Impactful Personal Finance Advisor

Desjardins; Chambly; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins in Canada seeks a Personal Finance Advisor to develop and maintain lasting relationships with members and clients. You’ll listen to needs, offer tailored advice, and help choose suitable solutions to meet financial goals, including investments, loans and insurance.

You’ll collaborate with partners to design integrated strategies for members and businesses. The role emphasizes service quality, staying up-to-date with industry trends, and engaging in community outreach as part of the

Qualifications

• Bachelor’s degree in a related field.
• A minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Knowledge of assessment and monitoring techniques for personal financing applications.
• Knowledge of operational procedures related to financing and investment activities.

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

Nimble learning

Education

Bachelor’s degree in related field

Mutual fund representative certificate

Job description

Desjardins in Canada seeks a Personal Finance Advisor to develop and maintain lasting relationships with members and clients. You’ll listen to needs, offer tailored advice, and help choose suitable solutions to meet financial goals, including investments, loans and insurance.

You’ll collaborate with partners to design integrated strategies for members and businesses. The role emphasizes service quality, staying up-to-date with industry trends, and engaging in community outreach as part of the