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 • Laurent,Saint,Cartierville,Caisse Desjardins de Bordeaux
Advance your expertise as a Principal Advisor at National Bank's Centre d'expertise de Gestion privée 1859, focusing on estate planning and tax advisory roles.This position allows you to empower ad... Show more
Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f... Show more
May 14 2025Permanent, full-time positionLike us, you are passionate about cars.With a natural gift for human relations and selling, you like to meet people and show a concern to offer them products... Show more
A career as an expert advisor in the team of the Centre d'expertise de Gestion privée 1859, at National Bank, means acting as a financial planner and tax specialist for GP1859's clients.This job al... 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
Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more
As a Project Financial Advisor, you’ll support the financial health of projects that shape communities.You’ll help bring clarity and consistency to project financials—making it easier for project t... Show more
Req#JR00034450 FC096 Pointe-Claire.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 co... 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
A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more
Wealth Advisor/Financial Planner (Fidelity Canada).Wealth Advisor/Financial Planner.Current work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you ... 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
Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America.Let your career take flight by joining our diverse and vibrant team at the... Show more
Advisory services, Commercial banking.A career as an expert advisor in the team of the Centre d'expertise de Gestion privée 1859, at National Bank, means acting as a financial planner and tax speci... 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
Pursue a fulfilling role as a Wealth Advisor at CC&L Private Capital, one of Canada’s foremost independent investment managers.This unique opportunity allows you to craft personalized financial str... 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
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
Many opportunities are currently available in Laval area.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address e... Show more
