Personal Finance Advisor
DesjardinsQuebec, Canada
Posted May 21, 2026
Full Time
About the Company
Desjardins serves as a leading cooperative financial group, committed to offering diverse, reliable financial solutions.
Job Description
As a personal finance advisor, you'll develop and maintain lasting business relationships with members and clients, providing advice on financial situations and solutions to meet their goals.
Requirements
- Advise members and clients on financial strategies
- Manage business relationships and assess satisfaction
- Stay up-to-date on the financial services industry and market trends
- Participate in outreach activities and represent the caisse in the community
Benefits
- Competitive salary
- Annual bonus
- 4 weeks of flexible vacation
- Defined benefit pension plan
- Group insurance
- Reimbursement of health and wellness expenses
- Reimbursement of telework equipment
