Personal Finance Advisor, Assigned

As a Personal Finance Advisor at Caisse Desjardins des Grandes-Cultures-du-Lac, you are responsible for developing and maintaining a trust-based business relationship with members and clients to ensure their satisfaction. Your role involves listening to the needs of members and clients, providing tailored financial advice, and guiding them in choosing appropriate solutions to achieve their financial goals. You handle the financing needs of affluent clientele, consisting of individual members and businesses. Mastery of interpersonal relationships is therefore an essential skill. You propose financing and protection offers, leveraging your ability to achieve results. You act as an expert and resource in financing. You ensure the transversality of financing and proceed with credit authorization according to established rules. Your expertise allows you to maintain consistency between member and client satisfaction, business objectives, sound and prudent risk management, and profitability. You maintain collaborations with various partners and experts to propose integrated strategies in response to the needs of members and clients. More specifically, you will be involved in:

• Advising members and clients on the best strategies and determining the desired results with them.
• Acting as the business relationship manager, evaluating member and client satisfaction and service quality, ensuring follow-ups, and recommending required improvements.
• Staying informed about financial news, market trends, and best practices in your field.
• Performing various representation activities and participating in the caisse's presence in the community.

What we offer

• Competitive salary and annual bonuses
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that ensures a predictable and stable income throughout retirement
• Collective insurance plan including telemedicine services
• Reimbursement of health, well-being, and telework equipment expenses
• *Benefits are applicable based on eligibility criteria.*
• #LI-Hybrid

What you will bring

• Bachelor's degree in an appropriate discipline
• At least one year of relevant experience
• Please note that other combinations of education and relevant experience may be considered
• Certificate of Representative in Collective Savings – Autorité des marchés financiers
• Knowledge of French is required
• Knowledge of financial, economic, political, and legislative news
• Specialized knowledge in tax, financial, and succession matters for individual members and businesses
• Knowledge of all products and services intended for Caisse members and those offered by Desjardins Entreprises centers, components, and distribution networks, as well as those of the competition
• Knowledge in debt management
• Knowledge and understanding of compliance with laws on the distribution of financial products and services
• Knowledge of the philosophy and functioning of a financial services cooperative
• Knowledge of policies, legislation, and standards related to products and services offered by the Caisse
• Knowledge of the Desjardins business process and service standards
• Availability to work Monday to Friday, including one evening per week

Appreciate differences, Learn with agility, Be client-oriented, Be action-oriented, Master interpersonal relationships, Achieve results

Equity, diversity, inclusion, and accessibility

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming all individuals, considering and valuing them for who they are, enriching ourselves with their differences and uniqueness, and, most importantly, providing them with a work environment where they will thrive. For us, discrimination, in any form, is a zero-tolerance policy! We believe that our teams should reflect the diversity of our members, clientele, and the communities we serve.

If you need assistance to make the recruitment process or the position more accessible, please let us know. Accommodations will be offered to those who request them at any stage of the recruitment process.

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Union (if applicable)

Caisses et Centres du SLSJ - CSN (00029) (2012-03-23 - )

Employment family

Member and client services - sales (GF)

Job posting end date 2026-08-13