Personal Finance Advisor - Trusted Guidance & Growth

Desjardins; Windsor; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of vacation

Defined benefit pension

Group insurance including telemedicine

Health and wellness expense reimburse.

Telework equipment

Job summary

Desjardins is seeking a personal finance advisor to build lasting relationships with members and clients in the Windsor area. You will listen to needs, offer tailored financial guidance, and help select investments, loans and insurance products while balancing client satisfaction with risk management.

The role emphasizes interpersonal skills, outreach activity, and collaboration with partners to design integrated financial strategies.

Qualifications

• French language proficiency required.
• Experience in financial services or advising preferred.
• Strong communication and relationship-building skills.

Responsibilities

• Advise members and clients on strategies to meet financial goals.
• Manage relationships and assess satisfaction and service quality.
• Stay up-to-date on financial services industry and market trends.
• Participate in outreach activities and represent the caisse in the community.

Skills

French language proficiency

Customer focus

Interpersonal savvy

Action oriented

Drive results

Nimble learning

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 in the Windsor area. You will listen to needs, offer tailored financial guidance, and help select investments, loans and insurance products while balancing client satisfaction with risk management.

The role emphasizes interpersonal skills, outreach activity, and collaboration with partners to design integrated financial strategies.