Personal financial advisor

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

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Job summary

Desjardins is looking for a Personal Finance Advisor in Longueuil, Canada, to support clients with their financing, savings, and insurance needs. You will manage client relationships, advise on personalized financial strategies, and represent Desjardins in community activities. The position offers a competitive salary, annual bonus, flexible vacation, defined benefit pension plan, and group insurance. Desjardins champions equity, diversity, and inclusion within the workplace.

Qualifications

• Demonstrated experience in managing business relationships and advising clients on financial matters.
• Ability to set measurable financial goals with clients.
• Understanding of current financial news and market trends.

Responsibilities

• Meet members' savings and credit needs, including mortgages.
• Advise clients on personalized financial strategies.
• Represent the institution in community activities.

Skills

Client relationship management

Financial advising

Market trend analysis

Communication skills

Job description

Several opportunities are currently available in South Shore of Montreal.

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.

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).