Trusted Personal Finance Advisor

Relevance; Princeville; Hybrid; CAD 60,000 - 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 and wellness expense reimburse

Telework equipment

Job summary

Desjardins is seeking a Personal Finance Advisor to build trusted relationships with members and clients, understand their financial needs, and offer tailored solutions across investments, loans, and insurance. You will balance client satisfaction with business goals and contribute to risk-aware, profitable outcomes.

In this role, you’ll engage with individuals and small businesses, participate in community outreach, and represent the caisse.

Qualifications

• Bachelor's degree in a related field is required.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Available to work Monday to Friday, including one evening per week.

Responsibilities

• Advise members and clients on best strategies and work with them to identify expected results.
• Manage business relationships, assess 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.
• Participate in outreach activities and represent the caisse in the community.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Drive results

Nimble learning

Differences

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is seeking a Personal Finance Advisor to build trusted relationships with members and clients, understand their financial needs, and offer tailored solutions across investments, loans, and insurance. You will balance client satisfaction with business goals and contribute to risk-aware, profitable outcomes.

In this role, you’ll engage with individuals and small businesses, participate in community outreach, and represent the caisse.