Personal Finance Advisor - Youth and Partners

September 10, 2021

(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-06As personal finance advisor for youth members, you help develop, solicit and maintain business relationships with youth members. You provide customer service and help sell products and services through various distribution channels to meet the needs of youth members.You support the development and maintenance of business relationships with youth members. You analyze and handle information requests for specialized products and services and help promote and sell them in response to client needs and in accordance with your organization’s strategies and business objectives, while leveraging your ability to achieve results.You recommend investment, financing and insurance products, while leveraging your ability to achieve results. You use your expertise to balance youth member satisfaction, business objectives, sound and prudent risk management, and profitability.You collaborate with various partners and experts to propose integrated strategies that respond to the needs of youth members.You ensure youth member satisfaction and service quality in accordance with the organization’s standards and procedures. Highly developed interpersonal skills are therefore essential.You collaborate with various partners and experts to propose integrated strategies that respond to the needs of members and clients.

General Information on the Position

The Caisse Desjardins du Réseau de la santé is the group specialized in healthcare and life sciences for Desjardins. Exclusively serving health professionals, the team is made up of advisors who know the industry, its challenges and its opportunities. Thus, they are in a position to offer a customized, efficient service that is tailored to businesses in the health sector.

The Caisse Desjardins du Réseau de la santé is an accessible, cutting-edge provincial financial institution, created by and for people—students, professionals and retirees—in the healthcare sector. It serves more than 21,000 members drawn from different healthcare fields. It has some 60 employees spread across 5 financial service centres and more than 20 advisory service centres, dedicated to meet the needs of its members.

The caisse and its employees work to uphold 4 main values: commitment, excellence, innovation and solidarity in its relationships with employees, members and partners. Employee engagement is a top priority for our officers and managers, who firmly believe that people are key to our success. The caisse is fully committed to becoming a recognized part of the health network.

Do you want to work within two key institutions related to the healthcare and information technology sectors? Do you want to stand out for your contribution to developing and establishing exceptional client care?

Main responsibilities

  • Take charge of client needs, gather and analyze information and process requests while performing the required follow-ups. 

  • Take charge of and follow-up with youth members who have shown interest via registration, forms or discussions during recruitment events.

  • Decrease the member portfolio to promote business development activities and recruitment of youth members.

  • Assist youth members, be attentive to their needs and recommend solutions that meet their expectations

  • Take part in the caisse’s representation activities, business development activities, booths and information sessions and act as a youth representative.

  • Play an active role in business development with youth members, closely collaborating with the business development advisor – students. 

  • Help identify operational risks and seek opportunities for continuous improvement in line with your organization’s activities

  • Assess financing applications (except mortgages) and grant credit within authorized discretionary limits.

  • Meet the convenience needs of members who come to the caisse. 

  • Advise youth members on the most efficient use of automated services.

  • Stay informed of the latest standards, products and services in your field.

Other working conditions

  • Work schedule: 35 hours per week. The employee must be available to work flexible hours depending on customer demand (day, evening).

  • Place of work: will be determined according to the place of residence of the successful candidate, between the following major centers: Montreal (West, East and center), Rive-Nord (Boisbriand) or Rive-Sud (Boucherville).

  • Travel: The position requires travel based on business development events (must hold a valid driver's license).

  • Number of jobs available: 1


  • Diplôme d’études collégiales (DEC technique) dans une discipline appropriée

  • Un minimum de deux ans d’expérience pertinente

  • Bachelor's degree in business administration or related field (an asset)

Please note that other combinations of qualifications and relevant experience may be considered. For example, experience in sales consulting or business development in any industry may be considered relevant experience.

  • 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

  • Intermediate-advanced proficiency in English

  • Être à l’aise avec les technologies et médias sociaux

  • 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

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins du Réseau de la santé

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

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