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.
Personal Finance Advisor - Terrebonne Hybrid
Advise Desjardins members and clients on investments, loans, insurance, and integrated financial strategies. Build trusted relationships while helping clients pursue their financial goals and balancing service quality, profitability, and prudent risk management.
Description
- Build and sustain trusted relationships with members and clients
- Understand their needs and provide advice aligned with their financial circumstances
- Guide members and clients toward solutions that support their financial goals
- Recommend suitable strategies and clarify their expected outcomes
- Manage business relationships while evaluating satisfaction and service quality
- Follow up with members and 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 local community
- Recommend investment, lending, and insurance products
- Collaborate with partners and specialists to develop integrated financial strategies
- Balance member and client satisfaction with business goals, profitability, and prudent risk management
Requirements
- Bachelor’s degree in a relevant discipline
- At least one year of related experience
- Equivalent combinations of relevant qualifications and experience may also be considered
- Mutual fund representative certificate issued by the Autorité des marchés financiers
- French-language proficiency is required
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 coverage, including telemedicine
- Reimbursement for health and wellness expenses and telework equipment