Personal Finance Advisor

Relevance; Maria; Hybrid; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance including telemedicine

Health and wellness expense reimburse.

Job summary

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial guidance. You will balance client satisfaction with profitability, advising on investments, loans and insurance while maintaining prudent risk management.

The role emphasizes community representation, outreach, and ongoing learning to stay current with market trends and best practices.

Qualifications

• Must have a degree in a related field and respective license/certification.
• Demonstrated ability to advise on investments, loans, and insurance.
• Good knowledge of the financial services industry and compliance standards.

Responsibilities

• Advise members/clients on best strategies and anticipated results.
• Manage relationships and assess satisfaction to identify improvements.
• Stay up-to-date on market trends and industry best practices.
• Represent the caisse in community outreach and events.

Skills

Interpersonal Savvy

Customer Focus

Drive Results

Nimble Learning

Action Oriented

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

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

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)

Job Family

Member/client sales and service (FG)