Personal Finance Advisor Job Openings by Desjardins in Vaudreuil-Soulanges

Job Title Personal Finance Advisor Job Openings Vaudreuil-Soulanges Desjardins
Pub Date 30+ days ago
Company Desjardins
Location Vaudreuil-Soulanges

Desjardins Recruitment 2020 - Desjardins needs a new employee to fill Personal Finance Advisor, that will be placed in Vaudreuil-Soulanges. You will definitely get a better potential customer along with safer dwell later on. Signing up for this corporation makes a people can meet the purpose simpler in addition to help the current dream be realized.

To help the company eyesight and mission comes on right Desjardins is usually open of fresh placement since November 2020. All people who are enthusiastic answering this vacant, make sure you take part in this kind of Personal Finance Advisor recruitment. If you will be the one that might load requirements, you can attempt to learn further information about Personal Finance Advisor Job Openings below.

Desjardins Job Vacancies 2020

Personal Finance Advisor Job Opening in Vaudreuil-Soulanges

Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level


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. 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.

Caisse Vaudreuil-Soulanges serves a large territory encompassing urban and rural environments to the west of the island of Montreal. An integral part of its community, the Caisse posts assets of over 1,9 billion dollars. Its market has strong potential for business development. Its team of 150 dedicated employees working in its 8 service centres tend to the needs of its 55,504 members. The Caisse serves 23 municipalities in the Vaudreuil-Soulanges region, which extends west to Ontario.

Main responsabilities

  • 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.

Other working condition

  • Number of job available : 1


  • College diploma in a related field
  • Bachelor’s degree in Business Administration or in a related field (an asset)
  • A minimum of 2 years of relevant experience

Other combinations of qualifications and relevant experience may be considered. For example, experience in sales consulting or business development in any industry may be considered relevant experience.

  • Hold a mutual fund representative certificate – Autorité des marchés financiers
  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

  • Knowledge of current financial, economic, political and legislative events
  • Knowledge of all products and services aimed at caisse members and those offered by business centres, components and distribution networks, as well as those of competitors
  • Knowledge of debt management principles
  • Familiarity with legal compliance requirements for the distribution of financial products and services
  • Understanding of the philosophy and operation of financial services cooperatives
  • Knowledge of policies, legislation and standards related to caisse products and services
  • Knowledge of the business process and service standards
  • Understanding of the techniques to assess and follow up on a personal financing application
  • Advanced proficiency in English

Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

462, chemin de la Grande-Ligne , Rigaud

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

As one of the leading companies in Canada, Desjardins opens variety of opportunities for employees to grow and make them as future leaders of the professional and disciplined. Desjardins also gives a dynamic work environment in order to encourage employees to give optimally, and at the same time, you are able to increase new skills and knowledge through the company programs.

If You are interested to send an application for Personal Finance Advisor Job Openings Vaudreuil-Soulanges November 2020 by Desjardins, please prepare requirements files and documents as soon as possible. To apply by online, please click the "Apply" button below. If you still do not satisfy with a job above, you can try to read more jobs list in Vaudreuil-Soulanges region from another company below.

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