Personal Finance Advisor

Desjardins Group; Montreal; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking organization as a Personal Finance Advisor, where you'll build lasting relationships with clients and help them achieve their financial goals. In this full-time on-site role, you'll leverage your expertise to recommend investments, loans, and insurance products while ensuring client satisfaction and business objectives are met. With a focus on interpersonal skills and community engagement, you'll thrive in a dynamic environment that values diversity and inclusion. Enjoy competitive compensation, flexible vacation, and a defined benefit pension plan, making this an exciting opportunity for those passionate about finance and client service.

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 1 year of relevant experience in personal finance.
• Knowledge of financial products and services for clients.

Responsibilities

• Advise clients on financial strategies and expected results.
• Manage business relationships and assess client satisfaction.

Skills

Customer Focus

Interpersonal Savvy

Action Oriented

Drive Results

Nimble Learning

Debt Management

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

The work mode arrangement for the position is full-time on site.

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.

Responsibilities:

• 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.
• Understanding of products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components, and distribution networks, as well as those offered by competitors.
• Debt management skills.
• Techniques used to assess and monitor individual financing applications.
• Available to work one evening a week until 7 p.m.

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.

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: 2025-02-21