Personal Finance Advisor

1 week ago

Montreal, Quebec, Canada Desjardins Full time
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.

Job Level

NV-07


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/client 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.

General Information on the Position

Main Responsibilities- Advise members and clients on the best strategies and work with them to identify expected results- Manage business relationships, assess member/client 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

Other working conditions- Number of jobs available : 2

Qualifications:

  • Bachelor's degree in a related field
  • A minimum of 1 year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- Hold a mutual fund representative certificate - Autorité des marchés financiers- For vacant positions available in Quebec, please note that knowledge of French is required


Specific knowledge- Knowledge of financial, economic, political and legislative news- Knowledge of all the products and services available to Caisse members and those offered by Desjardins Business Centres, components, and Desjardins and competitor distribution networks- Knowledge of debt management- Knowledge and notions of compliance with laws on the distribution of financial products and services- Knowledge of the philosophy and operations of a financial services cooperative- Knowledge of policies, legislation and standards related to products and services offered by the Caisse- Knowledge of the Desjardins business process and service standards Advanced knowledge of English due to the nature of the duties or work tools or because the position involves interactions with (language)-speaking partners, members and/or clients.

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Work Location

Caisse Desjardins du Quartier-Latin de Montréal

Trade Union

CAISSE DU QUARTIER-LATIN DE MTL (T: 30008)

Unposting Date

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.

It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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