Wealth & Planning Advisor — Client‑Focused

Desjardins; Varennes; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salary & bonus

4 weeks vacation (flex)

Defined benefit pension

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins in Quebec is seeking a personal finance advisor to develop lasting relationships with members and clients, listen to their needs, and tailor advice to meet financial goals. You will work with individuals and businesses, balancing client satisfaction with prudent risk management.

You will stay current on market trends, collaborate with partners, and participate in outreach activities within the community.

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.

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

Education

Bachelor's degree in related field

Mutual fund representative certificate – AMF

Job description

Desjardins in Quebec is seeking a personal finance advisor to develop lasting relationships with members and clients, listen to their needs, and tailor advice to meet financial goals. You will work with individuals and businesses, balancing client satisfaction with prudent risk management.

You will stay current on market trends, collaborate with partners, and participate in outreach activities within the community.