Personal Finance Advisor, Assigned Clientele

Caisse Desjardins du Coeur-de-l'Île; Canada; Hybrid; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Job summary

Desjardins is seeking a Personal Finance Advisor to help members and clients set financial goals, provide tailored advice, and support loans and insurance needs across channels. The role emphasizes listening, trust-building, and responsible risk management.

You will collaborate with colleagues to design integrated strategies, stay current with market trends, and participate in community outreach to grow trust and satisfaction among members.

Qualifications

• College diploma in a related field is required.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Two years of relevant experience minimum.

Responsibilities

• Help members set goals and advise on the best strategies.
• Manage business relationships and assess satisfaction; follow up for improvements.
• Stay up-to-date on industry trends and best practices; participate in outreach.
• Be present in the community and provide advice across channels including new technologies.

Skills

Interpersonal savvy

Customer focus

Drive results

Nimble learning

Education

College diploma in a related field

Mutual fund representative certificate

Job description

As a personal finance advisor - assigned clientele, you help develop and maintain 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. In support of your advisor colleagues, you handle the financing and insurance needs of members and clients. You seize opportunities by providing members and clients with advice and support to optimize how available new technologies and different distribution channels are used, while protecting their interests and keeping them happy. Interpersonal savvy is therefore essential. You drive results by recommending and selling 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: Help members and clients set goals and advise them on the best strategies. 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 be present 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.

#LI-Hybrid

What you bring to the table

• College diploma in a related field
• A minimum of two years 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

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)

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes.

We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

Pursuing a career at Desjardins means being part of an organization that puts people first.