Personal Finance Advisor, Assigned Clientele

Desjardins Group; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services organization is seeking a Personal Finance Advisor to build and maintain strong relationships with clients. You will provide tailored financial advice and solutions, ensuring client satisfaction while managing risks and business objectives. The role requires strong interpersonal skills and a commitment to continuous learning in the financial sector.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of French is required.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess satisfaction.
• Stay updated on financial services industry trends.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Drive Results

Nimble Learning

Education

Bachelor's degree in a related field

Mutual fund representative 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 provide financing solutions for affluent individuals and businesses. Interpersonal savvy is therefore essential. You drive results by recommending loans and insurance products. You serve as a financing expert advisor and resource person. You ensure that cross-sector strategies are applied to financing and authorize credit in accordance with established rules. 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:

• 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

*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

• Knowledge of current financial, economic, political and legislative events

• Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)

• Knowledge of tax, financial and succession issues for individuals and business owners

• Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors

• Knowledge of debt management

• Knowledge of compliance with legislation respecting the distribution of financial products and services

• Understanding of the philosophy and fundamentals of financial services cooperatives

• Knowledge of policies, legislation and standards related to products and services offered by the caisse Desjardins business processes

• Knowledge of service standards

• Knowledge of techniques used to assess and monitor individual financing applications

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

#LI-Hybrid

Trade Union (If applicable)

CAISSE SAULT-AU-RÉCOLLET (30513 / Conv_Col_00133) (2020-01-01 - )

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

2025-05-27