Personal Finance Advisor
4 weeks ago
Join to apply for the Personal Finance Advisor role at Desjardins 2 days ago Be among the first 25 applicants 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 Benefits 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 Desjardins business processes Service standards Techniques used to assess and monitor individual financing applications Core Competencies 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 Family Member/client sales and service (FG) Unposting Date 2025-12-4 Seniority Level Entry level Employment Type Full-time Job Function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Desjardins by 2x Get notified about new Financial Advisor jobs in Montmagny, Quebec, Canada. #J-18808-Ljbffr
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Personal Finance Advisor
21 hours ago
Montmagny, Quebec, Canada Desjardins Full timeRequiredAs 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...
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Hybrid Personal Finance Advisor
4 weeks ago
Montmagny, Canada Desjardins Group Full timeA leading financial services firm in Canada is seeking a Personal Finance Advisor to develop and maintain client relationships. The role involves advising clients on financial strategies, managing satisfaction, and staying informed on market trends. Candidates should possess a relevant diploma, two years of experience, and a mutual fund representative...
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Advisor, Investment and Financing
1 week ago
Montmagny, Canada Desjardins Full timeMany opportunities are currently available in the Chaudière-Appalaches region. 📍As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer...
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Expert Banking Advisor- EN
3 weeks ago
Montmagny, Canada RBC Full timeExpert Banking Advisor- EN Join to apply for the Expert Banking Advisor- EN role at RBC. Job Description As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in the "Job Available at Other Locations" section of this job posting is...
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Investment & Financing Advisor — Hybrid
4 weeks ago
Montmagny, Canada Desjardins Group Full timeA leading financial services provider in Chaudière-Appalaches is seeking a financial advisor to optimize clients' financial health. This role involves providing tailored financial solutions, assessing satisfaction, and developing strategies. Candidates should have experience in customer service and strong communication skills. Competitive salary, flexible...
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Expert Banking Advisor
3 weeks ago
Montmagny, Canada RBC Full timeJob Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
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Expert Banking Advisor
2 days ago
Montmagny, Canada Royal Bank of Canada> Full timeJob DescriptionPlease note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
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Financial services Agent, Clientele
4 days ago
Montmagny, Canada Desjardins Full timeAs a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...
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Banking Advisor
3 weeks ago
Montmagny, Canada RBC Full timeJob Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the “Job Available at Other Locations” section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel...
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Banking Advisor
2 days ago
Montmagny, Canada Royal Bank of Canada> Full timeJob DescriptionPlease note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
