Personal Finance Advisor

Desjardins Group; Blainville; On-site; CAD 55,000 - 85,000; Full time

Job summary

A leading Canadian financial services cooperative seeks a Personal Finance Advisor to enhance client relationships and offer strategic financial advice. The role demands interpersonal skills and knowledge of financial services, with competitive compensation and flexible benefits including a defined benefit pension plan and group insurance.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Available for frequent travel at the request of members and clients.

Responsibilities

• Advise members and clients on best financial strategies.
• Manage business relationships and assess client satisfaction.
• Stay up-to-date on market trends and best practices.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Drive Results

Nimble Learning

Education

College diploma in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

The work mode arrangement for the position is full-time on site for the first year, then hybrid.

As a personal finance advisor, 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. More specifically, you will be required to :

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.

What you bring to the table

College diploma in a related field

A minimum of two years of relevant experience

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

Knowledge of French is required

Available for frequent travel at the request of members and clients

Available to work one evening a week until 8 p.m.

The work mode arrangement for the position is full-time on site for the first year, then hybrid.

As a personal finance advisor, 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. More specifically, you will be required to :

• 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.

What you bring to the table

• College diploma in a related field

• A minimum of two years of relevant experience

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

• Mutual fund representative certificate – Autorité des marchés financiers

• Knowledge of French is required

• Available for frequent travel at the request of members and clients

• Available to work one evening a week until 8 p.m.

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#LI-Onsite

#LI-Hybrid

Trade Union (If applicable)

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-06-19

About the company

The Desjardins Group is a Canadian financial services cooperative and the largest federation of credit unions in North America.

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