Personal finance Advisor
DesjardinsQuebec, Canada
Posted May 27, 2026
Full Time
About the Company
At Desjardins, we believe in equity, diversity, and inclusion, and are committed to welcoming and valuing people for who they are.
Job Description
As a personal finance advisor, you’ll develop and maintain lasting business relationships with members and clients, offering advice on investments, loans, and insurance products to meet their financial goals.
Requirements
- Advise members and clients on the best strategies
- Manage business relationships and assess member/client 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 and annual bonus
- 4 weeks of flexible vacation
- Defined benefit pension plan
- Group insurance
- Reimbursement of health and wellness expenses and telework equipment
