Personal Finance Advisor

As a personal finance advisor at Caisse Desjardins de Rouville, you'll develop and maintain lasting relationships with members and clients, offering advice and helping them achieve financial goals. Your role involves recommending investments, loans, and insurance products while balancing client satisfaction, business objectives, and risk management.

Requirements

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French
• Knowledge of current financial, economic, political and legislative events
• Understanding of financial services cooperatives
• Policies, legislation and standards related to products and services offered by the caisse
• Desjardins business processes
• Service standards

Benefits

• 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