Personal Finance Advisor

October 08, 2019

(Work place: Granby)

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-07ou will participate in prospecting, soliciting, developing and maintaining business relationships with clients with savings of $50,000 or more. You will oversee (in assigned mode) the financing of such clients. You will promote and sell products and services to stimulate the business growth of the caisse. You will represent and negotiate on behalf of the caisse, and commit it to agreements that have a major impact on the caisse. As a financing specialist, you will be responsible for supporting the caisse’s advisory sales team. You will ensure inter-departmental coordination of financing and authorize caisse credit in accordance with established rules. You will ensure consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.

Other working condition

  • Number of job available : 1


  • Bachelor's degree in a related field
  • A minimum of one year of a relevant experience

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

  • Be a licensed mutual fund representative
  • For vacant positions available in Quebec, please note that knowledge of French is required 

Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins de Granby-Haute-Yamaska

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

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