Posted 6 months ago
Personal financial advisor
@ Desjardins
Vaudreuil-Dorion, Quebec
Overview
Desjardins is hiring a full-time personal financial advisor in Western Montérégie to support members and clients with financing, savings and insurance needs, including mortgages. The role involves advising on personalized financial goals, managing client relationships and staying current on market trends. The posting offers a competitive salary with annual bonus, four weeks of vacation, a defined benefit pension and group insurance, with a hybrid work arrangement.
Responsibilities:
- Meet savings and credit needs of members, including mortgages
- Manage business relationships and assess service quality
- Advise members on personalized financial strategies and goals
- Track market trends and best practices
- Represent the institution in community activities
Requirements summary:
- Passion for finance
- Motivation to connect with others
- Ability to support people in their life projects
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-05-13
- First seen by our source
- 2026-10-10
- Source record updated
- 2026-10-18
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Finance & accounting |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: minimal |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Performance bonus, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Desjardins
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
- LinkedIn followers
- 379,882
- People associated on LinkedIn
- 43,673
- Reported office locations
- 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
- 11 King St W, Toronto, ON M5H 4C7, CA
- 110 9 Ave SW, Calgary, AB T2P 0T1, CA
- 1 Complexe Desjardins, Montreal, QC H2X, CA
- Business categories
- Banking
- InsurTech
- Insurance
- Financial Services
- Other recorded names
- Desjardins
- Specialties
- Services financiers
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Lévis, Québec |
| Organization type | Privately Held |
| Specialties | Services financiers |
| Open jobs on Jobsy | 124 |
| View page |
Several opportunities are currently available in Western Montérégie📍
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)Journal
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