Develop and maintain lasting and trusting business relationships with members and clients
Listen to members’ and clients’ needs, offer advice that fits their financial situation
Help them choose appropriate solutions to meet their financial goals
Work closely with a client base consisting of young people and individual members
Drive results by recommending investments, loans and insurance products
Serve as a financing expert advisor and resource person for the caisse
Use expertise to balance member/client satisfaction, business objectives, profitability and risk management
Work with various partners and experts to design integrated strategies that meet the needs of members and clients

College diploma in a related field
A minimum of two years of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
Knowledge of all products and services aimed at caisse members
Knowledge of the integration of financial data into computer systems
Knowledge of debt management
Knowledge of compliance with legislation respecting the 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 operating procedures pertaining to investment and financing activities Desjardins business processes
Knowledge of service standards
Knowledge of the techniques used to assess and monitor individual financing applications

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

Personal Finance Advisor

Key skills