Personal financial advisor

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

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Job summary

Desjardins is seeking a Personal Finance Advisor in Farnham, Quebec, to support members with their financial goals, including financing, savings, and insurance needs. This role involves managing business relationships and advising on personalized financial strategies. The position offers a competitive salary, an annual bonus, flexible vacation, and a defined benefit pension plan, along with other health benefits. Join us in making a difference in our members' financial lives.

Qualifications

• Ability to meet savings and credit needs of members, including mortgages.
• Experience in managing business relationships and assessing service quality.
• Understanding of personalized financial strategies and goal-setting.

Responsibilities

• Support members with their financing, savings, and insurance needs.
• Advise on personalized financial strategies and measure progress.
• Represent the financial institution at community activities.

Skills

Customer relationship management

Financial consultation

Market trend analysis

Communication skills

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)