Desjardins is a North American financial cooperative serving individuals, businesses, and communities across Canada. Its offerings span personal and business banking, credit cards, mortgages, loans, savings and investments, and auto and home insurance. The organization combines financial and insurance services with a cooperative model that gives members a role in decision-making, while emphasizing responsible investment, local economic support, community involvement, and youth development.
Full-Time Personal Finance Advisor – Terrebonne (Hybrid)
Guide Desjardins members and clients toward their financial goals through tailored advice and integrated solutions. Recommend investments, loans, and insurance while building trusted relationships and balancing client needs with business objectives.
Description
- Build and sustain trusted relationships with members and clients
- Understand each client’s financial situation and provide relevant advice
- Help members and clients select solutions aligned with their financial goals
- Recommend effective strategies and clarify their expected outcomes
- Manage relationships while monitoring satisfaction and service quality
- Follow up with clients and identify opportunities to improve service
- Keep current with financial services developments, market trends, and industry best practices
- Take part in outreach initiatives and represent the caisse in the community
- Recommend investment, lending, and insurance products
- Collaborate with partners and specialists to develop integrated strategies
- Balance client satisfaction, business priorities, profitability, and prudent risk management
Requirements
- Bachelor’s degree in a related discipline
- At least one year of relevant experience
- Equivalent combinations of education and relevant experience may be considered
- Mutual fund representative certificate issued by the Autorité des marchés financiers
- French-language proficiency is required
- Demonstrated initiative and action orientation
- Strong customer focus
- Ability to deliver results
- Effective interpersonal skills
- Adaptability and willingness to learn
Benefits
- Competitive compensation with an annual bonus
- Four weeks of flexible vacation from the first year
- Defined benefit pension plan offering predictable retirement income
- Group insurance plan with telemedicine coverage
- Reimbursement for health and wellness expenses and telework equipment
- Accommodation is available throughout the recruitment process