On-Site Personal Finance Advisor Build Client Wealth

Relevance; Saguenay; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Health and wellness expense reimburse

Telework equipment

Job summary

Desjardins in Saguenay–Lac-Saint-Jean invites a Personal Finance Advisor to build lasting relationships with members and clients. You will assess needs, advise on strategies, and balance satisfaction with profitability and prudent risk management.

You’ll work with partners to design integrated financial solutions and drive results. The role requires a strong client focus, French language proficiency, and a degree with relevant experience; opportunities include a defined benefit pension and

Qualifications

• Bachelor's degree in a related field is required.
• Minimum of one year of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• Mutual fund representative certificate – Autorité des marchés financiers is preferred.
• 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

Relationship management

Financial advice

Sales

Interpersonal Savvy

Customer service

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins in Saguenay–Lac-Saint-Jean invites a Personal Finance Advisor to build lasting relationships with members and clients. You will assess needs, advise on strategies, and balance satisfaction with profitability and prudent risk management.

You’ll work with partners to design integrated financial solutions and drive results. The role requires a strong client focus, French language proficiency, and a degree with relevant experience; opportunities include a defined benefit pension and