Personal Finance Advisor

Desjardins; Montreal West; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a Personal Finance Advisor to build lasting relationships with members and clients. The advisor will offer tailored financial solutions, drive customer satisfaction, and maintain industry knowledge. Candidates should possess a relevant degree and experience in finance. Join a diverse workplace committed to equity and inclusion.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of financial services and client needs.
• Understanding of financial services cooperatives.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess satisfaction.
• Stay updated on market trends and best practices.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Drive Results

Nimble Learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

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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
  
  

Required

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
• Intermediate 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
• 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
• Understanding of the philosophy and fundamentals of financial services cooperatives
  
  

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

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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

2025-06-20

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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