Personal financial advisor

Desjardins; Beloeil; Hybrid; CAD 52,000 - 78,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Group insurance

Telemedicine

Telework equipment

Job summary

Desjardins in Beloeil is seeking a Personal Finance Advisor to support members with savings, mortgages and insurance needs. You’ll advise on tailored financial plans, grow client relationships, and contribute to community activities. A customer‑focused attitude and knowledge of markets help anticipate client needs.

Join a team that values equity, diversity and inclusion, with competitive compensation, annual bonus, pension, and comprehensive benefits. Hybrid work options are available.

Qualifications

• Experience advising members on savings, credit and mortgages.
• Ability to analyze financial goals and propose tailored strategies.
• Strong relationship management and community engagement skills.

Responsibilities

• Meet the savings and credit needs of members, including mortgages.
• Advise on personalized financial strategies and goals.
• Manage relationships and monitor service quality.
• Represent Desjardins in community activities.

Skills

Financial advice

Mortgage knowledge

Client relationships

Communication

Market awareness

Education

Bachelor’s in Finance

Tools

CRM software

Excel

Job description

Several opportunities are currently available in Richelieu-Yamaska region

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!

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.

#LI-Hybrid

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)