Personal Finance Advisor

Desjardins Group; Calixa-Lavallée; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A financial services cooperative in Canada is seeking a Personal Finance Advisor to develop and maintain lasting relationships with clients. The role involves advising on financial strategies, ensuring client satisfaction, and participating in community outreach. Ideal candidates should have a college diploma, a minimum of two years of experience, and knowledge of French. The position offers a competitive salary, annual bonus, a pension plan, and flexible vacation.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

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.
• Knowledge of current financial, economic, political and legislative events.

Responsibilities

• Advise members and clients on best strategies.
• Manage business relationships and assess satisfaction.
• Stay up-to-date on financial services industry trends.
• Participate in outreach activities in the community.

Skills

Interpersonal Savvy

Customer Focus

Action oriented

Nimble learning

Drive results

Education

College diploma in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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.

#LI-Hybrid

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
• Knowledge of current financial, economic, political and legislative events.
• Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors.
• Knowledge of the integration of financial data into computer systems.
• Knowledge of debt management.
• Knowledge of compliance with legislation respecting the distribution of financial products and services.
• Understanding of the philosophy and fundamentals of financial services cooperatives.
• Knowledge of policies, legislation and standards related to products and services offered by the caisse.
• Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes.
• Knowledge of service standards.
• Knowledge of the techniques used to assess and monitor individual financing applications.

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

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

2026-01-1