Personal Finance Advisor

2 weeks ago

Embrun, 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-06


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 of young people and individual members. Interpersonal savvy is therefore essential.

You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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

Caisse Desjardins Ontario Credit Union Inc.

serves 134,700 active members, primarily in the personal, commercial, real estate and agricultural sectors, from 49 branches with close to 740 employees.

Its business volume exceeds $18.9 billion, with assets of more than $9.9 billion, including more than $5.2 billion in individual loans and more than $3.6 billion in business loans.

The caisse's balance sheet savings total is more than $6.9 billion.


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- The work arrangement for the position is full-time on-site work #LI-Onsite- Travel : 25% of the Time- Number of jobs available: 1

Qualifications:

  • College diploma in a related field
  • A minimum of 2 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- Hold an mutual fund representative certificate from the Ontario Securities Commission- For vacant positions available in Ontario, please note that knowledge of French is required


Specific knowledge- Knowledge of current financial, economic, political and legislative events- 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 the integration of financial data into computer systems.

- 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 coopératives- Knowledge of policies, legislation and standards related to products and services offered by the caisse- Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes- Knowledge of service standards Strong communication skills in both French and English, both oral and written

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins Ontario_Embrun (MT)

Trade Union

Non Syndiqué

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.

  • Personal Finance Advisor

    4 weeks ago

    Embrun, 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...

  • Personal Finance Advisor

    3 weeks ago

    Embrun, Canada Desjardins Full time

    As a personal finance advisor to the - Desjardins Ontario Credit Union , 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...

  • Finance Assistant

    1 week ago

    Embrun, Canada Embrun Ford Full time

    **About us** Embrun Ford is a small business in Embrun, ON K4R 1W1. We are professional, agile, professional and our goal is to Embrun Ford Sales is a locally owned community dealership. We treat our employees and guests like family. We are currently enjoying a 35% increase in sales and 45% increase in service/parts. We have plans to expand service and...

  • Customer Service Advisor

    2 weeks ago

    Embrun, Canada Embrun Ford Sales LTD Full time

    Embrun Ford is looking to add a Service Advisor to our Service Department team! We are looking for someone who is a people person, someone who stands out from the crowd, and will go the extra mile to make sure each and every customer who comes through our service department leaves completely satisfied with their experience at our...

  • Customer Service Advisor

    4 weeks ago

    Embrun, Canada Embrun Ford Sales LTD Full time

    Embrun Ford is looking to add a Service Advisor to our Service Department team! We are looking for someone who is a people person, someone who stands out from the crowd, and will go the extra mile to make sure each and every customer who comes through our service department leaves completely satisfied with their experience at our...

  • Automotive Service Advisor

    3 weeks ago

    Embrun, Canada Laplante Dodge Full time

    **We offer** an above average base salary with monthly bonus, a premium health benefits package, continuous training and development as well as internal career growth opportunities. **Responsibilities**: - Welcome customers as soon as they enter the building; - Open work orders and expertly recommend required automotive maintenance and repairs to the...

  • Service Advisor

    3 weeks ago

    Embrun, Canada Kärcher Municipal North America Full time

    **Job description** As a Service Administrator, you will be responsible for the coordination between the Production/Service department and internal and external customers; working directly with the Production/Service Supervisor and assisting with organizing the workshop in the most efficient way. You will be required to create and process work orders and...

  • Automotive Service Advisor

    1 week ago

    Embrun, Canada Laplante Dodge Full time

    **We offer** an above average base salary with monthly bonus, a premium health benefits package, continuous training and development as well as internal career growth opportunities. **Responsibilities**: - Welcome customers as soon as they enter the building; - Open work orders and expertly recommend required automotive maintenance and repairs to the...

  • Direct Support Professional

    1 week ago

    Embrun, Canada Deafblind Ontario Services Full time

    **BONUS**: Upon hire, you will receive a $500 signing bonus on your first paycheck after your employment commences. After 3 months of continuous employment you will receive $500, and then another $500 after 6 months of continuous employment and then a final $500 after 1 year of continuous employment. **Ready to make a difference? Join our team!** Direct...

  • Direct Support Professional

    3 weeks ago

    Embrun, Canada Deafblind Ontario Services Full time

    **BONUS**: Upon hire, you will receive a $500 signing bonus on your first paycheck after your employment commences. After 3 months of continuous employment you will receive $500, and then another $500 after 6 months of continuous employment and then a final $500 after 1 year of continuous employment. **Ready to make a difference? Join our team!** Direct...

  • Direct Support Professional

    4 weeks ago

    Embrun, Canada Deafblind Ontario Services Full time

    **BONUS**: Upon hire, you will receive a $500 signing bonus on your first paycheck after your employment commences. After 3 months of continuous employment you will receive $500, and then another $500 after 6 months of continuous employment and then a final $500 after 1 year of continuous employment. **Ready to make a difference? Join our team!** Direct...

  • Direct Support Professional

    4 weeks ago

    Embrun, Canada Deafblind Ontario Services Full time

    **BONUS**: Upon hire, you will receive a $500 signing bonus on your first paycheck after your employment commences. After 3 months of continuous employment you will receive $750, and then another $1000 after 6 months of continuous employment and then a final $500 after 1 year of continuous employment. **Ready to make a difference? Join our team!** Direct...

  • Direct Support Professional

    7 days ago

    Embrun, Canada DeafBlind Ontario Services Full time

    Direct Support Professional - Part-time Relief Embrun, ON K0A, Canada Req #1221 Friday, May 24, 2024 BONUS: Upon hire, you will receive a $500 signing bonus on your first paycheck after your employment commences. After 3 months of continuous employment you will receive $500, and then another $500 after 6 months of continuous employment and then a...

  • Direct Support Professional

    5 days ago

    Embrun, Canada DeafBlind Ontario Services Full time

    Direct Support Professional - Part-time Relief Embrun, ON K0A, Canada Req #1221 Friday, May 24, 2024 BONUS: Upon hire, you will receive a $500 signing bonus on your first paycheck after your employment commences. After 3 months of continuous employment you will receive $500, and then another $500 after 6 months of continuous employment and then a...

  • Direct Support Professional

    2 weeks ago

    Embrun, Canada Deafblind Ontario Services Full time

    BONUS: Upon hire, you will receive a $500 signing bonus on your first paycheck after your employment commences. After 3 months of continuous employment you will receive $500, and then another $500 after 6 months of continuous employment and then a final $500 after 1 year of continuous employment.Ready to make a difference? Join our teamDirect Support...

  • Direct Support Professional

    2 weeks ago

    Embrun, Canada Deafblind Ontario Services Full time

    BONUS: Upon hire, you will receive a $500 signing bonus on your first paycheck after your employment commences. After 3 months of continuous employment you will receive $750, and then another $1000 after 6 months of continuous employment and then a final $500 after 1 year of continuous employment.Ready to make a difference? Join our teamDirect Support...

  • Éducateur(Trice) en Petite Enfance

    3 weeks ago

    Embrun, Canada Aféseo Full time

    **À propos de nous** L’association francophone à l’éducation des services à l’enfance de l’Ontario (AFÉSEO) est l’organisme provincial francophone qui est le porte-parole et qui agit pour la petite enfance en Ontario. À travers ses trois centres de leadership, l’AFÉSEO appuie la recherche en petite enfance ainsi que les projets pilotes...