Personal Finance Advisor

Desjardins; Sainte-Agathe-des-Monts; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a Personal Finance Advisor to join their dynamic team. In this entry-level role, you will have the opportunity to advise clients on financial strategies while managing relationships and ensuring high service quality. You will stay informed about market trends and participate in community outreach, making a meaningful impact. With competitive salary offerings, a defined benefit pension plan, and flexible vacation, this position provides a great start to your career in finance. If you are passionate about helping others achieve their financial goals, this is the perfect opportunity for you.

Benefits

4 Weeks of Flexible Vacation

Defined Benefit Pension Plan

Group Insurance including Telemedicine

Reimbursement of Health and Wellness Expenses

Qualifications

• Bachelor's degree in finance or related field required.
• Minimum one year of relevant experience preferred.

Responsibilities

• Advise clients on financial strategies and expected results.
• Manage client relationships and assess service quality.

Skills

Interpersonal Skills

Financial Knowledge

Customer Service

Results-Driven Attitude

Education

Bachelor's Degree in a Related Field

Mutual Fund Representative Certificate

Job description

Join to apply for the Personal Finance Advisor role at Desjardins

Responsibilities

1. Advise members and clients on the best strategies and work with them to identify expected results
2. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
3. Stay up-to-date on the financial services industry, market trends and best practices in your field
4. Participate in outreach activities and represent the caisse in the community

Qualifications

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required
• Knowledge of current financial, economic, political and legislative events
• Understanding of financial products, legislation, and policies
• Interpersonal savvy and results-driven attitude

What We Offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

Additional Information

• Full-time, entry-level position in finance and sales within the banking industry
• Unposting date: 2025-05-07