Personal financial advisor

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

Benefits offered by this job

Annual bonus

Vacation (4 weeks)

Pension plan

Group insurance

Telework equipment

Wellness reimbursements

Job summary

Desjardins is seeking a Personal Finance Advisor to help members on the South Shore of Montreal achieve their financial goals. You will assist with savings, credit needs, and mortgages while building trusted relationships with clients.

The role emphasizes advising on personalized strategies, staying current with market trends, and representing the institution in community activities. A competitive salary, annual bonus, and comprehensive benefits are offered.

Qualifications

• Experience in personal finance advising and customer service preferred.
• Ability to assess client needs and propose suitable financial solutions.
• Strong communication and relationship-building skills.

Responsibilities

• Meet the savings and credit needs of members, including mortgages.
• Manage business relationships, assess satisfaction and service quality, follow up on relationships and identify areas for improvement.
• Advise members on personalized strategies and help set well-defined financial goals.
• Stay informed about financial news and market trends to tailor advice.

Job description

Several opportunities are currently available in South Shore of Montreal

Make a real difference in the financial lives of our members.

Are you passionate about finance, motivated by connecting with others and naturally good at supporting people in their life projects? If so, this position is for you!

Required

As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You’re the person they trust, who understands their goals, offers good advice and guides them toward financial solutions that are right for them. More specifically, you will be required to:

• Meet the savings and credit needs of members, including mortgages.
• Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
• Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals.
• Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients’ needs.
• Proudly represent our financial institution to our partners and the public by participating in community activities.

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria.

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)