Personal Finance Advisor

Desjardins; Sainte-Julienne; On-site; CAD 55,000 - 80,000; Full time

Job summary

Desjardins is looking for a Personal Finance Advisor to foster strong relationships with clients, advising them on investments, loans, and insurance. This role includes managing client satisfaction, staying current with industry trends, and engaging in community outreach. Candidates should have a college diploma, relevant experience, and be fluent in French.

Benefits

Competitive salary and annual bonus

Four weeks of flexible vacation from the first year

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimbursement

Telework equipment

Qualifications

• Minimum of two years of relevant experience.
• Strong understanding of financial legislation and industry trends.
• Ability to advise on financial strategies.

Responsibilities

• Advise clients on financial strategies and expected outcomes.
• Manage relationships and assess client satisfaction.
• Participate in community outreach programs.

Skills

Interpersonal skills

Knowledge of financial products

Debt management

Proficiency in French

Education

College diploma in a related field

Mutual fund representative certificate

Job description

Join to apply for the Personal Finance Advisor role at Desjardins.

This position involves developing and maintaining trusting relationships with members and clients, understanding their financial needs, and advising on suitable financial products such as investments, loans, and insurance. The role requires close collaboration with a client base mainly comprising young individuals and members, emphasizing interpersonal skills. Responsibilities include advising clients, managing relationships, staying informed on industry trends, and participating in community outreach.

Key Responsibilities:

• Advise members and clients on financial strategies and expected outcomes.
• Manage relationships, assess satisfaction, and identify improvement areas.
• Keep updated on financial industry trends and best practices.
• Participate in outreach activities and represent the caisse in the community.

What We Offer:

• Competitive salary and annual bonus
• Four weeks of flexible vacation from the first year
• Defined benefit pension plan
• Group insurance including telemedicine
• Health and wellness expense reimbursement and telework equipment

Qualifications:

• College diploma in a related field
• At least two years of relevant experience (other qualifications may be considered)
• Mutual fund representative certificate – Autorité des marchés financiers
• Proficiency in French
• Knowledge of financial products, debt management, legislation, and industry trends

We value diversity and inclusion and are committed to accessibility during the recruitment process.