Personal Finance Advisor

OverviewPersonal Finance Advisor role at Desjardins. The work mode is full-time on site.ResponsibilitiesAdvise members and clients on the best strategies and work with them to identify expected results.Develop and maintain lasting and trusting business relationships with members and clients to ensure satisfaction.Listen to members’ and clients’ needs; offer advice that fits their financial situation and help them choose appropriate solutions to meet financial goals.Drive results by recommending investments, loans and insurance products.Serve as a financing expert advisor and resource for the caisse; balance member/client satisfaction, business objectives, profitability and prudent risk management.Work with partners and experts to design integrated strategies that meet members’ and clients’ needs.What we offerCompetitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan with predictable retirement incomeGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteriaWhat you bring to the tableCollege diploma in a related fieldMinimum of two years of relevant experience (other combinations of qualifications may be considered)Mutual fund representative certificate (permit)Knowledge of French requiredKnowledge of current financial, economic, political and legislative eventsUnderstanding of Desjardins products/services and related networksKnowledge of financial data integration in systemsDebt management knowledgeNotions of compliance with legislation respecting the distribution of financial products and servicesUnderstanding of cooperative financial services philosophyPolicies, legislation and standards related to caisse products and servicesStrategy recommendation and analysis applicationsDesjardins business processes and service standardsTechniques to assess and monitor individual financing applicationsAvailability to work Monday to Friday, including one evening per week until 8pmOtherJob family: Member/client sales and service (FG). Unposting date: 2026-01-20. #J-18808-Ljbffr