Personal Finance Advisor helping Desjardins members and clients achieve financial goals. Advising on and selling loans, insurance, and integrated financial solutions.
About the role
- Personal Finance Advisor developing client relationships for Desjardins, a financial services cooperative. Recommending investments, loans, insurance, and integrated strategies.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and offer advice suited to their financial situation
- Help members and clients choose appropriate solutions to meet their financial goals
- Work with individual members and businesses
- Recommend investments, loans and insurance products
- Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on the best strategies and identify expected results
- Manage business relationships and 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
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Personal finance advisor at Desjardins, helping members and clients achieve financial goals through tailored advice. Managing relationships and recommending financing and insurance solutions.
Operating Partner advising Fireclay Partners, a middle - market M&A and buy - side advisory firm. Providing sector intelligence, operational diligence, sourcing introductions, and sponsor engagement support.
Vice President leading FP&A for EverCommerce, a global service - commerce SaaS platform, supporting EverHealth’s planning, forecasting, reporting, and strategic decisions.
Investment banking experts supporting Mercor’s AI - lab partners through financial modeling and analysis. Remote contract work training and enhancing frontier AI systems.
Vice President leading FP&A for EverHealth, EverCommerce’s healthcare software business. Owning forecasts, financial planning, executive reporting, and strategic decision support across the vertical.
Finance and investor - relations expert reviewing documents for Mercor’s AI training projects. Providing structured feedback to improve frontier AI systems.
Financial Accounting Clerk supporting Coulson Aviation’s aerial firefighting operations. Preparing invoices, reconciliations, journal entries, and reports for Coulson Group’s multi - entity Finance team.
Corporate financial reporting manager overseeing IFRS close, consolidations, audits, and Board reporting. Supporting GESI’s North American liquid waste, industrial cleaning, and soil remediation services.
Senior Financial Analyst overseeing expense management, budgeting, reporting, and profitability analysis for Sun Life’s Group Retirement Services. Building financial insights and dashboards for Canadian business partners.