Personal Finance Advisor
2 weeks ago
As 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 goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to: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 communityWhat we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment* What you bring to the tableBachelor's degree in a related fieldA minimum of one year of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredKnowledge of current financial, economic, political and legislative eventsAll products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitorsDebt management Notions of compliance with legislation respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesPolicies, legislation and standards related to products and services offered by the caisseDesjardins business processesService standardsTechniques used to assess and monitor individual financing applicationsAction oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learningTrade Union (If applicable)CAISSE SOLIDAIRE DESJARDINS (92276 / Conv_Col_00109) (2018-01-01 - )
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Personal Finance Advisor
2 weeks ago
La Baie, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site As 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...
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Personal Finance Advisor
2 weeks ago
Metabetchouan-Lac-a-la-Croix, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 110, rue Saint-André, Métabetchouan-Lac-à-la-Croixtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2515168As a personal finance advisor, you’re responsible for developing and...
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Personal Finance Advisor
2 weeks ago
Métabetchouan–Lac-à-la-Croix, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 110, rue Saint-André, Métabetchouan-Lac-à-la-Croixtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2515168As a personal finance advisor, you’re responsible for developing and...
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Personal Finance Advisor
2 weeks ago
La Baie, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site As 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...
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Personal Finance Advisor
3 days ago
Metabetchouan-Lac-a-la-Croix, 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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Saint-François-de-la-Rivière-du-Sud, Canada Desjardins Group Full timeA financial services organization in Canada is seeking a full-time advisor for investment and financing. Responsibilities include attending to members' needs, developing financial strategies, and managing client relationships. The role demands a strong commitment to high-quality service and the ability to assess client satisfaction. Benefits include a...
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Banking Advisor
3 weeks ago
La Pocatiere, Canada National Bank of Canada Full timeCompensation: Between $49000 - $60700 per year A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people‑centric experience...
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Banking Advisor
4 days ago
La Pocatière, Canada National Bank Full timeAttendance On-Site Job number 29096 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 22-Oct-2025 $ 49000 $ 60700 Salary: $ 49000 - $ 60700 per year Area(s) of interest: Advisory services, Personal banking Location(s): La Pocatiere A career as a Banking Advisor at National...
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Banking advisor
3 weeks ago
La Prairie, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric...
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Banking advisor
3 weeks ago
La Prairie, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric...
