Personal Finance Advisor

Desjardins Group; Saint-Hyacinthe; Hybrid; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Personal Finance Advisor to build lasting relationships with clients and guide them in achieving their financial goals. This role requires a keen understanding of financial products and trends, with a strong emphasis on interpersonal skills. You will be responsible for advising clients, managing relationships, and ensuring high service quality. This dynamic position offers a competitive salary, flexible vacation, and a defined benefit pension plan, making it an exciting opportunity for those passionate about finance and client service.

Benefits

Competitive Salary

Annual Bonus

Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Reimbursement of Health and Wellness Expenses

Telework Equipment

Qualifications

• Minimum of two years of relevant experience in financial services.
• Mutual fund representative certificate required.

Responsibilities

• Advise clients on financial strategies and solutions.
• Manage client relationships and assess satisfaction.

Skills

Interpersonal Skills

Financial Advisory

Client Relationship Management

Investment Knowledge

Education

College Diploma in a Related Field

Job description

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:

• 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.

What we offer*

• Competitive salary and annual bonus

• 4 weeks of flexible vacation starting in the first year

• Defined benefit pension plan that provides predictable, stable income throughout retirement

• Group insurance including telemedicine

• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

• College diploma in a related field

• A minimum of two years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Mutual fund representative certificate – Autorité des marchés financiers

• Knowledge of French is required

• Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes.

• Knowledge of the techniques used to assess and monitor individual financing applications.

Drive results, Interpersonal Savvy

#LI-Hybrid

Trade Union (If applicable)

CAISSE RÉGION DE SAINT-HYACINTHE (90044 / Conv_Col_00135) (2015-12-02 - )

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-05-30