You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs.
Main position in the caisse network :
Personal Financial Advisor: Attend to members’ investment and financing needs while ensuring quality service
What we offer*
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Competitive salary and annual bonus
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4 weeks of flexible vacation starting in the first year
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Defined benefit pension plan that provides predictable, stable income throughout retirement
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Group insurance including telemedicine
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Reimbursement of health and wellness expenses and telework equipment
* Benefits apply based on eligibility criteria.
What you bring to the table
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College diploma in a related field
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A minimum of two years of relevant experience
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Please note that other combinations of qualifications and relevant experience may be considered
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Mutual fund representative certificate – Autorité des marchés financiers
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Knowledge of French is required
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Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
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Understanding of the philosophy and fundamentals of financial services cooperatives.
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Knowledge of operating procedures pertaining to investment and financing activities
Curious to see your future colleagues in action? Click here
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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)
Desjardins Calgary, Alberta, CAN Office
110 9 Ave SW, Calgary, AB , Canada, T2P 0T1
