Personal Finance Advisor

Desjardins Group; Montreal; Hybrid; CAD 50,000 - 80,000; Full time

Job summary

A leading company in the financial services sector is seeking a Personal Finance Advisor. You'll develop lasting relationships with clients, providing tailored advice and solutions to meet their financial needs. This hybrid position offers competitive salary, flexible vacation, and comprehensive benefits aimed at supporting the workforce's well-being.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Understanding of financial products and services.

Responsibilities

• Advise members and clients on strategies to meet financial goals.
• Manage business relationships and assess client satisfaction.
• Stay updated on industry trends and best practices.

Skills

Interpersonal skills

Debt management

Financial knowledge

Education

Bachelor's degree in a related field

Job description

remote type The work arrangement for the position is hybrid work

locations Montréal, Caisse Desjardins du Centre-est de Montréal, Caisse Desjardins de Rosemont-La Petite-Patrie, Caisse Desjardins du Complexe Desjardins, Caisse Desjardins de Bordeaux-Cartierville-Saint-Laurent

time type Full time

posted on Posted 5 Days Ago

job requisition id R2507714

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
• Knowledge of French is required
• Knowledge of current financial, economic, political and legislative events
• All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
• Debt management
• Notions of compliance with legislation respecting the distribution of financial products and services
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Policies, legislation and standards related to products and services offered by the caisse
• Service standards
• Techniques used to assess and monitor individual financing applications

#LI-Hybrid

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!

remote type The work arrangement for the position is hybrid work

locations Montréal

time type Full time

posted on Posted 5 Days Ago

About us

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.