Personal Finance Advisor: Client Growth & Wealth Strategy

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

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness +

Job summary

Desjardins in Canada seeks a personal finance advisor to build lasting client relationships, listen to needs, and propose tailored solutions across investments, loans, and insurance. You’ll serve youth and individual members, balancing satisfaction with profitability and prudent risk management.

The role emphasizes outreach, ongoing industry knowledge, and collaboration with partners. Desjardins offers competitive pay, a pension plan, group insurance, telemedicine, and telework equipment.

Qualifications

• College diploma in a related field.
• Minimum of two years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.

Responsibilities

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

Skills

Interpersonal Savvy

Action Oriented

Drive Results

Customer Focus

Nimble Learning

Education

College diploma

Job description

Desjardins in Canada seeks a personal finance advisor to build lasting client relationships, listen to needs, and propose tailored solutions across investments, loans, and insurance. You’ll serve youth and individual members, balancing satisfaction with profitability and prudent risk management.

The role emphasizes outreach, ongoing industry knowledge, and collaboration with partners. Desjardins offers competitive pay, a pension plan, group insurance, telemedicine, and telework equipment.