Personal Finance Advisor

Desjardins Technology Group; Montreal; Híbrido; CAD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Telework equipment

Resumo da oferta

Desjardins Technology Group is seeking a Personal Finance Advisor to develop lasting relationships with members and clients, listen to needs, and offer tailored advice to meet financial goals. You will work with individuals and businesses, balancing satisfaction with profitability and risk management.

Responsibilities include advising on investments, loans, and insurance, and collaborating with partners to design integrated strategies.

Qualificações

• Bachelor's degree in a related field.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Bilingual English/French capabilities are required.
• Available to work one evening per week until 8:00 p.m. and on Saturdays on a rotating basis.

Responsabilidades

• Advise members and clients on best strategies and outcomes.
• Manage relationships, assess satisfaction, follow up and improve service quality.
• Stay up-to-date on financial services trends and best practices.

Conhecimentos

Interpersonal savvy

Customer focus

Communication

French language

English proficiency

Evening/weekend availability

Formação académica

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Descrição da oferta de emprego

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
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Available to work one evening per week until 8:00 p.m. and on Saturdays on a rotating basis

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)

Unposting Date
2026-11-5