Personal Finance Advisor

August 09, 2019

(Work place: Gatineau)

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

NV-06The person in this position is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed mainly of individual members and businesses with savings of 25,000 dollars to 50,000 dollars or mortgage financing. He/she promotes and sells products and services and stimulates business growth. As needed, the incumbent is assigned to overseeing financing for individual members served by the caisse or partners. The incumbent represents, engages, and negotiates on behalf of the caisse in agreements that have moderate impact on the caisse. He/she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.

Caisse Desjardins Hull-Aylmer serves 53,540 members in the Hull-Aylmer sector of Gatineau in the Outaouais region. With on- and off-balance sheet savings totalling $2.7 billion and a personal and business financing portfolio of $2.4 billion, the Caisse serves a thriving market with business development potential. The Caisse’s assets stand at $2.5 billion and it oversees a business volume of $5.1 billion. It has close to 200 employees across 4 service centres.

Moreover, the vision of the caisse’s General Manager is to create a top-performing seller that serves its members and is powered by people who live and breathe it, bring it to life, and give it a human face. Internal practices are therefore geared toward providing quality service while adhering to industry best practices.

The caisse is very active in its community, and provided nearly $600,000 in sponsorships and collective member dividends to the community in 2018, targeting areas such as education, cooperation, the social economy, health and healthy lifestyle choices. As a financial services cooperative that is firmly rooted in the community, the caisse shines from an economic standpoint. With assets of over $2.7 billion and a business volume under management of more than $5.5 billion, it is a powerful economic driver in the Outaouais region.

Main responsibilities

  • Solicit, develop and maintain personalized business relationships with current and potential clients in order to promote and sell Desjardins products and services.
  • Assume responsibility for the portfolio by serving as the primary link between the caisse and members and clients. Ensure that products and services are appropriately used and updated and maintain satisfaction levels. Analyze sources of dissatisfaction and recommend solutions.
  • Identify and analyze member/client needs, develop client-specific solutions and prepare an integrated service offer. Negotiate applicable conditions with members and clients.
  • Recommend strategies and solutions to reach caisse objectives, such as increased sales volumes, sound risk management, portfolio profitability and improved business relationships.
  • Identify business development opportunities to maintain the competitiveness of products and services.
  • Carry out various promotional activities related to caisse operations. Take part in public relations activities and provide a presence in the business community.
  • Be attentive to the needs of members and clients in order to ensure their full satisfaction, act on business opportunities, and as required, refer them to individuals who can meet their needs.
  • Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial products and services. Ensure sound and prudent risk management for the portfolio under your responsibility.

Other working condition

  • Number of job available : 1 


  • College diploma in a relevant field
  • Bachelor's degree in a relevant field (an asset)
  • Two years of relevant experience

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

  • 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

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins de Hull-Aylmer

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

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