Personal Finance Advisor

November 19, 2020

(Work place: Sainte-Marie)

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.

Caisse Desjardins de La Nouvelle-Beauce, which has its head office in Ste-Marie de Beauce (20 minutes from Quebec City’s bridges), has a business volume of $3.7 billion, including $756 million in personal loans and $751 million in business loans. Balance sheet and off-balance sheet savings total $2.2 billion. Through the work of a team of 125 professionals in 14 service centres, the caisse enjoys a position of strength in the region and addresses the changing needs of its 37,000 members. Its vision is guided by a partnership approach with its employees and is focused on financial performance, against a backdrop of ongoing concern for the satisfaction of its members. Its organizational values are based on respect in an environment that encourages each individual to excel. Caisse Desjardins de La Nouvelle-Beauce has distinguished itself through its involvement with and contribution to the community, making it a key partner for socioeconomic development.

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 condition

  • Number of jobs available : 2


  • College diploma in a related field

  • A minimum of two years of relevant experience

  • Bachelor’s degree in a related field (an asset)

Please note that other combinaisons 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

  • 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 standards

  • Techniques used to assess and monitor individual financing applications

  • Strategy recommendation and analysis applications

  • Desjardins applications

  • Caisse intranet portal

  • Sales and client management reports

  • Insurance products (financing and savings)

  • Savings and investment products

  • Consumer and mortgage financing products

  • Convenience products and services

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Action oriented, Collaborates, Customer Focus, Drive results, Innovation, Interpersonal Savvy

Work Location

Caisse Desjardins de La Nouvelle-Beauce

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

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