Personal finance advisor

Job summary

You will develop and maintain trusting relationships with clients to provide tailored financial advice and integrated strategies. Additionally, you will drive results by recommending investments, loans, and insurance products while ensuring sound risk management.

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 French is required Drive results, Interpersonal Savvy 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 2026-10-6

What you’ll do

You will develop and maintain trusting relationships with clients to provide tailored financial advice and integrated strategies. Additionally, you will drive results by recommending investments, loans, and insurance products while ensuring sound risk management.

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 and proficiency in French are 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

• Risk Management · Preferred
• Communication · 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
• Interpersonal savvy
• Market trends analysis
• Client satisfaction
• Strategic planning
• Communication
• Financial services

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support