Personal Finance Advisor
3 weeks ago
Personal Finance Advisor at Desjardins Join to apply for the Personal Finance Advisor role at Desjardins. Get AI-powered advice on this job and more exclusive features. 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. What We Offer Competitive salary and annual bonus. 4 weeks of flexible vacation starting in the first year. Defined benefit pension plan that provides predictable, stable income throughout retirement. Group insurance including telemedicine. Reimbursement of health and wellness expenses and telework equipment. Benefits apply based on eligibility criteria. 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. Knowledge of current financial, economic, political and legislative events. All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors. Debt management. Notions of compliance with legislation respecting the distribution of financial products and services. Understanding of the philosophy and fundamentals of financial services cooperatives. Policies, legislation and standards related to products and services offered by the caisse. Techniques used to assess and monitor individual financing applications. Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning. Curious about this profession? Click here. Trade Union (If applicable) At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask Job Details Senior level: Entry level Employment type: Full-time Job function: Finance and Sales Industry: Banking Location: Saint-Apollinaire, Quebec, Canada Posting date: 2 weeks ago Unposting date: 2025-12-05 Referrals increase your chances of interviewing at Desjardins by 2x. #J-18808-Ljbffr
-
Personal Finance Advisor
4 weeks ago
Sainte-Croix, Canada Desjardins Full timeOverviewPersonal Finance Advisor at DesjardinsAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them...
-
Personal Finance Advisor
4 weeks ago
Sainte-Croix, Canada Desjardins Full timeOverviewPersonal Finance Advisor at DesjardinsAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them...
-
Personal Finance Advisor
3 weeks ago
Sainte-Croix, Canada Desjardins Group Full timeAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
-
Personal Finance Advisor
4 days ago
Sainte-Croix, Canada Desjardins Full time $60,000 - $120,000 per yearAs a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...
-
Personal Finance Advisor: Wealth Planning
4 weeks ago
Sainte-Croix, Canada Desjardins Full timeA leading financial institution in Canada is seeking a Personal Finance Advisor to build lasting relationships with clients. The position requires advising clients on financial strategies and managing their needs. The ideal candidate has a college diploma, experience in financial services, and is bilingual in French. Expect competitive salary, benefits...
-
Personal Finance Advisor: Wealth Planning
4 weeks ago
Sainte-Croix, Canada Desjardins Full timeA leading financial institution in Canada is seeking a Personal Finance Advisor to build lasting relationships with clients. The position requires advising clients on financial strategies and managing their needs. The ideal candidate has a college diploma, experience in financial services, and is bilingual in French. Expect competitive salary, benefits...
-
Client-Focused Personal Finance Advisor — Hybrid
3 weeks ago
Sainte-Croix, Canada Desjardins Group Full timeA leading financial services organization in Quebec seeks a Personal Finance Advisor to build lasting relationships with clients and help them achieve their financial goals. You will provide tailored advice, manage business relationships, and stay informed on market trends. Ideal candidates have a Bachelor’s degree, relevant experience, and must be fluent...
-
Personal Finance Advisor
3 weeks ago
Sainte-Croix, Canada Desjardins Full timeA leading financial cooperative located in Sainte-Croix, Quebec is seeking a Personal Finance Advisor. This role involves advising clients, managing business relationships, and staying current with financial services trends. The ideal candidate has a Bachelor's degree, relevant experience, and must be proficient in French. Competitive salary, flexible...
-
Personal Finance Advisor
4 weeks ago
Sainte-Julienne, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 1637, route 125 , Sainte-Juliennetime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2514309As a personal finance advisor, you’re responsible for developing and maintaining lasting and...
-
Personal Finance Advisor
4 weeks ago
Sainte-Julienne, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 1637, route 125 , Sainte-Juliennetime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2514309As a personal finance advisor, you’re responsible for developing and maintaining lasting and...
