The work mode arrangement for the position is full-time on site. 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: Advise members and clients on the best strategies and work
with them to identify expected results Manage business relationships, assess
member/client satisfaction and service quality, follow up and identify areas for
improvement Stay up-to-date on the financial services industry, market trends
and best practices in your field Participate in outreach activities and
represent the caisse in the community 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 two years 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 Advanced proficiency of English due to the nature of the duties or
work tools or because the position involves interactions with English-speaking
partners, members and/or clients Knowledge of current financial, economic,
political and legislative events All products and services aimed at caisse
members and those offered by Desjardins Business Centres, Desjardins components
and distribution networks, and those offered by competitors Debt management
Notions of compliance with legislation respecting the distribution of financial
products and services Understanding of the philosophy and fundamentals of
financial services cooperatives Policies, legislation and standards related to
products and services offered by the caisse Desjardins business processes
Service standards Techniques used to assess and monitor individual financing
applications Action oriented, Customer Focus, Differences, Drive results,
Interpersonal Savvy, Nimble learning Trade Union (If applicable) 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) Unposting Date
2026-01-21 Desjardins Group is the largest cooperative financial group in North
America. We're the choice for over 52,000 employees and we're named one of
Canada's top employers by Mediacorp and Forbes. We offer a full range of
financial products and services and share our expertise in personal services,
business services, wealth management, life and health insurance, and property
and casualty insurance. Pursuing a career at Desjardins means being part of an
organization that puts people first.
