Conseiller, Finances personnelles

Desjardins

. Developing and maintaining lasting and trusting business relationships with members and clients.

Posted 5/8/2026full-timeVerdun • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Developing and maintaining lasting and trusting business relationships with members and clients.
Listening to members’ and clients’ needs and offering them advice that fits their financial situation.
Helping clients choose appropriate solutions to meet their financial goals.
Working closely with a client base consisting of young people and individual members.
Driving results by recommending investments, loans and insurance products.
Serving as a financing expert advisor and resource person for the caisse.
Balancing member/client satisfaction, business objectives, profitability, and risk management.

Requirements

What you’ll need

College diploma in a related field
A minimum of two years of relevant experience
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
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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial data integrationdebt managementinvestment recommendationsloan recommendationsinsurance product knowledgefinancial product distribution complianceclient financing application assessmentfinancial services knowledgebusiness profitability analysisrisk management

Soft Skills

relationship buildingactive listeningadvisory skillsclient satisfaction focusbusiness objective alignment

Certifications

mutual fund representative certificate