Personal Finance Advisor

Job summary

The advisor is responsible for building trusting relationships with clients to provide personalized financial advice and solutions. They manage investment, loan, and insurance portfolios while balancing client satisfaction with business profitability and risk management.

Job details

Temporary 11 months position. The work mode arrangement for the position is full-time on site. 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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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-Onsite What you bring to the table College diploma in a related field A minimum of two years 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 Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients 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 2026-09-25

What you’ll do

The advisor is responsible for building trusting relationships with clients to provide personalized financial advice and solutions. They manage investment, loan, and insurance portfolios while balancing client satisfaction with business profitability and risk management.

Requirements

Candidates must hold a college diploma in a related field and possess at least two years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required, along with proficiency in both French and English.

Benefits

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

Listed skills

• Risk Management · Preferred
• Sales · Preferred
• Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial advising
• Relationship management
• Investment recommendation
• Loan processing
• Insurance products
• Risk management
• Customer satisfaction
• Interpersonal savvy
• Market trend analysis
• Financial strategy
• Communication
• Sales
• Service quality assessment
• Action Oriented
• Experimental Learning
• Business Objectives
• Investments
• Customer Service
• English Language
• Equities
• Financial Services
• French Language
• Insurance Products
• Loans
• Risk Management
• Market Trend
• Personal Finance
• Telehealth

Job areas

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