Personal Finance Advisor

Desjardins; Saint-Amable; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player seeks a Personal Finance Advisor to cultivate lasting relationships with clients. This role involves providing tailored financial advice and solutions, ensuring client satisfaction, and driving business results. You will work with a diverse client base, utilizing your expertise in financial services to recommend products that meet their needs. The company values equity, diversity, and inclusion, creating a supportive environment for all employees. If you're passionate about helping clients achieve their financial goals, this opportunity is perfect for you.

Benefits

Competitive Salary

Annual Bonus

Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Health and Wellness Reimbursement

Telework Equipment Reimbursement

Qualifications

• 1+ years of relevant experience in financial advisory.
• Knowledge of compliance and financial products.

Responsibilities

• Advise clients on financial strategies and solutions.
• Manage relationships and assess client satisfaction.

Skills

Interpersonal Savvy

Financial Advisory

Client Relationship Management

Market Trend Analysis

Education

Bachelor's Degree in a Related Field

Mutual Fund Representative Certificate

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

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
• 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
• 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
• Techniques used to assess and monitor individual financing applications
• Available for travel within the territory of Caisse Desjardins Des Patriotes
• Available 5 days a week, including one evening of work

Drive results, Interpersonal Savvy

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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

2025-05-14