Personal Finance Advisor

Desjardins Technology Group; Victoriaville; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary bonus

4 weeks of flexible vacation starting—

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness +

Job summary

Desjardins is seeking a personal finance advisor to develop lasting relationships with members and clients in Canada. You will listen to needs, provide tailored financial guidance, and help clients choose investments, loans and insurance products to meet their goals.

You will work with partners to design integrated strategies that balance client satisfaction, business objectives and prudent risk management in a dynamic, hybrid environment.

Qualifications

• Bachelor's degree required or equivalent
• Minimum of one year relevant experience
• Mutual fund representative certificate required
• French language knowledge required

Responsibilities

• Listen to members' and clients' needs and offer tailored financial advice
• Help clients choose appropriate solutions to meet their financial goals
• Drive results by recommending investments, loans and insurance products
• Balance client satisfaction with business objectives, profitability and prudent risk management
• Collaborate with partners and experts to design integrated strategies for members and clients

Skills

Interpersonal savvy

Drive results

Customer focus

Adaptability

Education

Bachelor's degree in a related field

Tools

Autorité des marchés financiers certificate

Job description

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:

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

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

Equity, Diversity, Inclusion and Accessibility

#LI-Hybrid

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-30