Personal financial advisor

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

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse

Job summary

Desjardins Group in Richelieu-Yamaska region is seeking a Personal Finance Advisor to support members with financing, savings and insurance needs. You will help clients set measurable financial goals and provide tailored advice while staying current on market trends.

You will build strong relationships, represent the institution in community activities, and contribute to service quality improvements as part of a collaborative team.

Responsibilities

• Meet the savings and credit needs of members, including mortgages.
• Manage business relationships, assess satisfaction and service quality, follow up and identify areas for improvement.
• Advise members and clients on personalized strategies and work with them to set well-defined and measurable financial goals.
• Stay updated on financial news and market trends to enrich advice and anticipate needs.
• Represent Desjardins to partners and the public by participating in community activities.

Skills

Financial advice

Client relationships

Market awareness

Goal setting

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) Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first. The jobs you found aren’t the right fit? Introduce yourself: we want to know you!