Personal Finance Advisor
2 weeks ago
Personal Finance Advisor 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. What You Bring To The Table 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. Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning. Equity, Diversity & Inclusion 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. We have zero tolerance for discrimination of any kind. 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 #J-18808-Ljbffr
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Personal Finance Advisor
11 hours ago
Sherbrooke, Quebec, Canada Desjardins 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 financial...
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Personal Finance Advisor
3 days ago
Sherbrooke, 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...
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Personal Finance Advisor
1 week ago
Sherbrooke, 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...
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Personal Finance Advisor
16 hours ago
Sherbrooke, Canada Desjardins 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...
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Personal Finance Advisor — Flexible Vacation
2 weeks ago
Sherbrooke, Canada Desjardins Full timeA financial cooperative is seeking a Personal Finance Advisor in Sherbrooke, Canada. The role involves advising clients on financial strategies, managing relationships, and participating in community outreach. Qualified candidates should have a Bachelor's degree and relevant experience, along with a Mutual Fund Representative certificate and knowledge of...
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Advisor, Investment and Financing
2 weeks ago
Sherbrooke, Canada Desjardins Group Full timeAdvisor, Investment and Financing page is loaded **Advisor, Investment and Financing**remote typeThe work arrangement for the position is full-time on-site work locationsSherbrookeCaisse Desjardins du Lac-MemphrémagogCaisse Desjardins des Verts-Sommets de l'EstrieCaisse Desjardins de Lac-Mégantic–Le GranitCaisse Desjardins des Deux-Rivières de...
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Advisor, Investment and Financing
1 week ago
Sherbrooke, Canada Desjardins Group Full timeAdvisor, Investment and Financing page is loaded **Advisor, Investment and Financing**remote typeThe work arrangement for the position is full-time on-site work locationsSherbrookeCaisse Desjardins du Lac-MemphrémagogCaisse Desjardins des Verts-Sommets de l'EstrieCaisse Desjardins de Lac-Mégantic–Le GranitCaisse Desjardins des Deux-Rivières de...
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Sherbrooke, Canada Desjardins Group Full timeA major financial cooperative in Canada is seeking a Personal Finance Advisor in Sherbrooke, Estrie. You will develop relationships with clients, providing guidance on financial strategies and investments, while managing their satisfaction and maintaining service quality. Candidates should hold a Bachelor's degree and have at least one year of relevant...
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Sherbrooke, Canada Desjardins Group Full timeA major financial cooperative in Canada is seeking a Personal Finance Advisor in Sherbrooke, Estrie. You will develop relationships with clients, providing guidance on financial strategies and investments, while managing their satisfaction and maintaining service quality. Candidates should hold a Bachelor's degree and have at least one year of relevant...
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Analyst, Corporate Finance, Fall 2025
2 weeks ago
Sherbrooke, Canada MNP Corporate Finance Inc Full timeInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Corporate Finance team as an Analyst. This diverse team of professionals maximizes our clients’ potential so they can seize opportunities as they...
