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Full-time
bachelor degree, professional certificate
Competitive salary, Annual bonus, 4 weeks of flexible vacation, Defined benefit pension plan, Group insurance, Telemedicine
Posted 6d ago
Apply by Aug 24
~40 hrs/week
Responsibilities
You will develop and maintain trusting relationships with members and clients to provide tailored financial advice and solutions. Your role involves driving results through the recommendation of investments, loans, and insurance products while balancing business objectives and risk management.
Requirements
Candidates must hold a bachelor's degree in a related field and possess at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.
Full 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 mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. 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.
#LI-Hybrid
What you bring to the table
Bachelor's degree in a related field
A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
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
2026-08-23
Related keywords
Personal Finance AdvisorFinancial ServicesInvestmentsLoansInsuranceRisk ManagementClient RelationsBusiness DevelopmentMutual Fund RepresentativeAutorité des marchés financiersFinancial PlanningStrategic AdviceHybrid WorkPension PlanTelemedicineMarket Trends
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Offices: 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA · 11 King St W, Toronto, ON M5H 4C7, CA · 110 9 Ave SW, Calgary, AB T2P 0T1, CA · 1 Complexe Desjardins, Montreal, QC H2X, CA
How many Management & Leadership jobs are open in Quebec, Canada right now?
There are currently 690 open management & leadership positions in Quebec, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Quebec, Canada?
Companies currently hiring include TEHORA inc., Deric, Loblaw Companies Limited, Solution SFT, CIMA+, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Quebec, Canada?
Yes — 283 of the 690 open management & leadership positions offer remote or hybrid work (74 remote, 209 hybrid).
How do I apply for Management & Leadership jobs in Quebec, Canada?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.