Bilingual Financial Services Advisor

Posted on November 24, 2022. Primary Region: Steinbach, MB

Your next job… your new joie de vivre

Manitoba’s oldest financial cooperative is inviting you to become part of its people.

We offer a sense of community, job satisfaction and room for career growth. We’re seeking bilingual candidates who are looking to plug into a respectful, progressive work environment.

Classification: Full-time, Permanent

We’re currently looking for people to fill the following position in: St. Pierre Jolys

More about the position

As a Financial Services Advisor, you forge and maintain lasting relationships with current and potential Caisse members. You actively promote customer loyalty, acquire and maintain a dedicated customer base. You provide advice to members regarding their financial matters and offer investment and credit related products according to the members’ needs while actively promoting the sale of related services.

What you bring:

  • Previous experience as a Credit Officer or Financial Services Advisor would be an asset
  • Relevant financial service experience at a caisse, credit union or bank
  • Experience in managing a lending portfolio and mortgage accreditation would be an asset
  • Excellent skills in sales and cross-selling techniques
  • Strong communication skills
  • Demonstrates interest and a positive attitude towards his or her own training and career evolution
  • Ability to put into practice principles of financial planning and offer advice to members by presenting them with financial solutions which will allow them to meet their objectives
  • Good knowledge of Microsoft Office products
  • Written and verbal French fluency is required (intermediary French is sufficient)

Salary is according to experience/qualifications and is accompanied by a comprehensive benefits package and incentive plan. We proudly provide a welcoming, diverse and caring workplace, work-life balance, career development, health and safety, among other rewards.


St. Pierre Jolys, MB

Job type: Full-time

Apply Now

Contact Information

Caisse Financial Group