Client-Focused Personal Finance Advisor (Hybrid)

Relevance; La Tuque; Hybrid; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking a Personal Finance Advisor to build lasting client relationships, listen to needs, and offer tailored financial advice. You will drive results by recommending investments, loans and insurance, serving as a trusted advisor for members and clients.

The role emphasizes community outreach and collaboration with partners to design integrated strategies that meet client needs. You will work in a hybrid setup, with a focus on member satisfaction, risk management, and achieving

Qualifications

• College diploma in a related field.
• A minimum of two years 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 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.

Skills

Interpersonal Savvy

Drive results

Education

College diploma in a related field

Mutual fund representative certificate - Autorité des marchés financiers

Job description

Desjardins is seeking a Personal Finance Advisor to build lasting client relationships, listen to needs, and offer tailored financial advice. You will drive results by recommending investments, loans and insurance, serving as a trusted advisor for members and clients.

The role emphasizes community outreach and collaboration with partners to design integrated strategies that meet client needs. You will work in a hybrid setup, with a focus on member satisfaction, risk management, and achieving