Personal financial advisor

Desjardins; Salaberry-de-Valleyfield; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

Four weeks of flexible vacation

Defined benefit pension plan

Group insurance, including telemedicine

Reimbursement of health and wellness expenses

Job summary

Desjardins is seeking dedicated professionals in Salaberry-de-Valleyfield. The role focuses on meeting members' financial needs, providing personalized advice, and managing business relationships. Benefits include a competitive salary, flexible vacation, and a defined benefit pension plan. If you're passionate about finance and helping others achieve their financial goals, this opportunity is perfect for you. Join Desjardins to make a real difference in the financial lives of our members.

Responsibilities

• Meet the savings and credit needs of members, including mortgages.
• Manage business relationships, assess satisfaction and service quality.
• Advise members on personalized strategies for financial goals.
• Stay informed on financial news and track market trends.
• Represent the institution in community activities.

Job description

Several opportunities are currently available in Western Montérégie.

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!

Responsibilities

• 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 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 clients’ needs.
• Represent the financial institution to partners and the public by participating in community activities.

Benefits

• Competitive salary and annual bonus.
• Four weeks of flexible vacation starting in the first year.
• Defined benefit pension plan.
• Group insurance, including telemedicine.
• Reimbursement of health and wellness expenses and telework equipment.
• Benefits apply based on eligibility criteria.

EEO Statement

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. We have zero tolerance for discrimination of any kind. 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)