Personal Finance Advisor

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

Job summary

A leading financial institution is seeking a Personal Finance Advisor in Laval. This role involves developing trusting relationships with clients and providing tailored financial advice. Candidates should have a Bachelor's degree, relevant experience, and proficiency in French. Join us to make a meaningful impact in clients' financial well-being. Competitive salary and benefits offered, including flexible vacation choices.

Benefits

Competitive salary and annual bonus

Four weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Minimum of one year of relevant experience, other qualifications may be considered.
• Knowledge of legislation related to financial services distribution.
• Understanding of financial cooperatives' philosophy.

Responsibilities

• Advise members and clients on optimal strategies and expected outcomes.
• Manage relationships and assess satisfaction to ensure service quality.
• Stay informed about industry trends and market developments.

Skills

Interpersonal skills

Debt management skills

Knowledge of financial products/services

Proficiency in French

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

Remote Type: The work arrangement for this position is hybrid.

Location: Laval

Time Type: Full time

Posted On: Posted Yesterday

Job Requisition ID: R2510551

About the Role

As a Personal Finance Advisor, you are responsible for developing and maintaining lasting, trusting relationships with members and clients to ensure satisfaction. Your role involves listening to their needs, providing tailored financial advice, and helping them select appropriate solutions to meet their financial goals. You will work closely with a client base mainly comprising individual members and businesses, requiring strong interpersonal skills. Your duties include recommending investments, loans, and insurance products, balancing client satisfaction with business objectives, profitability, and prudent risk management. You will collaborate with various partners to design strategies that meet client needs.

Key Responsibilities

• Advise members and clients on optimal strategies and expected outcomes.
• Manage relationships, assess satisfaction, ensure service quality, and identify improvement areas.
• Stay informed about industry trends, market developments, and best practices.
• Participate in outreach activities and represent the organization in the community.

What We Offer

• Competitive salary and annual bonus
• Four weeks of flexible vacation starting from the first year
• Defined benefit pension plan providing predictable income in retirement
• Group insurance, including telemedicine
• Reimbursement for health and wellness expenses and telework equipment

*Benefits are subject to eligibility criteria.

Qualifications

• Bachelor's degree in a related field
• Minimum of one year of relevant experience (other qualifications may be considered)
• Mutual fund representative certificate – Autorité des marchés financiers
• Proficiency in French
• Knowledge of financial, economic, political, and legislative events
• Understanding of financial products/services offered by Desjardins and competitors
• Debt management skills
• Knowledge of legislation related to financial services distribution
• Understanding of financial cooperatives' philosophy
• Familiarity with policies, legislation, standards, and Desjardins’ processes
• Service standards and techniques for assessing financing applications

#LI-Hybrid

Additional Information

Desjardins values equity, diversity, and inclusion. We are committed to a discrimination-free workplace and encourage applicants from all backgrounds. We provide accommodations throughout the recruitment process upon request.

Job Family: Member/client sales and service (FG)

Unposting Date: 2025-09-04

About Us

Desjardins Group is North America's largest cooperative financial group, serving over 52,000 employees. Recognized as one of Canada's top employers, we offer a broad range of financial services and products, emphasizing a people-first approach.