Personal Finance Advisor job opportunity at Desjardins Group.

Home Jobs In Canada Tag: Job Personal Finance Advisor position at Desjardins Group


DateMore Than 30 Days Ago bot
Desjardins Group Personal Finance Advisor
Experience: General
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeBachelor's (B.A.)
loacation Lévis, Canada
loacation Lévis....Canada

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 Representative’s certificate in damage insurance (AMF) Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Trade Union (If applicable) 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! Job Family Member/client sales and service (FG) Unposting Date 2026-02-25

Other Ai Matches

Associate Director, Treasury Modelling Applicants are expected to have a solid experience in handling Treasury Modelling related tasks
Senior Advisor, Legal and regulatory compliance Applicants are expected to have a solid experience in handling Legal and regulatory compliance related tasks
Advisory Agent, Member and Client Experience Applicants are expected to have a solid experience in handling Member and Client Experience related tasks
Wealth Management Advisor Applicants are expected to have a solid experience in handling Job related tasks
Desjardins Business centre careers Applicants are expected to have a solid experience in handling Job related tasks
Senior Advisor, Legal affairs Applicants are expected to have a solid experience in handling Legal affairs related tasks
Wealth Management Advisor Applicants are expected to have a solid experience in handling Job related tasks
Technician, Product administration Applicants are expected to have a solid experience in handling Product administration related tasks
Internship, Security Sector, Summer 2026 Applicants are expected to have a solid experience in handling Security Sector, Summer 2026 related tasks
Market Development Manager Applicants are expected to have a solid experience in handling Job related tasks
Managing Director, Medium Term Funding Applicants are expected to have a solid experience in handling Medium Term Funding related tasks
Advisor, Investment and Financing Applicants are expected to have a solid experience in handling Investment and Financing related tasks
Disability Case Manager Applicants are expected to have a solid experience in handling Job related tasks
Senior Advanced Analytics Advisor, Practice Development Applicants are expected to have a solid experience in handling Practice Development related tasks
Personal Finance Advisor Applicants are expected to have a solid experience in handling Job related tasks
Personal Finance Advisor Applicants are expected to have a solid experience in handling Job related tasks
Financial services Agent, Clientele Applicants are expected to have a solid experience in handling Clientele related tasks
Advisor, Investment and Financing Applicants are expected to have a solid experience in handling Investment and Financing related tasks
Personal Finance Advisor Applicants are expected to have a solid experience in handling Job related tasks
Wealth Management Advisor Applicants are expected to have a solid experience in handling Job related tasks
Practice Leader, Management support and expertise support Applicants are expected to have a solid experience in handling Management support and expertise support related tasks
Business Analyst, Business strategies Applicants are expected to have a solid experience in handling Business strategies related tasks
Group Service Representative Applicants are expected to have a solid experience in handling Job related tasks