Finance managers partnering with Western Canadian co - ops through budgeting, forecasting, and performance analysis. Providing strategic insights for investment, cash flow, and business decisions.
About the role
- Personal Finance Advisor responsible for managing client financial needs and relationships at Desjardins. Advising on investments, loans, and insurance products with a focus on individual and business clients.
Responsibilities
- 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
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 is required
- Knowledge of current financial, economic, political and legislative events
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Financial Analyst II supporting Seaspan Shipyards, a Canadian shipbuilder serving naval, coast guard, and commercial vessels. Developing cost analysis, forecasts, reporting, and performance metrics.
Real estate investment associate underwriting acquisitions and developments for Broccolini, a Canadian construction, development, and real - estate services provider. Building financial models, supporting financing, and reporting portfolio performance.
Assistant Manager overseeing General Motors’ marketing financial operations, budgeting, reporting, accounting, and procurement. Supporting national and regional retail stakeholders in Oshawa’s hybrid team.
Mobile financial services representative selling chequing and savings accounts to Costco members for CIBC. Delivering client service, referrals, transactions, and digital banking support across BC kiosks.
Responsable des finances d’un office d’habitation québécois offrant des logements abordables. Supervision comptable, budgets, trésorerie, conformité réglementaire et conseil stratégique à la direction.
Financial Accountant supporting period - end close, audits, and compliance for RB Global’s commercial - asset marketplace. Preparing reconciliations, working papers, variance analyses, and statutory reports.
Client financial services agent supporting Desjardins members and advisors. Providing personalized financial solutions, customer service, and business development support in Montréal.
Senior Finance Analyst supporting financial reporting, audits, budgeting, and compliance for Green Municipal Fund’s Canadian municipal sustainability programs. Hybrid role near Ottawa.
Personal finance advisor helping Desjardins members and businesses achieve financial goals. Recommending investments, loans and insurance products while managing trusted client relationships.