Personal Finance Advisor

2 weeks ago


Lourdesdeblancsablon, Canada Desjardins Full time

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

Job Level

NV-07

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 and businesses. 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.

General Information on the Position

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

Other working conditions- The work arrangement for the position is full-time hybrid work #LI-Hybrid- Number of jobs available : 1

**Qualifications**:
- Bachelor’s degree in a related field- A minimum of 1 year of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered- Hold a Mutual fund sales representative certificate issued by the 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- All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors- Debt management- Notions of compliance with legislation respecting the distribution of financial products and services- Understanding of the philosophy and fundamentals of financial services cooperatives- Policies, legislation and standards related to products and services offered by the caisse- Desjardins business processes- Service standardsDesjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Work Location

Caisse Desjardins de Minganie-Basse-Côte
- Nord

Trade Union

Non Syndiqué

Unposting Date

2024-05-30

Job Family

Member/client sales and service (FG)

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.



  • Saint-Louis-de-France, Canada Desjardins Full time

    . 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...


  • Saint-Bruno-de-Montarville, Canada PRE-US Full time

    As a Nespresso Coffee Advisor, you'll excite customers and help spark sales for Nespresso by engaging retail customers and making products stand out by providing amazing coffee samples. **What’s in it for you?** - Represent one of the largest coffee brands in the world. - Premium-provided paid training to help elevate your skills and set you up for...


  • Saint-Bruno-de-Montarville, Canada Cascades Full time

    **CASCADES** Founded in 1964, Cascades produces, converts and markets packaging and tissue products that are composed mainly of recycled fibers. The Company employs 10,000 employees, who work in almost 80 production units located in North America and Europe. With its management philosophy, half a century of experience in recycling, and continuous efforts in...

  • Director of Finance

    3 weeks ago


    San Juan de Terranova, Canada PAL Airlines Full time

    Built on a foundation of innovation, PAL is constantly evolving, resulting in opportunities here at home and abroad. Our domestic operations span across Canada, as well as a globally in regions such as the Caribbean and Middle East. The Director of Finance – Maintenance is accountable to ensure that at all times proactive and prudent cost decisions are...

  • Director of Finance

    3 weeks ago


    San Juan de Terranova, Canada PAL Airlines Full time

    Built on a foundation of innovation, PAL is constantly evolving, resulting in opportunities here at home and abroad. Our domestic operations span across Canada, as well as a globally in regions such as the Caribbean and Middle East. The Director of Finance – Maintenance is accountable to ensure that at all times proactive and prudent cost decisions are...


  • San Juan de Terranova, Canada Verafin Full time

    Built on a foundation of innovation, PAL is constantly evolving, resulting in opportunities here at home and abroad. Our domestic operations span across Canada, as well as a globally in regions such as the Caribbean and Middle East. The Director of Finance – Maintenance is accountable to ensure that at all times proactive and prudent cost decisions are...

  • Director of Finance

    3 weeks ago


    San Juan de Terranova, Canada PAL Airlines Full time

    Built on a foundation of innovation, PAL is constantly evolving, resulting in opportunities here at home and abroad. Our domestic operations span across Canada, as well as a globally in regions such as the Caribbean and Middle East. The Director of Finance – Maintenance is accountable to ensure that at all times proactive and prudent cost decisions are...


  • San Juan de Terranova, Canada Verafin Full time

    Built on a foundation of innovation, PAL is constantly evolving, resulting in opportunities here at home and abroad. Our domestic operations span across Canada, as well as a globally in regions such as the Caribbean and Middle East. The Director of Finance – Maintenance is accountable to ensure that at all times proactive and prudent cost decisions are...


  • San Juan de Terranova, Canada Verafin Full time

    Built on a foundation of innovation, PAL is constantly evolving, resulting in opportunities here at home and abroad. Our domestic operations span across Canada, as well as a globally in regions such as the Caribbean and Middle East. The Director of Finance – Maintenance is accountable to ensure that at all times proactive and prudent cost decisions are...

  • Director of Finance

    4 weeks ago


    San Juan de Terranova, Canada Verafin Full time

    About SmartICE: SmartICE, a non-profit social enterprise, was established to address the climate change impact on ice conditions across the Arctic. SmartICE offers a suite of climate change adaptation tools that integrate Indigenous and local knowledge of ice with advanced data acquisition, remote monitoring and satellite mapping for ice travel safety....

  • Director of Finance

    4 weeks ago


    San Juan de Terranova, Canada Verafin Full time

    About SmartICE: SmartICE, a non-profit social enterprise, was established to address the climate change impact on ice conditions across the Arctic. SmartICE offers a suite of climate change adaptation tools that integrate Indigenous and local knowledge of ice with advanced data acquisition, remote monitoring and satellite mapping for ice travel safety....

  • Director of Finance

    4 weeks ago


    San Juan de Terranova, Canada Verafin Full time

    About SmartICE: SmartICE, a non-profit social enterprise, was established to address the climate change impact on ice conditions across the Arctic. SmartICE offers a suite of climate change adaptation tools that integrate Indigenous and local knowledge of ice with advanced data acquisition, remote monitoring and satellite mapping for ice travel safety....


  • Salaberry-de-Valleyfield, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • St-Bruno-de-Montarville, Canada Premium Retail Services Full time

    Conseiller en café Nespresso | Nespresso Coffee Advisor General Information Company: PRE-CA Location: St-Bruno de Montarville, Quebec, J3V 6H1 Ref #: M52733 Function: Brand Advocacy & Sales Employment Duration: Part-time Description and Requirements En tant que conseiller en café Nespresso, vous enthousiasmerez les...


  • St-Bruno-de-Montarville, Canada Acosta Full time

    Conseiller en café Nespresso | Nespresso Coffee Advisor General Information Company: PRE-CA Location: St-Bruno de Montarville, Quebec, J3V 6H1 Ref #: M52733 Function: Brand Advocacy & Sales Employment Duration: Part-time Description and Requirements En tant que conseiller en café Nespresso, vous enthousiasmerez les clients et...

  • Senior Tax Advisor

    3 weeks ago


    St-Bruno-de-Montarville, Canada Alstom Full time

    Req ID:431338  At Alstom, we understand transport networks and what moves people. From high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility, we offer our diverse customers the broadest portfolio in the industry. Every day, more than 80 000 colleagues lead the way to greener and...

  • Controller

    4 days ago


    San Juan de Terranova, Canada Noseworthy Chapman Chartered Professional Accountants (for our client) Full time

    FINANCIAL CONTROLLER Job Location: Greater St. John’s Area, NL Our client, a well-established business that operates multiple retail furniture, appliance and flooring stores throughout the province, requires a Controller. The Controller will oversee the company’s finance and accounting functions and will report to the President. Responsibilities will...

  • Controller

    4 days ago


    San Juan de Terranova, Canada Noseworthy Chapman Chartered Professional Accountants (for our client) Full time

    FINANCIAL CONTROLLER Job Location: Greater St. John’s Area, NL Our client, a well-established business that operates multiple retail furniture, appliance and flooring stores throughout the province, requires a Controller. The Controller will oversee the company’s finance and accounting functions and will report to the President. Responsibilities will...

  • Controller

    3 days ago


    San Juan de Terranova, Canada Noseworthy Chapman Chartered Professional Accountants (for our client) Full time

    FINANCIAL CONTROLLER Job Location: Greater St. John’s Area, NL Our client, a well-established business that operates multiple retail furniture, appliance and flooring stores throughout the province, requires a Controller. The Controller will oversee the company’s finance and accounting functions and will report to the President. Responsibilities will...


  • Sainte-Anne-de-Bellevue, Canada John Abbott College Full time

    **Job Description**: JOB SUMMARY: JOHN ABBOTT COLLEGE IS SEEKING AN INDIGENOUS CANDIDATE WORKING UNDER THE GENERAL AUTHORITY AND THE DIRECT SUPERVISION OF THE DEAN OF INDIGENOUS EDUCATION, THE INDIGENOUS STUDENT ADVISOR WILL PROVIDE SERVICES TO PROMOTE THE TRANSITION, RETENTION, ACADEMIC SUCCESS, AND INCLUSION OF FIRST NATIONS, MÉTIS, AND INUIT...