Responsibilities
As a personal finance advisor, you develop and maintain lasting and trusting business relationships with members and clients to ensure their satisfaction. You listen to their needs, offer advice that fits their financial situations, and help them choose appropriate solutions to meet their goals. You work closely with a client base that mainly consists of individual members and businesses, so interpersonal savvy is essential. You drive results by recommending investments, loans and insurance products while balancing client satisfaction, business objectives, profitability, and risk management. You collaborate with partners and experts to design integrated strategies that meet member and client needs.

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.

Qualifications

Bachelor's degree in a related field.

Minimum of one year of relevant experience (other combinations of qualifications and relevant experience may be considered).





Mutual fund representative certificate – Autorité des marchés financiers.

Knowledge of French is required.

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.

Benefits

Competitive salary and annual bonus.

Four 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.

Advantages apply based on eligibility criteria.

Equity, Diversity and Inclusion
At Desjardins, we believe in equity, diversity and inclusion. We are committed to welcoming, respecting, and valuing people for who they are as individuals, learning from their differences, and embracing their uniqueness. We provide a positive workplace for all and have zero tolerance for discrimination of any kind. Our teams reflect the diversity of the members, clients, and communities we serve.

If there is something we can do to 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!

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📌 Wealth Management Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City