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Personal Finance Advisor

  • Montreal, QC, Canada
  • Drummondville, QC, Canada
  • Quebec, QC, Canada
  • Saint-Hyacinthe, QC, Canada
  • Trois-Rivières, QC, Canada
  • Sherbrooke, QC, Canada
  • Granby, QC, Canada
  • Complexe Desjardins Montréal, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Job details

Job type
Full-time
Posting language
English
Posted

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Original job description

Archived listing. The details below describe a past opening.

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.

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

  • Knowledge of French is required

Action oriented, Customer Focus, Differences, 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!

Job Family

Member/client sales and service (FG)
More about this job

Responsibilities

Provide financial advisory services to members and clients to help them achieve their financial goals. Maintain a strong customer focus while delivering high-quality service and support.

Requirements

Requires a college diploma in a related field and a minimum of two years of relevant experience. Candidates must possess strong interpersonal skills and a customer-oriented mindset.

Skills

  • Personal finance
  • Customer focus
  • Action oriented
  • Nimble learning
  • Communication
  • Financial advisory

Benefits

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

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Customer Service & Support
  • Sales

Keywords

  • Personal Finance
  • Financial Advisor
  • Customer Service
  • Pension Plan
  • Telemedicine
  • Hybrid Work
  • Financial Services
  • Client Relations
  • Equity
  • Diversity
  • Inclusion
  • Accessibility

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