Desjardins Logo

Desjardins

Personal Finance Advisor

Reposted Yesterday
Be an Early Applicant
In-Office or Remote
2 Locations
Junior
In-Office or Remote
2 Locations
Junior
The Personal Finance Advisor provides financial guidance to clients, requiring relevant experience and a college diploma, with a focus on customer service and inclusivity.
The summary above was generated by AI

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

Benefits apply based on eligibility criteria.

What you bring to the table

  • College diploma in a related field

  • A minimum of two years of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Knowledge of French is required

Action oriented, Customer Focus, Differences, Nimble learning

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)

Similar Jobs

6 Days Ago
Remote
Québec, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
The Personal Finance Advisor develops relationships with clients, advises on financial strategies, manages satisfaction, and stays updated on industry trends.
9 Minutes Ago
In-Office or Remote
Québec, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Personal Finance Advisor, you advise clients on financial strategies, manage relationships, assess satisfaction, and represent the organization in the community.
Top Skills: Financial ServicesMutual Fund Representative Certification
5 Days Ago
Remote
Québec, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Personal Finance Advisor, you develop relationships with clients, provide financial advice, and recommend appropriate solutions for their financial goals while managing service quality and participating in community outreach.
Top Skills: Compliance LegislationDebt ManagementFinancial Data AnalysisFinancial ServicesMutual Fund Management

What you need to know about the Ottawa Tech Scene

The capital city of Canada and the nation's fourth-largest urban area, Ottawa has proven a rapidly growing global tech hub. With over 1,800 tech companies, many of which are leaders in their sectors, the city's tech talent now makes up more than 13 percent of its total workforce. This growth is driven not only by the big players like UL Solutions and Dropbox, but also by a thriving startup ecosystem, as new businesses emerge to follow in the footsteps of those that came before them.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account