Personal Finance Advisor- EN

4 weeks ago

RouynNoranda, Canada Desjardins Full time

Required

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.

More specifically, you will be required to:

  1. Advise members and clients on the best strategies and work with them to identify expected results.
  2. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
  3. Stay up-to-date on the financial services industry, market trends and best practices in your field.
  4. Participate in outreach activities and represent the caisse in the community.

What we offer

  1. Competitive salary and annual bonus
  2. 4 weeks of flexible vacation starting in the first year
  3. Defined benefit pension plan that provides predictable, stable income throughout retirement
  4. Group insurance including telemedicine
  5. Reimbursement of health and wellness expenses and telework equipment
  6. Benefits apply based on eligibility criteria.

What You Bring To The Table

  1. College diploma in a related field
  2. A minimum of two years of relevant experience
  3. Please note that other combinations of qualifications and relevant experience may be considered
  4. Mutual fund representative certificate – Autorité des marchés financiers
  5. Knowledge of French is required.

Trade Union

CAISSE DE ROUYN-NORANDA (T: 30167)

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

2024-08-30

#J-18808-Ljbffr

  • Personal Finance Advisor

    4 weeks ago

    Rouyn-Noranda, Canada Desjardins Group Full time

    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...

  • Personal Finance Advisor

    4 weeks ago

    Rouyn-Noranda, Canada Desjardins Group Full time

    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...

  • Personal Finance Advisor

    3 months ago

    Rouyn-Noranda, Canada Desjardins Full time

    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...

  • Personal Finance Advisor

    1 week ago

    Rouyn-Noranda, Canada Desjardins Full time

    About the RoleAs a Personal Finance Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their...

  • Personal Finance Advisor

    1 week ago

    Rouyn-Noranda, Canada Desjardins Full time

    About the RoleAs a Personal Finance Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their...

  • Personal Finance Advisor- EN

    4 weeks ago

    Rouyn-Noranda, Quebec, J0Y, Abitibi, Canada Desjardins Full time

    RequiredAs 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...

  • Personal Finance Advisor

    4 weeks ago

    Rouyn-Noranda, Quebec, J0Y, Abitibi, Canada Desjardins Group Full time

    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 advisor- EN

    4 weeks ago

    Rouyn-Noranda, Canada Desjardins Full time

    You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service to offer the highest quality financial solutions tailored to their needs.Main Position In The Caisse Network:Wealth...

  • Financial advisor- EN

    4 weeks ago

    Rouyn-Noranda, Canada Desjardins Full time

    You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service to offer the highest quality financial solutions tailored to their needs.Main Position In The Caisse Network:Wealth...

  • Financial advisor

    4 weeks ago

    Rouyn-Noranda, Canada Desjardins Full time

    You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs.Main position in the caisse...

  • Financial advisor

    4 weeks ago

    Rouyn-Noranda, Canada Desjardins Full time

    You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs.Main position in the caisse...

  • Financial advisor- EN

    4 weeks ago

    Rouyn-Noranda, Quebec, J0Y, Abitibi, Canada Desjardins Full time

    You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service to offer the highest quality financial solutions tailored to their needs.Main Position In The Caisse Network:Wealth...

  • Banking Advisor

    4 months ago

    Rouyn-Noranda, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

  • Banking Advisor

    4 weeks ago

    Rouyn-Noranda, Canada National Bank of Canada Full time

    Join to apply for the Banking Advisor role at National Bank of Canada.Your job:Greet clients and answer questions.Help clients use our banking applications and ABMs.Listen to clients’ needs and resolve situations that may be complex.Give advice and offer transaction solutions for Personal Banking clients.Demonstrate the ability to build lasting business...

  • Banking Advisor

    4 weeks ago

    Rouyn-Noranda, Canada National Bank of Canada Full time

    Join to apply for the Banking Advisor role at National Bank of Canada.Your job:Greet clients and answer questions.Help clients use our banking applications and ABMs.Listen to clients’ needs and resolve situations that may be complex.Give advice and offer transaction solutions for Personal Banking clients.Demonstrate the ability to build lasting business...

  • Banking Advisor

    4 months ago

    Rouyn-Noranda, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: -...

  • Banking Advisor

    3 days ago

    Rouyn-Noranda, Canada National Bank Full time

    Attendance On-Site Job Number 22249 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Aug-2024 Location: Rouyn-Noranda, Quebec City Rouyn-Noranda Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a...

  • Technicienne ou Technicien en Administration

    3 months ago

    Rouyn-Noranda, Canada Université du Québec en Abitibi-Témiscamingue Full time

    Dès sa création, l’UQAT a fait du domaine des ressources minérales un élément central de sa contribution à la recherche et à la création. À l’UQAT, la recherche, la formation et la prestation de services spécialisés dans le domaine minier sont principalement chapeautées par l’Institut de recherche en mines et en environnement (IRME) et...

  • Conseiller en développement de la recherche

    4 weeks ago

    Rouyn-Noranda, Canada Université du Québec en Abitibi-Témiscamingue Full time

    ContexteLe Décanat à la recherche et à la création joue un rôle essentiel dans la promotion et le soutien des initiatives de recherche et de création. Il est chargé de la mise en œuvre de diverses politiques et de l'accompagnement des projets de recherche, qu'ils soient appliqués ou contractuels, en collaboration avec des organismes publics et...

  • Conseiller en développement de la recherche

    4 weeks ago

    Rouyn-Noranda, Canada Université du Québec en Abitibi-Témiscamingue Full time

    Présentation du posteLe Décanat à la recherche et à la création (secteur recherche) est chargé de la mise en œuvre des initiatives de développement, d'animation et de promotion des activités de recherche et de création, ainsi que de l'application de diverses politiques y afférentes. Ce service soutient le développement et la gestion de projets de...