Personal Finance Advisor — Remote, Client Growth & Impact

Desjardins; Plessisville; On-site; CAD 52,000 - 76,000; 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 reimbursement

Job summary

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients in Quebec. You will listen to needs, offer tailored advice, and help choose investments, loans, and insurance solutions while balancing profitability and prudent risk.

Responsibilities include advising clients, managing relationships, staying current with market trends, and representing the caisse in community outreach. French proficiency is required.

Qualifications

• Bachelor's degree in a related field is required.
• A minimum of one year of relevant experience.
• Combination of qualifications and experience may be considered.
• Mutual fund representative certificate is required by authorities.
• 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

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients in Quebec. You will listen to needs, offer tailored advice, and help choose investments, loans, and insurance solutions while balancing profitability and prudent risk.

Responsibilities include advising clients, managing relationships, staying current with market trends, and representing the caisse in community outreach. French proficiency is required.