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Added 6 mins ago
Lead, Contract Administrator
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Added 36 mins ago
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Added 36 mins ago
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Closed listing

Desjardins

Personal finance advisor

Port-Cartier, QC, Canada
Caisse Desjardins du Coeur-de-la-Côte-Nord, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Jan 1, 2027
Posting language: English
Posted: Sep 29, 2026

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Original job description

Archived listing. The details below describe a past opening.

The work mode arrangement for the position is full-time on site

As 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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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. More specifically, you will be required to:

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.

What we offer*

Competitive salary and annual bonus
4 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

* Benefits apply based on eligibility criteria.

What you bring to the table

College diploma in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
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 the integration of financial data into computer systems
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes
Knowledge of service standards
Knowledge of the techniques used to assess and monitor individual financing applications

Equity, Diversity, Inclusion and Accessibility

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. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should 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!

Trade Union (If applicable)

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

Job Family

Member/client sales and service (FG)

Unposting Date

2026-12-31

About employer

More about this job

Responsibilities

The personal finance advisor develops and maintains trusting relationships with clients to provide tailored financial advice and solutions. They drive business results by recommending investments, loans, and insurance products while ensuring sound risk management and client satisfaction.

Requirements

Candidates must hold a college diploma in a related field and possess at least two years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is required, along with knowledge of financial services and local regulations.

Skills

Financial advising
Investment recommendation
Loan management
Insurance products
Relationship management
Risk management
Debt management
Financial analysis
Customer service
Interpersonal skills
Market trend analysis
Compliance
Financial strategy
Communication

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Reimbursement of telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal finance
Investments
Loans
Insurance
Financial services
Risk management
Debt management
Compliance
Financial planning
Client relations
Mutual fund representative
Desjardins
Financial cooperatives
Market trends
Business development
Strategy
Financial data
Telemedicine
Pension plan

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