Develop and maintain a long-term, trust-based business relationship with members and clients
Listen to members’ and clients’ needs
Provide advice tailored to their financial situation
Support members and clients in selecting appropriate solutions
Propose and implement offers related to investments, financing and protection
Ensure consistency between member and client satisfaction, business objectives, prudent risk management and profitability
Maintain collaborations with various partners and experts to propose integrated strategies

Bachelor’s degree in a relevant discipline
Minimum of one year of relevant experience
Mutual Fund Representative Certificate – Autorité des marchés financiers (AMF)
Proficiency in French required
Awareness of current financial, economic, political and legislative developments
Knowledge of the full range of products and services offered to caisse members and by Desjardins Business Centres
Knowledge of debt management
Knowledge of and familiarity with compliance requirements for the distribution of financial products and services
Understanding of the philosophy and operations of a financial services cooperative
Knowledge of policies, legislation and standards related to the products and services offered by the Caisse
Knowledge of Desjardins business processes and service standards
Knowledge of techniques for assessing and monitoring personal financing requests
Availability to work Monday to Friday, including one evening per week until 8:00 PM

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

Personal Financial Advisor

Key skills