Personal Financial Advisor

Desjardins

Personal finance advisor at Desjardins supporting members in their financing, savings, and insurance needs. Responsible for advising clients on strategies and tracking market trends.

Posted 5/15/2026full-timeSaint-Lambert • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Meet the savings and credit needs of members, including mortgages
Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement
Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals
Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients’ needs
Proudly represent our financial institution to our partners and the public by participating in community activities

Requirements

What you’ll need

Passionate about finance
Excellent interpersonal skills
Ability to advise clients on financing, savings, and insurance needs

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

interpersonal skillsadvising clientsrelationship managementservice quality assessmentfinancial goal setting