Personal Finance Advisor

1 week ago

SainteCroix, 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

* Benefits apply based on eligibility criteria.

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

  • 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

  • Techniques used to assess and monitor individual financing applications

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

#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.

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

  • Personal Finance Advisor

    6 days ago

    Sainte-Thérèse, Canada Desjardins Full time

    Join to apply for the Personal Finance Advisor role at Desjardins. Be among the first 25 applicants. Responsibilities 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,...

  • Trusted Personal Finance Advisor

    6 days ago

    Sainte-Thérèse, Canada Desjardins Group Full time

    A leading financial services provider in Canada is seeking a Personal Finance Advisor to develop strong client relationships and recommend appropriate financial solutions. Responsibilities include advising clients, managing satisfaction, and participating in community outreach. A Bachelor's degree and relevant experience are required, along with the ability...

  • Personal Finance Advisor, Assigned

    6 days ago

    Sainte-Marie, 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...

  • Personal Finance Advisor

    5 days ago

    Sainte-Thérèse, Canada Desjardins Group 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...

  • Personal Finance Advisor, Assigned Clientele

    6 days ago

    Sainte-Marie, Canada Desjardins Full time

    Temporary position for 13 months 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...

  • Personal Finance Advisor

    15 hours ago

    Metabetchouan-Lac-a-la-Croix, 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...

  • Personal Finance Advisor: Grow Client Wealth

    6 days ago

    Sainte-Thérèse, Canada Desjardins Full time

    A leading financial institution in Laurentides, Sainte-Thérèse is seeking a Personal Finance Advisor. The role involves building relationships with members and clients, delivering tailored financial advice to help achieve their goals. Candidates must have a bachelor's degree and relevant experience, alongside knowledge of financial products. Offering a...

  • Personal Finance Advisor

    6 days ago

    Métabetchouan–Lac-à-la-Croix, Canada Desjardins Full time

    1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Responsibilities Advise members and clients on 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...

  • Advisor, Investment and Financing

    5 days ago

    Sainte-Julie, Canada Desjardins Group Full time

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

  • Advisor, Investment and Financing

    4 days ago

    Sainte-Claire, Canada Desjardins Full time

    Join to apply for the Advisor, Investment and Financing role at Desjardins Many opportunities are currently available in the Chaudière-Appalaches region. 📍 Required Attend to members’ investment and financing needs while ensuring quality service Develop strategies and offer investment, financing and insurance products Manage business relationships,...