Client-Focused Personal Finance Advisor

Desjardins; Sainte-Catherine-de-la-Jacques-Cartier; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins in Quebec is seeking a Personal Finance Advisor to develop and maintain trusted relationships with members and clients. You will listen to needs, offer tailored advice, and help select investments, loans and insurance to meet financial goals.

The role requires interpersonal savvy and a client-focused approach, with collaboration across Desjardins services and partners to design integrated strategies. Fluency in French is required.

Qualifications

• Bachelor's degree in a related field.
• Knowledge of French and current financial, economic and legislative events.
• Understanding of financial products and Desjardins services.

Responsibilities

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

Skills

Interpersonal savvy

Drive results

Customer focus

Action oriented

Nimble learning

Education

Bachelor's degree in related field

Job description

Desjardins in Quebec is seeking a Personal Finance Advisor to develop and maintain trusted relationships with members and clients. You will listen to needs, offer tailored advice, and help select investments, loans and insurance to meet financial goals.

The role requires interpersonal savvy and a client-focused approach, with collaboration across Desjardins services and partners to design integrated strategies. Fluency in French is required.