Personal Financial Advisor - Hybrid, Flexible Vacation

Desjardins; Beloeil; Hybrid; CAD 52,000 - 78,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Group insurance

Telemedicine

Telework equipment

Job summary

Desjardins in Beloeil is seeking a Personal Finance Advisor to support members with savings, mortgages and insurance needs. You’ll advise on tailored financial plans, grow client relationships, and contribute to community activities. A customer‑focused attitude and knowledge of markets help anticipate client needs.

Join a team that values equity, diversity and inclusion, with competitive compensation, annual bonus, pension, and comprehensive benefits. Hybrid work options are available.

Qualifications

• Experience advising members on savings, credit and mortgages.
• Ability to analyze financial goals and propose tailored strategies.
• Strong relationship management and community engagement skills.

Responsibilities

• Meet the savings and credit needs of members, including mortgages.
• Advise on personalized financial strategies and goals.
• Manage relationships and monitor service quality.
• Represent Desjardins in community activities.

Skills

Financial advice

Mortgage knowledge

Client relationships

Communication

Market awareness

Education

Bachelor’s in Finance

Tools

CRM software

Excel

Job description

Desjardins in Beloeil is seeking a Personal Finance Advisor to support members with savings, mortgages and insurance needs. You’ll advise on tailored financial plans, grow client relationships, and contribute to community activities. A customer‑focused attitude and knowledge of markets help anticipate client needs.

Join a team that values equity, diversity and inclusion, with competitive compensation, annual bonus, pension, and comprehensive benefits. Hybrid work options are available.