Personal Finance Advisor - Mortgages & Goal Planning

Desjardins Group; Montérégie; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse

Job summary

Desjardins Group in Richelieu-Yamaska region is seeking a Personal Finance Advisor to support members with financing, savings and insurance needs. You will help clients set measurable financial goals and provide tailored advice while staying current on market trends.

You will build strong relationships, represent the institution in community activities, and contribute to service quality improvements as part of a collaborative team.

Responsibilities

• Meet the savings and credit needs of members, including mortgages.
• Manage business relationships, assess satisfaction and service quality, follow up and identify areas for improvement.
• Advise members and clients on personalized strategies and work with them to set well-defined and measurable financial goals.
• Stay updated on financial news and market trends to enrich advice and anticipate needs.
• Represent Desjardins to partners and the public by participating in community activities.

Skills

Financial advice

Client relationships

Market awareness

Goal setting

Job description

Desjardins Group in Richelieu-Yamaska region is seeking a Personal Finance Advisor to support members with financing, savings and insurance needs. You will help clients set measurable financial goals and provide tailored advice while staying current on market trends.

You will build strong relationships, represent the institution in community activities, and contribute to service quality improvements as part of a collaborative team.