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
*
#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
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Debt management
Notions of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Policies, legislation and standards related to products and services offered by the caisse
Desjardins business processes
Service standards
Techniques used to assess and monitor individual financing applications
#MVT4
Personal Finance Advisor • nord de Montréal,Caisse Desjardins du Centre
Join a dynamic team as a Client-Centric Personal Finance Advisor, where you’ll foster lasting relationships with clients.This role focuses on providing personalized financial solutions tailored to ... Show more
What if you could redefine what's possible?.We are the home of ambitious, passionate, and innovative world shapers.With an unmatched breadth and depth of engineering, advisory and science‑based exp... Show more
TD is seeking a Personal Banker for future opportunities in Downtown/Brossard, Montreal.The role focuses on connecting with customers to assist them in achieving their financial goals through sound... Show more
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.They make an impact in their communities providing advice and impl... Show more
Become an Insolvency Advisor at BDO in Ottawa, delivering empathetic personal debt solutions and fostering trust with clients.Engage in meaningful outreach and support for community financial healt... Show more
Job InformationJob Type: Full-TimeVacancy Status: This posting is for an existing vacancyTarget Salary Range: $57,000 - $65,000Scope of PositionThe Personal Banking Advisor (PBA) is responsible for... Show more
A leading bank in Canada is seeking a Banking Advisor who will engage with clients to provide advice on personal and small business needs.The ideal candidate will have a college diploma or equivale... Show more
Led by Camille Estephan, Diligence Wealth Management has earned recognition as the top-performing office within the Manulife Wealth Inc.Canada, consistently, and by a wide margin.That level of perf... Show more
A leading financial institution in Canada seeks a Banking Advisor in Montreal to provide personalized service to clients, helping them with their banking needs.You will advise on investments, mortg... Show more
Une institution financière majeure recherche un(e) Associé(e) en services bancaires personnels à Montréal.Les responsabilités incluent l'engagement avec les clients pour leurs opérations bancaires ... Show more
This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Show more
Senior Account Advisor - Personal Lines.Be among the first 25 applicants.Senior Account Advisor - Personal Lines.We are seeking a talented individual to join our Account Management team at Marsh as... Show more
Location: Montreal, QC (Hybrid - 4 days/week in the office).Duration: 06 Months Contract on T4 (possibility of extension or temporary to permanent).Bilingualism (French/English): Bilingual - Both w... Show more
Advance your career as a Personal Finance Advisor at Desjardins, located in the South Shore of Montreal.Help clients navigate their financial decisions with confidence.In this advisory role, you wi... Show more
Become a successful entrepreneur?.Play a defining role in people's lives?.To be recognized for your consulting service?.Go ahead, take charge of your professional future!.Becoming a financial secur... Show more
A major Canadian bank is seeking an Investment and Personal Banking Specialist in Montreal.The role focuses on building strong customer relationships and providing expert financial advice to client... Show more
A leading financial institution in Montreal, Quebec, is seeking a dedicated Financial Advisor to enhance client relationships and achieve sales targets.The role involves building comprehensive fina... Show more
RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Show more
Become a Junior Wealth Management Advisor and enjoy an entrepreneurial journey.Benefit from structured mentorship while developing your own client-focused practice.Ideal for individuals passionate ... Show more
A prominent financial institution in Montreal seeks a Banking Advisor to provide personalized service to personal and small business clients.Responsibilities include advising on financial products,... Show more
