Personal Finance Advisor – Client Impact & Growth

Desjardins; Mashteuiatsh; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Health/wellness reimbursement

Job summary

Desjardins in Mashteuiatsh, QC, is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial guidance to meet goals. You’ll work with individuals and businesses, balancing service quality with prudent risk management.

You’ll leverage expertise to suggest investments, loans and insurance, stay current on industry trends, collaborate with partners, and participate in community outreach to represent the caisse.

Qualifications

• Bachelor's degree in a related field.
• A minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• 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.

Skills

Interpersonal Savvy

Customer Focus

Drive results

Nimble learning

French language

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins in Mashteuiatsh, QC, is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial guidance to meet goals. You’ll work with individuals and businesses, balancing service quality with prudent risk management.

You’ll leverage expertise to suggest investments, loans and insurance, stay current on industry trends, collaborate with partners, and participate in community outreach to represent the caisse.