Personal Finance Advisor

Desjardins Group; Canada; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial cooperative is seeking a personal finance advisor to develop lasting relationships with clients in Montréal. This role involves advising on financial strategies, managing business relationships, and staying current with industry trends. The ideal candidate should have at least two years of relevant experience and knowledge of French. Competitive salary, flexible vacation, and other benefits are offered. This is a hybrid work position.

Benefits

Competitive salary

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 in financial advisory.
• Knowledge of French is required.
• Understanding of financial services cooperatives.

Responsibilities

• Advise members on financial strategies and solutions.
• Manage member relationships and assess satisfaction.
• Stay up-to-date on market trends in financial services.

Skills

Interpersonal Savvy

Client Relationship Management

Financial Advisory

Education

College diploma in a related field

Job description

remote type The work arrangement for the position is hybrid work

locations Montréal

time type Full time

posted on Posted Yesterday

job requisition id R2510830

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.

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

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.

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.

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.

Drive results, Interpersonal Savvy

#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

2025-08-20

remote type The work arrangement for the position is hybrid work

remote type The work arrangement for the position is hybrid work

remote type The work arrangement for the position is hybrid work

locations Montréal

time type Full time

posted on Posted 2 Days Ago

About us

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.