Personal Finance Advisor

Desjardins Group; Sainte-Adèle; Hybrid; CAD 50,000 - 75,000; Full time

Job summary

An established industry player is seeking a personal finance advisor to foster lasting relationships with clients and members. This role involves providing tailored financial advice, managing business relationships, and ensuring client satisfaction. You will engage with various partners to create integrated financial strategies that meet diverse needs. With a competitive salary, flexible vacation, and a defined benefit pension plan, this position offers a rewarding career path in a supportive environment. If you are passionate about finance and dedicated to client success, this opportunity awaits you.

Benefits

Competitive Salary

Annual Bonus

Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Health and Wellness Expense Reimbursement

Telework Equipment Reimbursement

Qualifications

• Minimum of one year of relevant experience in financial advisory.
• Mutual fund representative certificate required.

Responsibilities

• Advise members on financial strategies and manage client relationships.
• Stay updated on market trends and represent the caisse in the community.

Skills

Interpersonal Skills

Financial Advisory

Debt Management

Client Relationship Management

Knowledge of Financial Products

Education

Bachelor's Degree 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 mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. 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

• Bachelor's degree in a related field

• A minimum of one year 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 current financial, economic, political and legislative events

• All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors

• Debt management

• Notions of compliance with legislation respecting the distribution of financial products and services

• Understanding of the philosophy and fundamentals of financial services cooperatives

• Policies, legislation and standards related to products and services offered by the caisse

• Desjardins business processes

• Service standards

• Techniques used to assess and monitor individual financing applications

• Available to work Monday to Friday, including one evening until 8 p.m.

Drive results, Interpersonal Savvy

#LI-Hybrid

Trade Union (If applicable)

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

2025-05-21