Personal Finance Advisor

Desjardins Group; Trois-Rivières; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services cooperative in Trois-Rivières is looking for a personal finance advisor to develop and maintain client relationships, provide tailored financial advice, and participate in community outreach. The ideal candidate has at least two years of relevant experience, is bilingual in French and English, and has a college diploma in a related field. This role offers a competitive salary and flexible vacation benefits.

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

• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Advanced knowledge of English and another language important for the role.

Responsibilities

• Advise members and clients on tailored strategies.
• Manage and assess business relationships with clients.
• Participate in community outreach activities.

Skills

Interpersonal Savvy

Client Relationship Management

Financial Services Knowledge

Education

College diploma in a related field

Job description

As a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by reviewing special requests and promoting and selling specialized products and services that meet client needs. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization and help negotiate agreements with clients. Interpersonal savvy is therefore essential. 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

* Benifits apply based on eligibility criteria.

What you bring to the table

• College diploma in a related field

• A minimum of two years of relevant experience

• Knowledge of French is required

• Advanced knowledge of Englishdue to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients.

• Advanced knowledge in a third language (Arabic, Russian, Creole, Portuguese, or Mandarin) due to the nature of the duties or work tools or because the position involves interactions with Spanish-speaking partners, members and/or clients.

• Available for frequent travel in the Eastern Quebec regions (Capitale-Nationale, Charlevoix, Saguenay, Gaspesie)

• Must have a valid driver's licence and access to a vehicle

• Available to work from Monday to Friday, including evenings and weekends, at representation events.

Drive results, Interpersonal Savvy

#LI-Hybrid

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

2025-08-25