Personal financial advisor

Desjardins; Chambly; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance

Reimbursement of health expenses

Job summary

Desjardins is seeking a passionate Personal Finance Advisor in Chambly, Canada. Your role will involve supporting members with financing, savings, and insurance solutions. Key responsibilities include advising clients on financial strategies, managing business relationships, and staying informed on market trends. The company offers a competitive salary, annual bonuses, flexible vacation, and a defined benefit pension plan, along with other health and wellness benefits.

Qualifications

• Strong ability to advise members on financial solutions.
• Proven experience in managing business relationships.
• Knowledge of current financial news and market trends.

Responsibilities

• Meet members' savings and credit needs, including mortgages.
• Manage relationships and assess member satisfaction.
• Advise clients on personalized financial strategies.

Skills

Advisory skills

Relationship management

Financial knowledge

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!

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.

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)