Personal Finance Advisor — Build Client Relationships

Desjardins; Canada; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

4 weeks of flexible vacation in year 1

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment

Job summary

Desjardins is seeking a Personal Finance Advisor to develop and maintain trusted relationships with members and clients, listening to needs, and offering tailored financial advice. You will drive results by recommending investments, loans, and insurance products while balancing client satisfaction with profitability and prudent risk management.

You will work with partners and experts to design integrated strategies that meet members' needs.

Qualifications

• College diploma or equivalent in a related field.
• At least three years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers (AMF).
• Knowledge of French is required.

Responsibilities

• Advise members and clients on best strategies and expected results.
• Manage relationships, assess satisfaction and service quality, follow up and identify improvements.
• Stay up-to-date on financial services, market trends, and best practices.

Skills

Interpersonal skills

Education

College diploma

Mutual fund certificate – AMF

Job description

Desjardins is seeking a Personal Finance Advisor to develop and maintain trusted relationships with members and clients, listening to needs, and offering tailored financial advice. You will drive results by recommending investments, loans, and insurance products while balancing client satisfaction with profitability and prudent risk management.

You will work with partners and experts to design integrated strategies that meet members' needs.