Personal Finance Advisor

July 23, 2020

(Work place: Montréal)

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-07As 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 provide financing solutions for affluent individuals and business owners. Interpersonal savvy is therefore essential.You drive results by recommending loans and insurance products. You serve as a financing expert advisor and resource person. You ensure that cross-sector strategies are applied to financing and authorize credit in accordance with established rules. 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.You have a dedicated financing and savings portfolio.

Caisse Desjardins des Travailleuses et Travailleurs unis serves clients across Quebec who work or have worked in the metals, aeronautics, and pulp and paper sectors, as well as federal government employees, including Canada Post workers. With its in-business presence in several companies across Quebec, personalized phone services and innovative work methods, the Caisse is able to serve members on site or remotely, and offer employees a dynamic work environment. The Caisse has a team of 50 employees.

If you aim for excellence and innovation, and you’re honest, community-minded and committed to strengthening relationships with our community stakeholders, we’re looking for you to join our team !

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

  • Workplace : 4625 Boulevard Côte vertu O., parking accessible to all employees
  • Number of job available : 1


  • Bachelor's degree in a related field
  • A minimum of 1 year of a relevant experience

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

  • Hold a mutual fund representative certificate – 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
  • Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)
  • Knowledge of tax, financial and succession issues for individuals and business owners
  • Knowledge of 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
  • Knowledge of debt management
  • Knowledge of compliance with legislation respecting the distribution of financial products and services
  • Knowledge of policies, legislation and standards related to products and services offered by the caisse Desjardins business processes
  • Knowledge of service standards
  • Knowledge of techniques used to assess and monitor individual financing applications
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Intermediate-advanced proficiency in English

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins des Travailleuses et Travailleurs unis

Trade Union


Unposting Date


Job Family

Member/client sales and service (FG)

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