Hybrid Personal Finance Advisor for Affluent Clients

Relevance; Rimouski; Híbrido; CAD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance (telemedicine)

Health and wellness expense reimburse.

Telework equipment

Descripción de la vacante

Desjardins is seeking a Personal Finance Advisor to build lasting member relationships and tailor financial solutions for clients in Quebec. You will listen to needs, advise on loans, investments, and insurance, and coordinate with partners to design integrated strategies.

A strong focus on service quality and risk-aware recommendations is essential. The role emphasizes community outreach, ongoing market awareness, and collaboration with a cross-functional team in a hybrid work setting.

Formación

• Bachelor's degree in a related field.
• Minimum one year of relevant experience.
• Mutual fund representative certificate – AMF.
• Knowledge of French required.

Responsabilidades

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

Conocimientos

Interpersonal savvy

Customer focus

Drive results

Nimble learning

Educación

Bachelor's degree

AMF mutual fund cert

Descripción del empleo

Desjardins is seeking a Personal Finance Advisor to build lasting member relationships and tailor financial solutions for clients in Quebec. You will listen to needs, advise on loans, investments, and insurance, and coordinate with partners to design integrated strategies.

A strong focus on service quality and risk-aware recommendations is essential. The role emphasizes community outreach, ongoing market awareness, and collaboration with a cross-functional team in a hybrid work setting.