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:
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
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Please note that 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
Equity, Diversity, Inclusion and Accessibility
#LI-Hybrid
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!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)
Unposting Date
2026-10-30
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Personal Finance Advisor in Victoriaville employer: Desjardins Technology Group
Desjardins is an exceptional employer that prioritizes employee growth and development, offering a competitive salary, flexible vacation, and a defined benefit pension plan. With a strong commitment to equity, diversity, and inclusion, Desjardins fosters a collaborative work culture where employees are empowered to build effective teams and enhance their skills while serving the community. As a Market Development Manager, you will play a pivotal role in shaping business strategies and ensuring high-quality service for members and clients, all within a supportive environment that values your contributions.
Contact Details:
Desjardins Technology Group Recruitment Team
