Personal finance advisor

Job summary

The personal finance advisor is responsible for building trusting relationships with clients to provide tailored financial advice and solutions. They drive business results by recommending investments, loans, and insurance products while ensuring sound risk management and client satisfaction.

Job details

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. #LI-Hybrid 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 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 Desjardins business processes Service standards Techniques used to assess and monitor individual financing applications Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Equity, Diversity, Inclusion and Accessibility 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! Trade Union (If applicable) Job Family Member/client sales and service (FG) Unposting Date 2026-10-9

What you’ll do

The personal finance advisor is responsible for building trusting relationships with clients to provide tailored financial advice and solutions. They drive business results by recommending investments, loans, and insurance products while ensuring sound risk management and client satisfaction.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Benefits

• Competitive salary • Annual bonus • 4 weeks of flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Telework equipment

Listed skills

• Compliance · Preferred
• Risk Management · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Debt management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial advising
• Relationship management
• Investment recommendation
• Loan management
• Insurance products
• Risk management
• Customer satisfaction
• Financial planning
• Debt management
• Market trends analysis
• Interpersonal savvy
• Compliance
• Financial services
• Business development
• Communication
• Business Process
• Risk Management
• Investments
• Financial Services
• Economics
• Sales
• Customer Service
• Equities
• Business Objectives
• Market Trend
• Service Standards
• Legislation
• Loans
• Action Oriented
• Telehealth
• Experimental Learning
• Insurance Products
• Debt Management Planning
• Personal Finance

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership
• Personal Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors