Trusted Personal Finance Advisor — Guide Clients

Desjardins Group; Saint-Pierre-de-l'Île-d'Orléans; Hybrid; CAD 56,000 - 76,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins Group is seeking a Personal Finance Advisor to build lasting relationships with members and clients, understanding their financial goals, and recommending investments, loans and insurance solutions. The role emphasizes service quality, risk management, and collaborative strategy with partners.

You'll work with individual members and businesses, listening to needs, staying current with market trends, and representing the caisse in community outreach while delivering a competitive

Qualifications

• Bachelor's degree in a related field is required.
• Mutual fund representative certificate - Autorité des marchés financiers is required or considered.
• Knowledge of French is required.
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.

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

Customer Focus

Drive results

Action oriented

Nimble learning

Differences

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

Desjardins Group is seeking a Personal Finance Advisor to build lasting relationships with members and clients, understanding their financial goals, and recommending investments, loans and insurance solutions. The role emphasizes service quality, risk management, and collaborative strategy with partners.

You'll work with individual members and businesses, listening to needs, staying current with market trends, and representing the caisse in community outreach while delivering a competitive