Job Overview
Personal Finance Advisor. You will develop and maintain lasting and trusting business relationships with members and clients to ensure their satisfaction. You listen to their needs, offer tailored advice, and help them choose appropriate financial solutions. You work closely with individual members and businesses, and you are expected to recommend investments, loans, and insurance products while balancing client satisfaction, business objectives, profitability, and prudent risk management. You collaborate with partners and experts to design integrated strategies that meet member and client needs.

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.

Key Skills

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.

What We Offer

Competitive salary and annual bonus.

Four weeks of flexible vacation starting in the first year.

Defined benefit pension plan that provides predictable, stable income throughout retirement.





Group insurance including telemedicine.

Reimbursement of health and wellness expenses and telework equipment.

Perks apply based on eligibility criteria.

What You Bring To The Table

Bachelor's degree in a related field.

A minimum of one year of relevant experience.

Other combinations of qualifications and relevant experience may be considered.

Mutual fund representative certificate – Autorité des marchés financiers.

Knowledge of French is required.

Trade Union
CAISSE DE PORT-CARTIER (20378 / Conv_Col_00049) (2018-03-15 – )

EEO Statement
At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. Our teams reflect the diversity of the members, clients and communities we serve. If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family
Member/client sales and service (FG)

#J-18808-Ljbffr

📌 Personal Finance Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City