About This Opportunity: Personal Finance Advisor (Saint-Anselme)
Desjardins is currently seeking a Personal Finance Advisor (Saint-Anselme) to join their team in Saint-Anselme.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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Perks apply based on eligibility criteria.
What you bring to the tableCollege diploma in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredKnowledge of current financial, economic, political and legislative events.Knowledge of 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.Knowledge of the integration of financial data into computer systems.Knowledge of debt management.Knowledge of compliance with legislation respecting the distribution of financial products and services.Understanding of the philosophy and fundamentals of financial services cooperatives.Knowledge of policies, legislation and standards related to products and services offered by the caisse.Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes.Knowledge of service standards.Knowledge of the techniques used to assess and monitor individual financing applications. Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learningTrade 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 2026
Position Details
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Location: Saint-Anselme
Key Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Desjardins?Desjardins offers a supportive work environment in Saint-Anselme, where employees can grow and develop their skills. This Personal Finance Advisor (Saint-Anselme) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
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