Personal Finance Advisor

Mutual fund representative certificate – Autorité des marchés financiers

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

At Desjardins, we believe in equity, diversity and inclusion.

Trade Union (If applicable)

CAISSE DU CENTRE-EST DE MONTRÉAL (30261 / Conv_Col_00085) (2016-04-07 - )

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

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#LI-Hybrid

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.

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.