Personal Finance Advisor, Assigned Clientele

As a personal finance advisor, you’ll develop and maintain long‑term and trusting business relationships with members and clients to ensure their satisfaction. Your role is to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to reach their financial goals. You provide financing solutions for affluent individuals and businesses and drive results by recommending loans and insurance products.

You act as a financing expert advisor and resource person, ensuring cross‑sector strategies are applied and credit is authorized within established rules. You balance member satisfaction, business objectives, profitability, and sound risk management, working with partners and experts to design integrated strategies that meet members’ and clients’ needs. More specifically, you will be required to:

• Advise members and clients on the best financial 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.
• Participate in outreach activities and represent the caisse in the community.

• Bachelor’s degree in a related field.
• A minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French.
• Knowledge of current financial, economic, political and legislative events.
• Knowledge of market analysis, business leaders, and the caisse’s external environment.
• Knowledge of tax, financial and succession issues for individuals and business owners.
• Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and competitors.
• Knowledge of debt management.
• Knowledge of compliance with legislation respecting distribution of financial products and services.
• Understanding of the philosophy and fundamentals of financial services cooperatives.
• Knowledge of policies, legislation and standards related to products and services offered by the caisse.
• Knowledge of Desjardins business processes.
• Knowledge of service standards.
• Knowledge of techniques used to assess and monitor individual financing applications.
• Action orientation, customer focus, drive results, interpersonal savvy, nimble learning.
• Trade Union membership (if applicable).

• Competitive salary and annual bonus.
• 4weeks of flexible vacation starting in the first year.
• Defined benefit pension plan providing predictable, stable income throughout retirement.
• Group insurance, including telemedicine.
• Reimbursement of health and wellness expenses and telework equipment.

At Desjardins, we believe in equity, diversity and inclusion. We are 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. We have zero tolerance for discrimination of any kind and our teams should reflect the diversity of the members, clients and communities we serve.

If there is something we can do to help make the recruitment process or the position you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask.

Desjardins Group is the largest cooperative financial group in North America. We offer a full range of financial products and services and share our expertise across personal services, business services, wealth management, life and health insurance, and property and casualty insurance.