Personal Finance Advisor

Desjardins Group; Alfred and Plantagenet; On-site; CAD 65,000 - 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

Health & wellness expense reimburse

Job summary

Desjardins Group is seeking a Personal Finance Advisor at the Alfred Branch. This on-site, full-time role focuses on building trusted relationships, listening to client needs, and recommending investments, loans, and insurance to meet financial goals.

You will work with individuals and businesses, requiring strong bilingual communication in French and English and a client-centric, results-driven mindset. Desjardins emphasizes equity and inclusion.

Qualifications

• Bachelor’s degree in a related field.
• A minimum of two years of relevant experience.

Responsibilities

• Advise members and clients on best financial strategies.
• Manage relationships and ensure client satisfaction and service quality.
• Stay current on financial services trends and best practices.
• Participate in outreach and represent the caisse in the community.

Skills

Bilingual English/French communication

Customer focus

Interpersonal savvy

Drive results

Education

Bachelor’s degree

Job description

The work mode arrangement for the position is full-time on site. As a personal finance advisor at the Alfred Branch, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients.

Key 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

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria. #LI-Onsite #ON07

What you bring to the table

• Bachelor’s degree in a related field
• A minimum of two years of relevant experience
• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english speaking partners, members and/or clients
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Equity, Diversity, Inclusion and Accessibility

Please note that other combinations of qualifications and relevant experience may be considered

Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion.

We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind.

We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know.

We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Unposting Date 2026-08-25

Desjardins Group is the largest cooperative financial group in North America. We’re the choice for over 52,000 employees and we’re named one of Canada’s top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.