Financial Services Advisor

4 weeks ago


Montreal, Quebec, Canada Desjardins Group Full time

The role of a Personal Finance Advisor at Desjardins Group involves developing and maintaining lasting relationships with clients to ensure their financial satisfaction. To achieve this, you will listen to their needs and provide advice tailored to their financial situation, helping them choose solutions that meet their goals.

As a critical member of our team, you will work closely with a diverse client base, leveraging your interpersonal skills to build trust and deliver exceptional results. Your expertise will be essential in recommending investments, loans, and insurance products that align with our clients' needs and goals.

Key Responsibilities:

  • Advise clients on financial strategies and work with them to identify expected outcomes.
  • Manage business relationships, assess client satisfaction, and identify areas for improvement.
  • Stay up-to-date on industry trends and best practices in financial services.
  • Participate in outreach activities and represent Desjardins Group in the community.

What We Offer:

  • Competitive salary and annual bonus
  • Flexible vacation policy
  • Defined benefit pension plan
  • Group insurance, including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Benefits are subject to eligibility criteria.

Requirements:

  • College diploma in a related field
  • Minimum of two years of relevant experience
  • Knowledge of French is required
  • Intermediate advanced proficiency in English due to the nature of the duties or work tools
  • Understanding of the philosophy and fundamentals of financial services cooperatives

At Desjardins Group, we value equity, diversity, and inclusion. We strive to create a positive and inclusive work environment, where everyone feels welcome and valued. If you have any accommodation needs during the recruitment process, please let us know.


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