Personal Finance Advisor | Guide Clients to Smart Growth

Desjardins Group; Saint-Gabriel-de-Rimouski; On-site; CAD 65,000 - 80,000; 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 $

Telework equipment

Job summary

Desjardins Group is seeking a personal finance advisor to build lasting relationships with members and clients in Canada. You will listen to needs, offer tailored advice, and guide clients toward suitable investments, loans, and insurance products.

The role emphasizes trust, risk-aware guidance, and collaboration with partners to design integrated strategies. You will advise, manage relationships, stay current with market trends, and participate in community outreach to represent the caisse.

Qualifications

• Bachelor's degree in a related field is required.
• At least 1 year of relevant experience is required.
• Mutual fund representative certificate (AMF) is required/considered.
• Knowledge of French is required.
• Equity, diversity, inclusion and accessibility are valued.

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

French language proficiency

Client advisory

Relationship management

Communication

Interpersonal savviness

Drive for results

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins Group is seeking a personal finance advisor to build lasting relationships with members and clients in Canada. You will listen to needs, offer tailored advice, and guide clients toward suitable investments, loans, and insurance products.

The role emphasizes trust, risk-aware guidance, and collaboration with partners to design integrated strategies. You will advise, manage relationships, stay current with market trends, and participate in community outreach to represent the caisse.