Desjardins Jobs

Personal financial advisor

Desjardins

Personal financial advisor

Reposted One Month Ago

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In-Office

Farnham, Waverley, Surrey, England, GBR

Entry level

In-Office

Farnham, Waverley, Surrey, England, GBR

Entry level

As a Personal Financial Advisor, you will support clients with financing, savings, and insurance needs, providing tailored advice and managing client relationships.

The summary above was generated by AI

Several opportunities are currently available in Richelieu-Yamaska region📍

Make a real difference in the financial lives of our members. 💚

Are you passionate about finance, motivated by connecting with others and naturally good at supporting people in their life projects? If so, this position is for you!

▶️ As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You’re the person they trust, who understands their goals, offers good advice and guides them toward financial solutions that are right for them. More specifically, you will be required to:

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.

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.

#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!

Job Family

Member/client sales and service (FG)

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