Personal Finance Advisor

13 hours ago

Boucherville, Canada Desjardins Full time

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 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
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate - Autorité des marchés financiers
- Knowledge of French is required
- 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
- 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
- Available for travel within the territory of Caisse Desjardins Des Patriotes
- Available 5 days a week, including one evening of work

Drive results, Interpersonal Savvy

Curious about this profession? Click here

LI-Hybrid

**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.

**Job Family**

Member/client sales and service (FG)
**Unposting Date**

2025-07-19

  • Personal Finance Advisor

    2 weeks ago

    Boucherville, Quebec, Canada Desjardins Full time

    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...

  • Advisor, Investment and Financing

    3 days ago

    Boucherville, Canada Desjardins Group Full time

    Several opportunities are currently available in the greater Montérégie region.As an advisor in 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...

  • Banking Advisor

    1 week ago

    Boucherville, Canada National Bank of Canada Full time

    **Primary Locations**: **Boucherville, Quebec** **Employee Status**: **Regular** **Schedule**: **Part-time** **Hours Number**: **35** As a Banking Advisor at the National Bank, you'll 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 provide...

  • Branch Advisor

    1 week ago

    Boucherville, Canada National Bank of Canada Full time

    **Primary Locations**:Boucherville, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Branch Advisor at the National Bank in Boucherville, you'll live up to 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...

  • Banking Advisor

    5 days ago

    Boucherville, Canada National Bank of Canada Full time

    **Primary Locations**:Boucherville, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: As a Banking Advisor at the National Bank, you'll 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 provide high-quality...

  • Banking advisor

    2 weeks ago

    Boucherville, Canada NBC Full time

    Attendance On-Site Job number 25590 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 19-Mar-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Location: Boucherville, Quebec City Boucherville Province/State Quebec Area(s) of interest: Advisory services, Personal...

  • Regional Cfo, Vp Finance

    7 days ago

    Boucherville, Canada SYSCO FOOD SERVICES Full time

    **Regional CFO, Vice President Finance** Reports To Regional President Location Boucherville, QC Type Full time Closing Date November 23, 2024 **Company Overview** Sysco connects the world to share food and care for one another. Sysco leads from the heart of food and service to deliver the freshest of foods and ideas to restaurants, healthcare and...

  • Parts Advisor

    2 days ago

    Boucherville, Canada Thermo King Eastern Canada Full time

    Want to work with an industry leader in transport refrigeration? Discover what it means to work with one of the worlds most innovative and diversified companies. Thermo King Eastern Canada sells services and reconditions all major brands of transport equipment to manage temperature control environments for food and other perishables. We are a fast growing...

  • Personal Banker

    2 days ago

    Boucherville, Canada BMO Financial Group Full time

    1001 boul Montarville, Unit 34 Boucherville Quebec,J4B 6P5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the...

  • Health and Safety Instructor/advisor

    1 week ago

    Boucherville, Canada ENERCON Full time

    **Health and Safety Instructor/Advisor**: - Location: Boucherville, Quebec, CA, J4B 7W1- Onsite/Hybrid/Remote: Onsite- ENERCON, a globally renowned company established in Germany 40 years ago, positions itself as a leader in the wind turbine design and manufacturing industry. Our reputation is built on an unwavering commitment to excellence, the adoption of...