Trusted Personal Finance Advisor for Growth

Hmara; L'Île-Perrot; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting,

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins caisse is seeking a personal finance advisor to build lasting relationships with members and clients, listening to needs, offering strategic advice, and guiding them to suitable financial solutions. You will balance client satisfaction with profitability and risk, collaborating with Desjardins partners to design integrated strategies.

The role emphasizes advice on investments, loans, and insurance while maintaining compliance and community outreach.

Qualifications

• Bachelor's degree in a related field.
• 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 best strategies and 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

Action oriented

Customer Focus

Interpersonal Savvy

Nimble learning

Drive results

Education

Bachelor's degree in a related field

Mutual fund representative certificate – AMF

Job description

Desjardins caisse is seeking a personal finance advisor to build lasting relationships with members and clients, listening to needs, offering strategic advice, and guiding them to suitable financial solutions. You will balance client satisfaction with profitability and risk, collaborating with Desjardins partners to design integrated strategies.

The role emphasizes advice on investments, loans, and insurance while maintaining compliance and community outreach.