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Conseiller financier

Date Posted: Jun 30, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location Saint-Anselme, Canada
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 28, 2026
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Job Description

Overview

Caisse Desjardins de Bellechasse is looking for a Financial Advisor to develop and maintain durable business relationships with members and clients, ensuring their satisfaction. This role involves providing tailored financial advice, focusing on investment, financing, and protection solutions while prioritizing interpersonal relationships and risk management.

Key responsibilities

  • Develop and maintain relationships with members and clients
  • Provide personalized financial advice based on clients' needs
  • Evaluate client satisfaction and the quality of service
  • Stay informed about financial news, market trends, and best practices
  • Represent the caisse in various community activities

Required skills

  • Bachelor's degree in a relevant discipline
  • Minimum of two years of relevant experience
  • Certification as a collective investment representative
  • Knowledge of financial and economic news
  • Familiarity with products and services offered by Caisse Desjardins
  • Understanding of debt management and financial compliance
  • Proficiency in financial data integration and business processes
  • Fluency in French

What the company offers

  • Competitive salary with annual reviews
  • Annual bonus based on organizational performance
  • Four weeks of flexible vacation from the first year
  • Defined benefit pension plan
  • Collective insurance plan including telemedicine services
  • Reimbursement for health and well-being expenses

Skills Required

Company Overview

Caisse Desjardins de Bellechasse
Saint-Anselme, Canada
6 Current Jobs Openings

La Caisse Desjardins de Bellechasse est une coopérative de services financiers située à proximité de Lévis, au Canada. Engagée dans le développement socio-économique de la région, elle offre une variété de services financiers à ses membres tout en se... Read More

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