Personal Finance Advisor

Caisse Desjardins du Coeur des Hautes-Laurentides; Canada; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

4 weeks of flexible vacation in year 1

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment

Job summary

Desjardins is seeking a Personal Finance Advisor to develop and maintain trusted relationships with members and clients, listening to needs, and offering tailored financial advice. You will drive results by recommending investments, loans, and insurance products while balancing client satisfaction with profitability and prudent risk management.

You will work with partners and experts to design integrated strategies that meet members' needs.

Qualifications

• College diploma or equivalent in a related field.
• At least three years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers (AMF).
• Knowledge of French is required.

Responsibilities

• Advise members and clients on best strategies and expected results.
• Manage relationships, assess satisfaction and service quality, follow up and identify improvements.
• Stay up-to-date on financial services, market trends, and best practices.

Skills

Interpersonal skills

Education

College diploma

Mutual fund certificate – AMF

Job description

The work mode arrangement for the position is full-time on site. 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.

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.

What you bring to the table

• College diploma in a related field
• A minimum of three years of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required

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

Drive results, Interpersonal Savvy

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)

CAISSE DU COEUR DES HAUTES-LAURENTIDES (30117 / Conv_Col_00077) (2019-11-06 - )

Job Family Member/client sales and service (FG)

Unposting Date 2027-02-6

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.

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