Posted 8 days ago
Personal Finance Advisor
@ Caisse Desjardins du Coeur-de-la-Beauce
Saint-Georges, Quebec
Overview
Caisse Desjardins du Coeur-de-la-Beauce is hiring a full-time Personal Finance Advisor to build trusting client relationships and recommend investments, loans and insurance products. The role requires a bachelor's degree or equivalent experience, a mutual fund representative certificate from the AMF, and French. The posting offers a competitive salary with annual bonus, a defined benefit pension and four weeks of vacation, with a hybrid arrangement.
Responsibilities:
- Conseiller les membres et clients sur les meilleures stratégies financières
- Gérer les relations d'affaires et assurer la satisfaction de la clientèle
- Se tenir à jour sur l'industrie des services financiers
- Participer aux activités de rayonnement dans la communauté
Requirements summary:
- Baccalauréat dans un domaine connexe
- Minimum d'une année d'expérience pertinente
- Certificat de représentant en fonds d'investissement de l'AMF
- Connaissance du français requise
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-10-29
- First seen by our source
- 2026-10-30
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Business development |
| Experience | 1+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: minimal |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French, English |
| Education | Bachelor’s degree (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Caisse Desjardins du Coeur-de-la-Beauce
| Field | Value |
|---|---|
| Open jobs on Jobsy | 2 |
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 mainly of individual members and businesses. 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. 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.
#LI-Hybrid
What you bring to the table
- Bachelor's degree in a related field
- A minimum of one year 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
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)
Job Family
Member/client sales and service (FG)Unposting Date
2026-11-13Journal
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