Personal Finance Advisor

4 weeks ago

MontJoli, 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 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.

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.

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.

What you bring to the table:

  • Bachelor's degree in a related field.
  • A minimum of one year of relevant experience.
  • Knowledge of French is required.
  • Knowledge of current financial, economic, political, and legislative events.
  • Understanding of 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.
  • Familiarity with policies, legislation, and standards related to products and services offered by the caisse.
  • Knowledge of Desjardins business processes and service standards.
  • Techniques used to assess and monitor individual financing applications.

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. 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

#J-18808-Ljbffr

  • Personal Finance Advisor

    4 weeks ago

    Mont-Joli, Quebec, G5H, La Mitis, 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...

  • Banking Advisor

    1 week ago

    Mont-Joli, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals, and building long-term relationships.Key ResponsibilitiesGreet clients and answer their questions in...

  • Banking Advisor

    1 week ago

    Mont-Joli, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals, and building long-term relationships.Key ResponsibilitiesGreet clients and answer their questions in...

  • Banking Advisor

    4 months ago

    Mont-Joli, Canada National Bank of Canada Full time

    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**: - Greet clients and...

  • Banking Advisor

    4 months ago

    Mont-Joli, 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 weeks ago

    Mont-Joli, Canada National Bank 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

    1 week ago

    Mont-Joli, Canada National Bank 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

    1 day ago

    Mont-Joli, Canada National Bank 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

    2 weeks ago

    Mont-Joli, Canada National Bank Full time

    Youtube VideoA 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

    4 days ago

    mont-joli, Canada National Bank 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 weeks ago

    Mont-Joli, Canada National Bank 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

    2 weeks ago

    Mont-Joli, Canada National Bank 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

    4 days ago

    Mont-Joli, Canada National Bank Full time

    Attendance On-Site Job Number 22405 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 29-Aug-2024 Location: Mont-Joli, Quebec City Mont-Joli Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and...

  • Banking Advisor

    3 weeks ago

    Mont-Joli, Quebec, G5H, La Mitis, Canada National Bank 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: Greet...

  • Senior Accountant

    4 months ago

    Mont-Tremblant, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Fondé en 2001, le cabinet Fed Finance est spécialiste du recrutement temporaire...

  • Senior Accountant

    3 months ago

    Mont-Tremblant, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Fondé en 2001, le cabinet Fed Finance est spécialiste du recrutement temporaire...

  • Banking Advisor

    4 months ago

    Mont-Tremblant, Canada National Bank of Canada Full time

    **Primary Locations**:Mont-Tremblant, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:25**: 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...

  • Banking Advisor

    2 months ago

    Mont-Tremblant, Canada National Bank of Canada Full time

    **Primary Locations**:Mont-Tremblant, Quebec**: **Attendance**:On-site**: **Employee Status**:Temporary**: **Timeframe**:8 months**: **Schedule**:Part-time**: **Hours Number**:25**: 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...

  • Banking advisor

    4 weeks ago

    Mont-Saint-Hilaire, 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

    Mont-Saint-Hilaire, 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...