Personal Finance Advisor

Desjardins Group; Mont-Saint-Hilaire; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Personal Finance Advisor to foster lasting relationships with clients and members. In this dynamic role, you will provide tailored financial advice, assess client needs, and recommend suitable investment and insurance products. Your interpersonal skills will be crucial as you drive member satisfaction while achieving business objectives. This position offers a competitive salary, flexible vacation, and a comprehensive benefits package, including a defined benefit pension plan. Join a forward-thinking organization committed to diversity and inclusion, and make a significant impact in the financial services industry.

Benefits

Competitive Salary

Annual Bonus

4 Weeks Flexible Vacation

Defined Benefit Pension Plan

Group Insurance including Telemedicine

Reimbursement of Health and Wellness Expenses

Telework Equipment

Qualifications

• Minimum of one year of relevant experience in financial advisory.
• Knowledge of current financial, economic, political, and legislative events.

Responsibilities

• Advise members and clients on financial strategies and solutions.
• Manage business relationships and assess member/client satisfaction.
• Stay updated on market trends and best practices in financial services.

Skills

Interpersonal Savvy

Debt Management

Financial Advisory

Knowledge of Financial Products

Education

Bachelor's Degree in a Related Field

Mutual Fund Representative Certificate

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.

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

• Knowledge of current financial, economic, political and legislative events

• Debt management

• Notions of compliance with legislation respecting the distribution of financial products and services

• Techniques used to assess and monitor individual financing applications

Drive results, Interpersonal Savvy

#LI-Hybrid

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

2025-06-6