Personal Finance Advisor

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. Your role is to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You work closely with a client base of individual members and businesses, and you drive results by recommending investments, loans and insurance products.

• 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

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, reliable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria

• Bachelor's degree in a related field
• A minimum of one year of relevant experience (other combinations of qualifications may be considered)
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required
• Available to work one evening per week

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

At Desjardins, we believe in equity, diversity and inclusion. We are committed to welcoming, respecting and valuing people for who they are, learning from our differences, embracing uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind.

If there’s something we can do to 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.

Member/client sales and service (FG)