Client-Centric Personal Finance Advisor: Growth & Planning

Desjardins; Donnacona; Hybrid; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation

Defined benefit pension

Group insurance

Telework equipment

Job summary

Desjardins in Quebec seeks a personal finance advisor to build lasting relationships with members and clients. You will listen to needs, provide tailored advice on investments, loans and insurance, and help choose solutions aligned with financial goals.

You’ll work with individuals and businesses, collaborate with partners, stay current on market trends, and contribute to community outreach. The role emphasizes service quality, risk awareness and a client-centric approach within a cooperative

Qualifications

• Bachelor’s degree in a related field.
• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.
• Desjardins products, services, and networks knowledge.

Responsibilities

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

Skills

Customer focus

Interpersonal savvy

Drive results

Nimble learning

Action oriented

Education

Bachelor’s degree

Job description

Desjardins in Quebec seeks a personal finance advisor to build lasting relationships with members and clients. You will listen to needs, provide tailored advice on investments, loans and insurance, and help choose solutions aligned with financial goals.

You’ll work with individuals and businesses, collaborate with partners, stay current on market trends, and contribute to community outreach. The role emphasizes service quality, risk awareness and a client-centric approach within a cooperative