Personal Finance Advisor

Caisse Desjardins du Centre de Lotbinière; Chaudière-Appalaches; Hybrid; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse.

Telework equipment provided

Job summary

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial advice. You will promote investments, loans and insurance while collaborating with partners to design integrated strategies that meet client goals.

The role emphasizes client satisfaction, responsible risk management and ongoing market awareness. Travel across caisse locations may be required, with hybrid work options and a competitive

Qualifications

• Bachelor's degree in a related field.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Willingness to travel across all caisse service locations.

Responsibilities

• Advise members and clients on best strategies and expected results.
• Manage relationships, assess satisfaction and service quality, follow up for improvements.
• Stay up-to-date on financial services industry, market trends and best practices.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal savvy

Customer focus

Drive results

Nimble learning

Education

Bachelor's degree in related field

Mutual fund certificate (AMF)

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 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.
• #LI-Hybrid

What you bring to the table

• Bachelor's degree in a related field
• A minimum of one year 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 travel across all of the caisse's service locations, based on organizational needs
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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)

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.