Posted yesterday
Personal Finance Advisor
@ Caisse Desjardins de l'Ouest de Portneuf
Saint-Marc-des-Carrières, Quebec
Overview
Caisse Desjardins de l'Ouest de Portneuf 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 in a related field, at least one year of relevant experience, an AMF mutual fund representative certificate and French. The posting states a competitive salary and annual bonus, four weeks of flexible vacation, a defined benefit pension plan and group insurance.
Responsibilities:
- Conseiller les membres et clients sur leurs stratégies financières
- Gérer les relations d'affaires et suivre la satisfaction client
- Recommander des placements, prêts et produits d'assurance
- 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'un an d'expérience pertinente
- Certificat de représentant en fonds communs de placement de l'AMF
- Connaissance du français requise
- Savoir-être interpersonnel et orientation vers les résultats
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-11
- First seen by our source
- 2026-11-12
- Source record updated
- 2026-11-12
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 de l'Ouest de Portneuf
| 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
* 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
2026-11-29Journal
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