Client-Focused Personal Finance Advisor

Desjardins; Rivière-Rouge; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Job summary

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listen to their needs, and propose suitable financial solutions to help achieve their goals.

You will advise on investments, loans and insurance, serve as a financing expert for the caisse, and collaborate with partners to design integrated strategies that balance client satisfaction with profitability and prudent risk management.

Qualifications

• Two years of relevant experience required.
• College diploma in a related field.
• 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.

Job description

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listen to their needs, and propose suitable financial solutions to help achieve their goals.

You will advise on investments, loans and insurance, serve as a financing expert for the caisse, and collaborate with partners to design integrated strategies that balance client satisfaction with profitability and prudent risk management.