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Added 13 mins ago
NC
Housing Support Worker
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- Full-time
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Added 43 mins ago
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Personal Finance Advisor
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- Full-time
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Desjardins

Personal Finance Advisor

Repentigny, QC, Canada
Terrebonne, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 21, 2026
Posting language: English
Posted: Nov 5, 2026

Original job description

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.

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

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

2026-11-20

Apply About employer

More about this job

Responsibilities

The advisor is responsible for building trusting relationships with clients to provide personalized financial advice and solutions. They manage a client base by recommending investments, loans, and insurance products while balancing business objectives with prudent 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.

Skills

Financial advising
Relationship management
Investment recommendation
Loan processing
Insurance product knowledge
Risk management
Customer satisfaction
Financial planning
Interpersonal savvy
Market trend analysis
Strategic planning
Communication
Problem solving
Action oriented
Customer focus

Benefits

Competitive salary
Annual bonus
4 weeks of 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

Keywords

Personal Finance Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Mutual Fund Representative
Client Relations
Financial Planning
Hybrid Work
Pension Plan
Telemedicine
Market Trends
Business Development

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