Strategic Personal Finance Advisor (Hybrid)

Desjardins Technology Group; Los Angeles (CA); Hybrid; USD 75,000 - 110,000; 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 is seeking a personal finance advisor to develop lasting relationships with members and clients in Los Angeles. You will listen to needs, advise on financial solutions, and help choose loans, insurance, and investment options that fit their goals.

You’ll balance client satisfaction with risk management, collaborate with partners, participate in community outreach, and stay current with market trends.

Qualifications

• Bachelor's degree in a related field.
• A minimum of one year of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• 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 relationship

French language

Education

Bachelor's degree in related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is seeking a personal finance advisor to develop lasting relationships with members and clients in Los Angeles. You will listen to needs, advise on financial solutions, and help choose loans, insurance, and investment options that fit their goals.

You’ll balance client satisfaction with risk management, collaborate with partners, participate in community outreach, and stay current with market trends.