LogoFresh Jobs Ahead
Desjardins
Desjardins
BankingFinanceInsurance
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.
LinkedIn
Company Jobs

Personal Finance Advisor – Mont-Tremblant (Hybrid)

Advise Desjardins members and businesses on investments, loans, insurance, and broader financial strategies. Build trusted relationships while helping clients pursue their financial goals.

CACanadaHybridFull-timeJuniorEnglish RequiredFrench RequiredFinancial Planning and Analysis

Description

  • Build and strengthen trusted relationships with members and clients
  • Assess financial needs and recommend suitable solutions aligned with individual goals
  • Serve both individual members and business clients
  • Recommend investment, lending, and insurance products
  • Balance client satisfaction, business performance, profitability, and prudent risk management
  • Collaborate with partners and specialists to develop integrated financial strategies
  • Explain recommended strategies and clarify their expected outcomes
  • Manage client relationships and evaluate 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 community outreach and represent the caisse locally

Requirements

  • Bachelor’s degree in a related discipline
  • At least one year of relevant experience
  • Equivalent combinations of qualifications and relevant experience may be considered
  • Mutual fund representative certificate issued by the Autorité des marchés financiers
  • French-language proficiency is required
  • Demonstrated ability to deliver results and build effective relationships.
  • benefits

Benefits

  • Competitive salary with an annual bonus
  • Four weeks of flexible vacation from the first year
  • Defined benefit pension plan offering predictable retirement income
  • Group insurance with telemedicine coverage
  • Reimbursement for health and wellness expenses and telework equipment
  • Benefits are subject to eligibility criteria

Related Jobs