Personal Financial Advisor – Hybrid in Beloeil

Personal Financial Advisor – Hybrid in Beloeil

Beloeil Full-Time 67500 - 82500 $ / year (est.) Hybrid
D

At a Glance

  • Tasks: Help clients with savings, mortgages, and insurance while building strong relationships.
  • Company: Desjardins, a leader in financial services with a focus on community.
  • Benefits: Competitive pay, annual bonuses, pension plan, and comprehensive benefits.
  • Other info: Join a diverse team that values equity and inclusion.
  • Why this job: Make a real difference in people's lives while enjoying flexible work options.
  • Qualifications: Customer-focused attitude and knowledge of financial markets.

The predicted salary is between 67500 - 82500 $ per year.

Desjardins in Beloeil is seeking a Personal Finance Advisor to support members with savings, mortgages and insurance needs.

You’ll advise on tailored financial plans, grow client relationships, and contribute to community activities.

A customer‑focused attitude and knowledge of markets help anticipate client needs.

Join a team that values equity, diversity and inclusion, with competitive compensation, annual bonus, pension, and comprehensive benefits. Hybrid work options are available.

#J-18808-Ljbffr

Personal Financial Advisor – Hybrid in Beloeil employer: Desjardins

Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.

D

Contact Details:

Desjardins Recruitment Team

We think you need these skills to ace Personal Financial Advisor – Hybrid in Beloeil

Communication Skills
Problem-Solving Skills
Adaptability
Attention to Detail
Time Management
Client Relationship Management
Team Collaboration