Personal Finance Advisor: Trusted Planning & Growth

Desjardins; Rimouski; On-site; CAD 52,000 - 75,000; Full time

Benefits offered by this job

Competitive salary & bonus

4 weeks vacation

Pension plan

Group insurance

Telehealth / telemedicine as part of a

Health & wellness reimbursement

Job summary

Desjardins is seeking a Personal Finance Advisor in Rimouski, QC to build lasting relationships with members and clients, assess needs, and offer tailored financial solutions. You will collaborate with partners to design integrated strategies balancing client satisfaction and prudent risk management.

The role emphasizes staying informed on market trends, providing sound recommendations on investments, loans, and insurance, and representing Desjardins in outreach activities within the community.

Qualifications

• Bachelor's degree or equivalent in a related field is required.
• Mutual fund representative certificate – AMF is required or may be considered.
• Strong interpersonal and communication skills are essential for advising members and clients.

Responsibilities

• Advise members and clients on financial strategies to achieve their goals.
• Manage business relationships, monitor satisfaction, and identify improvement areas.
• Stay updated on financial services industry trends and best practices.
• Represent Desjardins in community outreach activities.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Nimble learning

Drive results

Differences

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 in Rimouski, QC to build lasting relationships with members and clients, assess needs, and offer tailored financial solutions. You will collaborate with partners to design integrated strategies balancing client satisfaction and prudent risk management.

The role emphasizes staying informed on market trends, providing sound recommendations on investments, loans, and insurance, and representing Desjardins in outreach activities within the community.