Strategic Personal Finance Advisor

Desjardins; Alma; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telework equipment

Job summary

Desjardins is seeking a personal finance advisor to build lasting relationships with members and clients. You will understand their financial needs, offer tailored advice, and help select suitable solutions to reach their goals.

You will work closely with individuals and businesses, leveraging expertise to balance client satisfaction with prudent risk management. You will advise on investments, loans and insurance, collaborate with partners to design integrated strategies, and stay current with

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.
• Knowledge of current financial, economic, political and legislative events.

Responsibilities

• Advise members and clients on the best strategies and work with them to 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 Savvy

Action oriented

Customer Focus

Drive results

Nimble learning

Education

Bachelor's degree

Mutual fund representative certificate

Job description

Desjardins is seeking a personal finance advisor to build lasting relationships with members and clients. You will understand their financial needs, offer tailored advice, and help select suitable solutions to reach their goals.

You will work closely with individuals and businesses, leveraging expertise to balance client satisfaction with prudent risk management. You will advise on investments, loans and insurance, collaborate with partners to design integrated strategies, and stay current with