Financial Wellness Advisor | Remote & Flexible Benefits

Desjardins; La Sarre; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Health & wellness reimbursement

Telework equipment

Benefits based on eligibility

Job summary

Desjardins is seeking a Personal Finance Advisor in Canada to build lasting client relationships, understand needs, and guide members toward suitable investments, loans, and insurance products. You will work with a client base spanning youth and individual members, balancing satisfaction with profitability and prudent risk management.

The role emphasizes advisory expertise, collaboration with partners, and ongoing market awareness to design integrated strategies for members and clients.

Qualifications

• College diploma in a related field.
• Minimum two years of relevant experience.
• 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.

Skills

Interpersonal Savvy

Customer Focus

Drive Results

Action Oriented

Nimble Learning

Education

College diploma in a related field

Mutual fund representative certificate

2+ years of relevant experience

Job description

Desjardins is seeking a Personal Finance Advisor in Canada to build lasting client relationships, understand needs, and guide members toward suitable investments, loans, and insurance products. You will work with a client base spanning youth and individual members, balancing satisfaction with profitability and prudent risk management.

The role emphasizes advisory expertise, collaboration with partners, and ongoing market awareness to design integrated strategies for members and clients.