Personal Finance Advisor — Remote & Flexible Benefits

Desjardins; Pont-Rouge; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telework equipment reimbursement

Wellness expenses reimbursement

Job summary

Desjardins is seeking a personal finance advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored advice, and help select investments, loans, and insurance to meet financial goals.

You will collaborate with partners to design integrated strategies while balancing client satisfaction, business objectives, profitability, and prudent risk management. Fluency in French is required.

Qualifications

• Bachelor's degree in a related field is required.
• A minimum of one year of relevant experience is required.
• Other combinations of qualifications and relevant experience may be considered.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.
• All Desjardins products/services for caisse members and related networks are within scope.

Responsibilities

• Advise members/clients on the best strategies and identify expected results.
• Manage relationships, assess satisfaction and service quality, follow up and improve.
• Stay current on financial services industry trends and best practices.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal Savvy

Customer Focus

Drive Results

Nimble Learning

Action Oriented

Differences

Education

Bachelor's degree in a related field

Job description

Desjardins is seeking a personal finance advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored advice, and help select investments, loans, and insurance to meet financial goals.

You will collaborate with partners to design integrated strategies while balancing client satisfaction, business objectives, profitability, and prudent risk management. Fluency in French is required.