction and service quality.
• Stay up-to-date on financial services industry and market trends.
• Participate in outreach activities and represent Desjardins in the community.

Skills

Interpersonal savvy

Action oriented

Customer focus

Drive results

Nimble learning

Differences

French language

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is seeking a Personal Finance Advisor in Quebec to develop lasting client relationships, assess needs, and offer tailored financial advice. You will help clients choose appropriate solutions to meet their goals, including loans and insurance, while balancing risk and profitability. Fluency in French is required.

The role emphasizes relationship management, ongoing client satisfaction, and collaboration with partners to design integrated financial strategies for members and businesses.