Personal Finance Advisor, Assigned Clientele

Desjardins; Saint-Constant; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary & annual bonus

4 weeks vacation

Defined benefit pension

Group insurance incl. telemedicine

Health/wellness spending & telework

Job summary

Desjardins in Quebec seeks a Personal Finance Advisor, Assigned Clientele, to build lasting relationships with members and clients by listening to needs, offering tailored advice, and guiding suitable financial solutions including loans and investments.

You will collaborate with partners to design integrated strategies, stay informed on industry trends and regulations, participate in community outreach, and maintain a strong commitment to compliance, service quality, and sound risk management.

Qualifications

• Bachelor’s degree or equivalent
• Minimum 1 year of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• French language required

Responsibilities

• Advise members/clients on the best strategies and expected results
• Manage business relationships and assess satisfaction
• Stay up-to-date on financial industry trends and best practices
• Represent the caisse in the community and participate in outreach activities
• Be a licensed mutual fund representative
• Understand tax, financial and succession issues for individuals and business owners
• Know products/services offered by Desjardins and competitors

Skills

Client relationship management

Financial advisory

Sales & service

Interpersonal savvy

Education

Bachelor’s degree

Mutual fund certificate

Job description

As a Personal Finance Advisor, Assigned Clientele 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
• Be a licensed mutual fund representative
• 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

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 a 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

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

2026-10-22