Personal Finance Advisor

Desjardins; La Sarre; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Personal Finance Advisor to foster strong relationships with clients and help them achieve their financial goals. In this dynamic role, you'll leverage your expertise to provide tailored financial advice, recommend suitable products, and ensure client satisfaction. The position offers a competitive salary, flexible vacation, and a defined benefit pension plan, making it an attractive opportunity for those passionate about finance and client service. Join this forward-thinking organization and make a meaningful impact in the lives of clients while advancing your career in a supportive environment.

Benefits

Competitive Salary

Annual Bonus

Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Health and Wellness Reimbursement

Telework Equipment Reimbursement

Qualifications

• 1+ years of relevant experience in financial services.
• Strong understanding of market trends and financial products.

Responsibilities

• Advise clients on financial strategies and solutions.
• Manage client relationships and assess satisfaction.

Skills

Interpersonal Skills

Financial Advisory

Client Relationship Management

Education

Bachelor's Degree in Finance or Related Field

Mutual Fund Representative Certificate

Job description

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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:

1. Advise members and clients on the best strategies and work with them to identify expected results
2. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
3. Stay up-to-date on the financial services industry, market trends and best practices in your field
4. 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

• 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

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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

2025-06-15

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Banking