Client-First Personal Finance Advisor

Desjardins

Saint-Jean-sur-Richelieu

On-site

CAD 65,000 - 90,000

Full time

2 days ago

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Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness (

Telework equipment

Benefits apply based on eligibility

Job summary

Desjardins is seeking a Personal Finance Advisor in Saint-Jean-sur-Richelieu, Canada. You will develop lasting relationships with members and clients, listen to their needs, offer tailored financial advice, and help choose suitable solutions to meet goals.

Your role balances client satisfaction with business objectives and prudent risk management. You will work with partners to design integrated strategies for individuals and businesses, driving results while maintaining trust and service

Qualifications

Bachelor's degree in a related field.
At least 1 year of relevant experience.
Other combinations of qualifications and relevant experience may be considered.
Mutual fund representative certificate - Autorité des marchés financiers.
Knowledge of French is required.

Responsibilities

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.