Current jobs related to Personal Finance Advisor - Laval, Quebec - Desjardins

  • Personal Finance Advisor

    2 weeks ago

    Laval, 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...

  • Customer Service Advisor – Surgical Care

    3 days ago

    Laval, Quebec, Canada Lacroix Médecine Privée Full time

    Who are we?With over 15 years of experience and more than 15 clinics regionally, two operating rooms, more than 125 physicians, and more than 250 employees, Lacroix, private medicine, has quickly become the leader in private medicine in Quebec While keeping the flame of its team's passion alive through various development projects, it ensures the sound...

  • Conseiller , Opérations | Advisor, Delivery

    2 weeks ago

    Laval, Quebec, Canada Tesla Full time

    What to ExpectEn tant que Conseiller Tesla, Opérations, votre objectif principal est d'améliorer l'efficacité opérationnelle pour augmenter la productivité du magasin. Le Conseiller Tesla, Opérations accompagne les client(s) après la commande d'un véhicule en collaborant avec des équipes interfonctionnelles pour garantir une expérience...

  • Client Advisor- EN

    3 days ago

    Laval, Quebec, Canada RBC Full time

    Job DescriptionMobility Requirement:Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting.As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and...

  • Senior Communications Advisor

    2 weeks ago

    Laval, Quebec, Canada Intact Full time

    Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.Our employee promise represents Intact's commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to...

  • Business Advisor Specialist, Change Management

    5 days ago

    Laval, Quebec, Canada Intact Full time

    Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.Our employee promise represents Intact's commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to...

  • Senior Manager

    4 days ago

    Laval, Quebec, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Sr. Associate, Social Media

    3 days ago

    Laval, Quebec, Canada Export Development Canada | Exportation et développement Canada Full time

    Application deadline:January 21, 2026Join the EDC TeamAt EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making Canada and the world better through trade.Position:Sr. Associate, Social Media (12-month contract)Employment...

  • Retail Sales Associates

    4 days ago

    Laval, Quebec, Canada MEC Full time

    MEC is more than a store. We're a hub for the outdoor community, a leader in sustainability, and a place where you can be yourself. People come to us to try new things and plan new adventures – and as a store Advisor, you'll be there to help make it all happen.Members (what we call customers) visit us for gear and advice on hiking, camping, climbing,...

  • Directeur(ice) financier(ère)

    3 days ago

    Laval, Quebec, Canada Auto Primo Full time

    Directeur(ice) financier(ère)Auto PrimoRejoignez une équipe dynamique et en pleine croissance Vous êtes passionné, motivé et prêt à faire la différence ? Nous recherchons des talents dynamiques et fiables, capables d'avoir un impact significatif sur nos départements et de contribuer activement à notre succès.Chez Auto Primo, nous valorisons les...

Personal Finance Advisor

2 weeks ago

Laval, Quebec, Canada Desjardins Full time

The 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 situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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

* Benefits apply based on eligibility criteria.

What you bring to the table

  • College diploma in a related field

  • A minimum of two years 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

  • Knowledge of current financial, economic, political and legislative events.

  • Knowledge of 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.

  • Knowledge of the integration of financial data into computer systems.

  • Knowledge of debt management.

  • Knowledge of compliance with legislation respecting the distribution of financial products and services.

  • Understanding of the philosophy and fundamentals of financial services cooperatives.

  • Knowledge of policies, legislation and standards related to products and services offered by the caisse.

  • Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes.

  • Knowledge of service standards.

  • Knowledge of the techniques used to assess and monitor individual financing applications.

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#LI-Onsite

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.

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

Job Family

Member/client sales and service (FG)

Unposting Date