Personal Finance Advisor

il y a 1 jour


SaintConstant, Auvergne-Rhône-Alpes, France Desjardins Temps plein

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

  • Knowledge of current financial, economic, political and legislative events

  • All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors

  • Debt management 

  • Notions of compliance with legislation respecting the distribution of financial products and services

  • Understanding of the philosophy and fundamentals of financial services cooperatives

  • Policies, legislation and standards related to products and services offered by the caisse

  • Desjardins business processes

  • Service standards

  • Techniques used to assess and monitor individual financing applications

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Trade Union (If applicable)

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

Job Family

Member/client sales and service (FG)

Unposting Date


  • Personal Finance Advisor

    il y a 6 jours


    Saint-Félicien, Auvergne-Rhône-Alpes, France Desjardins Temps plein

    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...

  • Personal finance advisor

    il y a 1 semaine


    Saint-Félicien, Auvergne-Rhône-Alpes, France Desjardins Temps plein

    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...

  • Personal Finance Advisor

    il y a 2 semaines


    Saint-Apollinaire-de-Rias, Auvergne-Rhône-Alpes, France Desjardins Temps plein

    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...

  • Expert paye

    il y a 2 semaines


    Saint-Priest, Auvergne-Rhône-Alpes, France ResMed Temps plein

    NOM DU POSTE JOB TITLE : EXPERT PAYEService/Equipe/Fonction Department/Team/Function: FinanceObjectifs du poste Job summary :Rattaché au Responsable comptable et au sein d'un service comptabilité/paye, vous serez responsable du processus de gestion de la paye pour environ 400 collaborateurs.Vous travaillerez en étroite collaboration avec l'équipe RH et...


  • Saint-Tropez, Provence-Alpes-Côte d'Azur, France ZHIGGIE Temps plein

    INTERNSHIP OPPORTUNITY – SALES ADVISOR (LUXURY)ZHIGGIE BOUTIQUE – SAINT-TROPEZAccommodation includedMandatory application exercise – please read carefullyApplications will only be considered if they include:a  CVa  cover letterthe  completed mandatory application exercise  described belowAny application missing one of these elements will not...


  • Saint-Martin-de-Crau, Provence-Alpes-Côte d'Azur, France Vinted Temps plein

    Brief info about VintedOur mission is to make second-hand the first choice, and we're looking for people who want to help us get there. Every day, we work together to help our members buy and sell pre-loved clothing and lifestyle items, giving each piece a second life – or even a third.The Vinted Group is made up of three business units that support this...


  • Saint-Léonard, France CIBC Temps plein

    A prominent banking institution in Saint-Léonard seeks a dedicated Financial Advisor to build relationships and grow a client portfolio. This role emphasizes strong client engagement, business development, and community involvement. Candidates should have 1-3 years of experience in financial advising with relevant certifications. Competitive salary,...

  • Senior Social Legal Advisor

    il y a 1 semaine


    Saint-Michel-sur-Orge, France ING Temps plein

    Senior Social Legal Advisor A day in the life of a Senior Social Legal Advisor As a Senior Social Legal Advisor, you provide professional advice on social law and support management and your colleagues in ensuring a constructive social dialogue takes place within ING. Your activities will include: - following changes in social law and identifying which...


  • Saint-Michel-sur-Orge, France ING Temps plein

    Internship - Full-time - Brussels - English Master’s degree Introduction Within Finance Business Advice (FBA) we are looking for an intern to assist our team. Our crew is perfectly situated to financially navigate the business through a rapidly changing banking environment with rising interest rates, high inflation, and a challenging geopolitical...


  • Saint-Louis, Grand Est, France Bank of America Temps plein

    Job Description:Advisor Development Program Client AssociateMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management,...


  • Saint-Dizier-Leyrenne, France Groupe Dynamite Inc. Temps plein

    Job Details OverviewGroupe Dynamite Inc. (GDI) is a Montréal-based, public company of integrated omni-channel brands, designing and distributing accessible, trend-forward fashion for women since 1975.Our mission of "Empowering YOU to be YOU, one outfit at a time" is brought to life through the GARAGE and DYNAMITE banners and represents the consumer-centric...

  • Financial Advisor

    il y a 2 semaines


    Saint-Léonard, France CIBC Temps plein

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    il y a 4 jours


    Saint-Luc, Normandy, France CIBC Temps plein

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Investment Advisor

    il y a 21 heures


    Le Mont-Saint-Michel, France Barclays Temps plein

    Job DescriptionPurpose of the roleTo develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. AccountabilitiesProvision of SME expertise on specific products and services to customers and...

  • Manager Regional Finance H/F

    il y a 2 semaines


    Saint-Amand-les-Eaux, France Manpower Temps plein

    Manpower Cabinet de Recrutement LILLE TERTIAIRE recherche pour son client, un acteur du secteur du BTP, un Manager Regional Finance (H / F) Reports to the Regional Managing Director and oversees financial operations, strategy, and reporting across Western Europe (France, Germany, Spain, Scandinavia, Benelux, Italy, Romania, Morocco). The role of Regional...

  • Manager regional finance

    il y a 1 semaine


    Saint-Amand-les-Eaux, France Manpower Temps plein

    Manpower Cabinet de Recrutement LILLE TERTIAIRE recherche pour son client, un acteur du secteur du BTP, un Manager regional finance (H/F)  ResponsibilitiesReporting to the Regional Managing Director, you will oversee financial operations, strategy, and reporting across Western Europe (France, Germany, Spain, Scandinavia, Benelux, Italy, Romania, Morocco)....