Personal Finance Advisor

As a Personal Finance Advisor, you are responsible for developing and maintaining a lasting and trust-based business relationship with members and clients to ensure their satisfaction. You actively participate in the development and maintenance of business relationships with a loyal clientele in your field. You analyze and handle complex client requests or promote and sell specialized products and services that meet their needs, leveraging your ability to achieve results. You ensure consistency between sales objectives, healthy and prudent risk management, profitability, and client satisfaction. You engage with a clientele representing potential development for your sector. You analyze the needs of members and clients and participate in the development and implementation of tailored solutions and present integrated service offers. You play a consulting and advisory role with current or potential members and clients. You represent the company in agreements with the clientele and have opportunities to establish and negotiate terms related to products and services, in accordance with applicable standards and procedures. Mastery of interpersonal relationships becomes an essential skill. More specifically, you will be required to:

• Establish a consulting relationship by identifying current or potential needs and fostering client retention
• Advise members and clients on the best solutions or strategies and agree on the desired results
• Analyze and respond to complex client needs, process requests, and ensure the required follow-ups
• Collect, gather, and analyze information, prepare reports, and recommendations
• Act as a portfolio manager. Assess service satisfaction and quality, ensure follow-ups, and implement required improvements
• Conduct market vigilance to stay aware of opportunities, trends, and best practices in your field.

What we offer

• Competitive salary and annual bonuses
• 4 flexible weeks of vacation starting in the first year
• Defined benefit pension plan that ensures a predictable and stable income throughout retirement
• Collective insurance plan including telemedicine services
• Reimbursement of health, well-being, and telework equipment expenses
• Benefits are applicable based on eligibility criteria.

What you will bring

• College diploma (DEC technical) in an appropriate discipline
• Minimum of three years of relevant experience
• Please note that other combinations of education and relevant experience may be considered
• Commitment to obtaining the collective investment representative certificate (pre-requisite training offered by Desjardins)
• French language proficiency required
• Advanced English proficiency due to the nature of tasks, work tools, or interactions with English-speaking partners or members and clients
• Availability for travel in the Quebec-Portneuf region, up to 60 km from your residence 🚗
• Valid driver's license
• Availability to work one evening per week

Appreciate differences, Learn with agility, Be client-oriented, Be action-oriented, Master interpersonal relationships, Achieve results

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Union (if applicable)

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming all individuals, considering and valuing them for who they are, enriching ourselves from their differences and uniqueness, and, above all, offering them a work environment where they will feel at home. For us, discrimination, in any form, is a zero-tolerance policy! We believe in the importance that our teams reflect the diversity of our members, clientele, and the communities we serve.

If you need assistance to make the recruitment process or the position more accessible, please let us know. Accommodation measures will be offered to those who request them at any stage of the recruitment process.

Job Family

Member and Client Services - Sales (GF)

Closing Date 2026-06-8