Personal Finance Advisor

Desjardins; Montreal; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

CAISSE DU CENTRE-EST DE MONTRÉAL is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listen to needs, and tailor advice across investments, loans and insurance to meet financial goals.

You will work with a diverse client base, stay current with market trends, participate in outreach, and collaborate with caisse experts to balance service quality with profitability and prudent risk management.

Qualifications

• College diploma in a related field is required.
• Mutual fund representative certificate – Autorité des marchés financiers is required.
• Two years of relevant experience minimum.
• French language proficiency is required.

Responsibilities

• Advise members and clients on the best strategies and expected results.
• Manage relationships, assess satisfaction and service quality, follow up and identify improvements.
• Stay up-to-date on financial services industry, market trends and best practices.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal Savvy

Client Focus

Drive results

Nimble learning

Education

College diploma 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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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.

• 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

• College diploma in a related field
• A minimum of two years 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 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)

CAISSE DU CENTRE-EST DE MONTRÉAL (30261 / Conv_Col_00085) (2016-04-07 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-19