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Finance manager Jobs in Saint-Jerome, QC
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Finance manager • saint jerome qc
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Personal Finance Advisor
DesjardinsBlainville, QC, CanadaLease Administrator
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Bell FlightMirabel, Quebec, CA- Orangeville, ON (from $ 192,573 to $ 208,011 year)
- Renfrew, ON (from $ 93,620 to $ 208,011 year)
- Dieppe, NB (from $ 194,340 to $ 199,388 year)
- Kenora, ON (from $ 120,000 to $ 198,593 year)
- Timmins, ON (from $ 79,545 to $ 197,454 year)
- Leduc, AB (from $ 148,095 to $ 197,132 year)
- Calgary, AB (from $ 120,000 to $ 196,766 year)
- Woodstock, ON (from $ 99,938 to $ 196,709 year)
- Longueuil, QC (from $ 96,250 to $ 196,457 year)
- London, ON (from $ 107,500 to $ 196,434 year)
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Personal Finance Advisor
DesjardinsBlainville, QC, Canada- Full-time
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The work mode arrangement for the position is full-time on site for the first year, then hybrid.
Required
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
What You Bring To The Table
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
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Trade Union (If applicable)
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member / client sales and service (FG)
Unposting Date
2025-06-19
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
Industries
Banking
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