Onsite Client-Focused Personal Finance Advisor

Desjardins; 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

Telework equipment

Accessibility accommodations

Job summary

Desjardins in Saguenay–Lac-Saint-Jean is seeking a Personal Finance Advisor to build lasting relationships with members and clients. You will listen to needs, propose suitable solutions, and guide investments, loans and insurance while balancing profitability and prudent risk management.

On-site role with opportunities to drive community outreach, work with partners, and contribute to a client base of individuals and businesses.

Qualifications

• Bachelor's degree in a related field is required.
• Minimum of one year of relevant experience; other combinations may be considered.
• Mutual fund certificate – Autorité des marchés financiers is required.
• Knowledge of French is required.

Responsibilities

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

Skills

Interpersonal savvy

Action oriented

Customer focus

Drive results

Nimble learning

Education

Bachelor's degree in a related field

Tools

Mutual fund certificate – Autorité des marchés financiers

Job description

Desjardins in Saguenay–Lac-Saint-Jean is seeking a Personal Finance Advisor to build lasting relationships with members and clients. You will listen to needs, propose suitable solutions, and guide investments, loans and insurance while balancing profitability and prudent risk management.

On-site role with opportunities to drive community outreach, work with partners, and contribute to a client base of individuals and businesses.