Personal Finance Advisor

November 14, 2019

(Work place: Lévis)

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-06As 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. 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.

The new Caisse Desjardins de la Chaudière, which is the result of a merger between Caisse Desjardins des Rivières Chaudière et Etchemin and Caisse Desjardins de la Chaudière, will officially open on January 1, 2018. It will be headquartered at 1190B De Courchevel Street in Lévis and offer a dynamic environment ideal for developing business in Lévis and St-Lambert-de-Lauzon. Already known for their vibrancy, knowledge and innovation, the caisse’s managers value the well-being of their 215 employees, who work out of seven service centres. The caisse offers highly competitive working conditions and a workplace that is both pleasant and interesting. With 71,000 members, the new financial cooperative will manage nearly $4.6 billion in business volume.

Other working conditions

  • Schedule :an evening of the week, minimum
  • Number of jobs available : 4


  • College diploma in a related field
  • Bachelor’s degree in a related field (an asset)
  • A minimum of two years of relevant experience

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

  • Be a licensed mutual fund representative (asset)
  • 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 la Chaudière

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

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