Remote Personal Finance Advisor: Trusted Guidance & Growth

Relevance; Saint-Hyacinthe; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health & wellness expense reimburse./t

Job summary

Desjardins is seeking a personal finance advisor to build lasting relationships with members and clients, offering tailored financial guidance and solutions. You will balance client needs with business goals while collaborating with partners to design integrated strategies.

The role emphasizes listening, advising on investments, loans and insurance, and representing the caisse in the community. French language proficiency is required and a related degree with experience is preferred.

Qualifications

• Bachelor's degree in a related field.
• A minimum of one year of relevant experience.
• Mutual fund representative certificate - Autorité des marchés financiers.
• Knowledge of French is required.
• Action oriented and customer-focused approach.

Responsibilities

• Advise members and clients on best strategies and identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay up-to-date on the financial services industry, market trends and best practices in your field.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal skills

Client advisory

Financial planning

Education

Bachelor's degree

Mutual fund certificate

Job description

Desjardins is seeking a personal finance advisor to build lasting relationships with members and clients, offering tailored financial guidance and solutions. You will balance client needs with business goals while collaborating with partners to design integrated strategies.

The role emphasizes listening, advising on investments, loans and insurance, and representing the caisse in the community. French language proficiency is required and a related degree with experience is preferred.