Hybrid Personal Finance Advisor for Assigned Clients

Desjardins; Canada; 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

Job summary

Desjardins is seeking a Personal Finance Advisor to help members and clients set financial goals, provide tailored advice, and support loans and insurance needs across channels. The role emphasizes listening, trust-building, and responsible risk management.

You will collaborate with colleagues to design integrated strategies, stay current with market trends, and participate in community outreach to grow trust and satisfaction among members.

Qualifications

• College diploma in a related field is required.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Two years of relevant experience minimum.

Responsibilities

• Help members set goals and advise on the best strategies.
• Manage business relationships and assess satisfaction; follow up for improvements.
• Stay up-to-date on industry trends and best practices; participate in outreach.
• Be present in the community and provide advice across channels including new technologies.

Skills

Interpersonal savvy

Customer focus

Drive results

Nimble learning

Education

College diploma in a related field

Mutual fund representative certificate

Job description

Desjardins is seeking a Personal Finance Advisor to help members and clients set financial goals, provide tailored advice, and support loans and insurance needs across channels. The role emphasizes listening, trust-building, and responsible risk management.

You will collaborate with colleagues to design integrated strategies, stay current with market trends, and participate in community outreach to grow trust and satisfaction among members.