Personal financial advisor
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Before you apply
LocationSaint-Jean-sur-Richelieu; Farnham; Richelieu; Chambly; Beloeil; Granby; Saint-Hyacinthe
Work modehybrid
DepartmentMember/client sales and service
Company size10,000+ people
PostedMay 14, 2026 · 5mo ago
Verified live7h ago
At a glanceSummarised by Seekless from the posting.
Passionate about finance
Motivated by connecting with others
Naturally good at supporting people in their life projects
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 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
Represent our financial institution to partners and the public by participating in community activities
Benefits
Competitive salary
Annual bonus
Flexible vacation
Pension plan
Group insurance
Telemedicine
Health and wellness reimbursement
Telework equipment reimbursement
Several opportunities are currently available in Richelieu-Yamaska region📍
About the role
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:
Responsibilities
•
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.
About the company
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)