Personal Finance Advisor, Assigned Clientele

4 weeks ago


Cowansville Quebec JE, Brome-Missisquoi, Canada Desjardins Group Full time

As a personal finance advisor - assigned clientele, you help develop and maintain 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. In support of your advisor colleagues, you handle the financing and insurance needs of members and clients. You seize opportunities by providing members and clients with advice and support to optimize how available new technologies and different distribution channels are used, while protecting their interests and keeping them happy. Interpersonal savvy is therefore essential. You drive results by recommending and selling 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. More specifically, you will be required to :

  • Help members and clients set goals and advise them on the best strategies.

  • 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 be present 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.

What you bring to the table

  • College diploma in a related field

  • A minimum of two years 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

  • 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

  • Debt management

  • Notions of compliance with legislation respecting the distribution of financial products and services

  • Understanding of the philosophy and fundamentals of financial services cooperatives

  • Policies, legislation and standards related to products and services offered by the caisse

  • Desjardins business processes

  • Service standards

  • Techniques used to assess and monitor individual financing applications

  • Strategy recommendation and analysis applications

  • Desjardins applications

  • Caisse intranet portal

  • Sales and client management reports

  • Insurance products (financing and savings)

  • Savings and investment products

  • Consumer and mortgage financing products

  • Convenience products and services

  • Youth products

  • Estate settlement

Drive results, Interpersonal Savvy

#LI-Hybrid

Trade Union

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

Job Family

Member/client sales and service (FG)

Unposting Date

2024-08-31 #J-18808-Ljbffr

  • Waterloo, Quebec, J0E, Brome-Missisquoi, Canada Desjardins Group Full time

    As a personal finance advisor - assigned clientele, you help develop and maintain 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...


  • Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 202256Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing: Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential...


  • Cowansville, Quebec, J0E, Brome-Missisquoi, Canada Hajoca Corporation Part time

    Hajoca, 3000 Cofer Road, Richmond, Virginia, United States of America Req #6828 Monday, July 29, 2024 Hajoca Corporation is one of the country’s largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies. Founded in 1858, Hajoca is a company based on the principles of “Service, Integrity, Reliability,”...


  • Cowansville, Quebec, J0E, Brome-Missisquoi, Canada Spring Education Group Full time

    Chesterbrook Academy (#810), 2920 Old Pump Rd, Richmond, Virginia, United States of America Req #6678 Tuesday, July 2, 2024 Spring Education Group’s Early Childhood Education Divisionincludes nearly 150 schools offering services from infant care through Pre-K/K programs, as well as summer camp and after-school programs . Our locations span a nationwide...

  • Sales representative

    3 months ago


    Ange-Gardien, Quebec, J0E, Brome-Missisquoi, Canada Le Groupe JLD-Laguë Full time

    JLD-Laguë Group, authorized John Deere dealerships, is recognized as a leader in sales and service of new and used equipment. The opportunity to work in a pleasant, motivating and challenging environment! We have been in business for over 60 years, thanks to our 430 motivated and competent employees throughout our 18 locations. The company has experienced...

  • Financial Advisor

    1 month ago


    Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199315Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be: At Scotiabank we help employees build their futures – where they can be themselves, and win...


  • Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada The Institute for Performance and Learning Full time

    Human Resources AdvisorAt ABB, we are dedicated to addressing global challenges. Our core values: care, courage, curiosity, and collaboration - combined with a focus on diversity, inclusion, and equal opportunities - are key drivers in our aim to empower everyone to create sustainable solutions. Write the next chapter of your ABB story.This is a position...

  • Financial Advisor

    1 month ago


    Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be:At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and...


  • Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARECFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...


  • Dunham, Quebec, Brome-Missisquoi, Canada Transforce Beltal inc. Full time

    Job Title: Account Executive, Inside Sales and Customer Service Enterprise: Transforce Beltal Inc.Head Office et factory # 1: 2664 rue Principale, Dunham, Québec, J0E 1M0, CanadaFactory # 2: 1255 rue Blizzard, suite 180, Quebec, Quebec G2K 0A1, CanadaThe position is based in Quebec City but the chosen person will participate in the global sales activites of...


  • Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARECFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...


  • Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARECFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...

  • Musician

    1 month ago


    Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Canadian Armed Forces Part time

    Non-Commissioned Member | Full Time, Part TimeAs a member of the military, Musicians provide musical support for all aspects of military life, including ceremonial parades, military graduations, and ship ceremonies. They provide quality music designed to support Canadian Armed Forces (CAF) operations, foster morale and esprit de corps, and to promote...

  • Courier

    1 month ago


    Knowlton, Quebec, Brome-Missisquoi, Canada LifeLabs Medical Laboratory Services Full time

    Improve lives. Love your job. Grow your career.Are you someone who cares about the well-being of others? Be the one driving change.Want to change people’s lives for the better? Now you can. LifeLabs Medical Laboratory Services is a proud Canadian company with over 50 years’ experience. We provide laboratory testing services, which help healthcare...

  • Financial Planner

    2 months ago


    Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada National Bank Full time

    A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your job Identify clients’ investment and...


  • Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Advantage Personnel Full time

    Job Title: Customer Care CoordinatorShift: Monday to Friday, Days 8am – 4:30pmAnnual Salary: $58,000Location: Burlington, Ontario - Harvester Rd & South Service RdJob Type: Permanent HireWe are hiring a permanent Customer Service Representative to join our client's team! This company is a supplier of industrial products and services. The services they...


  • Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Canadian Armed Forces Part time

    Communication Electronics Engineering Officer OFFICER | Full Time, Part Time As a member of the military, Communication Electronics Engineering Officers provide telecommunications and information management services that support Canadian Armed Forces (CAF) operations in Canada and abroad.As a member of the military, Communication Electronics Engineering...


  • Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARECFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...


  • Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Home Depot of Canada Inc. Full time

    Position Purpose: Department Supervisors customarily works a flexible schedule, requiring both daytime and evening availability and shifts could be scheduled on any day of the week. In addition to being familiar with and able to perform the functions of the majority of other store positions, a Department Supervisor must be able to perform the tasks and...

  • Gunner

    1 month ago


    Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Canadian Armed Forces Part time

    Non-Commissioned Member | Full Time, Part Time In Demand As a member of the military, Gunners are responsible for surveillance and target acquisition, and indirect fire to engage the enemy.As a member of the military, Gunners are responsible for surveillance and target acquisition, and indirect fire to engage the enemy.As a Gunner you are responsible for...