[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"all-featured-jobs-ca":3,"job-search-\u002Fen-ca\u002Fcompany\u002Fcaisse-desjardins-de-la-nouvelle-beauce":6,"company-caisse-desjardins-de-la-nouvelle-beauce-en-ca":48,"company-filters-\u002Fen-ca\u002Fcompany\u002Fcaisse-desjardins-de-la-nouvelle-beauce":64},{"total":4,"jobs":5},0,[],{"total":7,"jobs":8},1,[9],{"id":10,"slug":11,"title":12,"raw_title":13,"is_featured":14,"company":15,"raw_hiringOrganization_logo_url":13,"processed_city_gmaps":18,"processed_country_iso_code_gmaps":20,"processed_home_office":22,"processed_salary_min":23,"processed_salary_max":24,"processed_salary_currency":25,"processed_salary_source":26,"processed_working_hours":27,"processed_employment_types":29,"processed_it_skills":30,"processed_it_skills_labels":31,"processed_job_expertise_skills":32,"processed_job_expertise_skills_labels":36,"max_cpc":7,"actual_cpc":47},83363,"personal-finance-advisor-caisse-desjardins-de-la-nouvelle-beauce","Personal Finance Advisor",null,false,{"name":16,"slug":17,"logo_url":13},"Caisse Desjardins de La Nouvelle-Beauce","caisse-desjardins-de-la-nouvelle-beauce",[19],"Sainte-Marie",[21],"CA","hybrid",55000,85000,"CAD","estimated",[28],"FULL_TIME","permanent",{},[],{"loan products":33,"risk management":33,"financial advisory":34,"insurance products":33,"outreach activities":35,"market trends analysis":33,"community representation":35,"investment recommendations":34,"business relationship management":34,"financial services industry knowledge":33},3,4,2,[37,38,39,40,41,42,43,44,45,46],"Financial Advisory","Investment Recommendations","Loan Products","Insurance Products","Risk Management","Business Relationship Management","Financial Services Industry Knowledge","Market Trends Analysis","Outreach Activities","Community Representation",1.2,{"name":16,"slug":17,"logo_url":13,"id":49,"jobs":50,"description_de":13,"description_en":13,"industry":13,"headquarters_city":13,"headquarters_country_iso":13,"latitude":13,"longitude":13,"website_url":13,"raw_street":13,"raw_city":13,"raw_zip_code":13,"raw_country":13,"raw_legal_form":13,"raw_bafin_id":13,"raw_trade_names":13,"raw_permissions":13,"translations":13},4193,[51,57,62],{"id":52,"slug":53,"title":54,"location":13,"raw_job_location_address_addressLocality":55,"raw_hiringOrganization_logo_url":13,"raw_description":56},72643,"financial-services-agent-operations-caisse-desjardins-de-la-nouvelle-beauce","Financial Services Agent, Operations","1017, boulevard Vachon Nord, Sainte-Marie","The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. More specifically, you will be required to : Prepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and taking note of sales opportunities for the account managers. Follow the instructions given by the tool. Add, verify and record activity and transactions (e.g., payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, register of personal and movable real rights registration). Finalize documents following member and client meetings by updating information in their files, taking note of follow-ups and updating their financial statements. Perform tasks related to line of credit monitoring, such as conducting a preliminary analyses to determine necessary coverages and adding changes and updates to the system as required. Process files and reports as needed (e.g., loan and guarantee follow-ups). Perform document filing and management tasks, including purging and archiving, according to practices and rules in effect. Contact members and clients as needed to follow up on missing documents or documents requiring signatures. Ensure files are complete and in compliance with all applicable deadlines and standards for quality. Respect all policies, practices and standards in effect for conducting transactions and operations securely. 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 Attestation of Collegial Studies A minimum of two years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required Ability to compile financial statements Knowledge of loan and guarantee contracts Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition Ability to enter financial data in the systems Knowledge of financing and credit management practices related to businesses Familiarity with compliance requirements for regulations on the distribution of financial products and services Understanding of the philosophy and inner workings of a financial services cooperative Knowledge of operational procedures related to financing and sales support activities Knowledge of service standards Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability Equity, Diversity, Inclusion and Accessibility 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! Trade Union (If applicable) Job Family Member\u002Fclient sales and service (FG) Unposting Date 2026-09-25 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first. The jobs you found aren’t the right fit? Introduce yourself: we want to know you!",{"id":58,"slug":59,"title":60,"location":13,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":13,"raw_description":61},56083,"wealth-management-advisor-caisse-desjardins-de-la-nouvelle-beauce","Wealth Management Advisor","As a wealth management 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 of individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You use your expertise to balance member\u002Fclient 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\u002Fclient 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 Specialized knowledge of tax, financial and succession issues for individuals and businesses 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 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 the Desjardins business processes Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Equity, Diversity, Inclusion and Accessibility 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! Trade Union (If applicable) Job Family Member\u002Fclient sales and service (FG) Unposting Date 2026-09-6 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first. The jobs you found aren’t the right fit? Introduce yourself: we want to know you!",{"id":10,"slug":11,"title":12,"location":13,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":13,"raw_description":63},"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\u002Fclient 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\u002Fclient 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 Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Equity, Diversity, Inclusion and Accessibility 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! Trade Union (If applicable) Job Family Member\u002Fclient sales and service (FG) Unposting Date 2026-10-21 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. 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