e–Caisse Login

Member Service Advisor – Winnipeg (Lakewood)/Ile des Chenes

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. And don’t panic if your French isn’t perfect, we’ll be there to help you fill in the gaps with training and support.

Classification: Approximate 13-month term, Full-time

Work Locations in Manitoba: Winnipeg (Lakewood) and Ile des Chenes

More about the position
The Member Service Advisor (MSA) creates and sustains life-long relationships with current and new Caisse members. You actively promote customer loyalty, maintain a dedicated customer base, provide financial advice to members and offer specific investment-related products based on members’ needs. We also expect the MSA to take charge of developing and delivering training materials to new Member Service Representatives and Officers.

What you bring:

− Hands-on experience at a similar level from a caisse, credit union or bank
− Excellent knowledge of financial products such as RRSP, RESP, RRIF, GIC and TFSA
− Able to breakdown and present members with financial information and put effective solutions into practice
− Demonstrable can-do attitude on the job
− Excellent presentation and communication skills
− Strong skills in sales and cross-selling techniques
− Able to share your knowledge and train newly-hired employees on cash drawer, daily tasks, procedures, bank transactions, etc.
− Able to answer learners’ questions and provide them with feedback and positive support
− Good, working knowledge of Microsoft Office
− Proficiency in French is required, both written and verbal (intermediary is fine)

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.

Closing Date: November 24, 2023

Please submit your resume with cover letter to:
Human Resources
Caisse Financial Group
400 – 205 Provencher Boulevard
Winnipeg, Manitoba R2H 0G4

Or apply on line here:

Apply for job

We thank all applicants however only those candidates selected for an interview will be contacted.