Wealth & Personal Finance Advisor | Flexible Vacation

Desjardins; Saint-Hyacinthe; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse

Job summary

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial solutions to meet goals. You will assist with loans, insurance, and investments, balancing client satisfaction with prudent risk management.

Involvement in community outreach is encouraged. The role emphasizes expertise in financial services, strong interpersonal skills, and staying current with market trends to provide sound advice and

Qualifications

• Bachelor’s degree in a related field.
• A minimum of one year of relevant experience.
• Please note that other combinations of qualifications and relevant experience may be considered.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Action oriented, Customer Focus, Differences, 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

Action oriented

Nimble learning

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 lasting relationships with members and clients, listening to needs and offering tailored financial solutions to meet goals. You will assist with loans, insurance, and investments, balancing client satisfaction with prudent risk management.

Involvement in community outreach is encouraged. The role emphasizes expertise in financial services, strong interpersonal skills, and staying current with market trends to provide sound advice and