Personal finance advisor

Desjardins - Sainte-Thérèse, QC (il y a 30+ jours)

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Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level


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. 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.

Caisse Desjardins Thérèse-De Blainville serves an urban market with strong business development potential and growth with a client base of 45,000 members. Its assets total $1.5 billion, including $1.1 billion in personal loans and $200 million in business loans. It has total savings of $2 billion (on- and off-balance sheets). The Caisse has some 110 employees across 5 service centres.

Main responsibilities

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.

Additional responsabilities

Initiate telephone conversations with members and clients to guide them in selecting and using savings, financing and protection products, as well as all complementary products including automation products.

Other working conditions

Schedule: 35 hours per week, and only one evening per week until 8 p.m. on a Wednesday or Thursday, and one Saturday in rotation with the other advisors on deck.
Number of jobs available: 1


College diploma in a related field
A minimum of two years of relevant experience
Bachelor’s degree in Business Administration (an asset)

Please note that other combinations of qualifications and relevant experience may be considered

Hold a mutual fund representative certificate – Autorité des marchés financiers
For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Knowledge of current financial, economic, political and legislative events
Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
Knowledge of debt management principles
Familiarity with legal compliance requirements for the distribution of financial products and services
Understanding of the philosophy and operation of financial services cooperatives
Knowledge of policies, legislation and standards related to caisse products and services
Knowledge of the Desjardins business process and service standards
Understanding of the techniques to assess and follow up on a personal financing application

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Action oriented, Collaborates, Customer Focus, Drive results, Innovation, Interpersonal Savvy, Persuades, Resilient

Work Location

Caisse Desjardins Thérèse-De Blainville

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)