Personal Finance Advisor
2 weeks ago
OverviewThe work mode arrangement for the position is full-time on site for the first year, followed by a hybrid work model.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. More specifically, you will be required to:ResponsibilitiesAdvise members and clients on the best strategies and work with them to identify expected resultsManage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvementStay up-to-date on the financial services industry, market trends and best practices in your fieldParticipate in outreach activities and represent the caisse in the communityWhat we offerCompetitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment*Benefits apply based on eligibility criteria.What you bring to the tableCollege diploma in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredAvailable for frequent travel at the request of members and clientsAvailable to work one evening a week until 8 p.m.Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning#LI-OnsiteTrade Union (If applicable)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 askJob FamilyMember/client sales and service (FG)Unposting Date2025-11-21 #J-18808-Ljbffr
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Personal Finance Advisor
1 week ago
Drummondville, Canada Desjardins Full timeAs a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by reviewing special...
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Advisor, Investment and Financing
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Drummondville, Canada Desjardins Full time1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features. Several opportunities are currently available in the Centre-du-Québec region.RequiredAs an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with...
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Advisor, Investment and Financing
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Drummondville, Canada Desjardins Full time1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features. Several opportunities are currently available in the Centre-du-Québec region.RequiredAs an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with...
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Drummondville, Canada Soucy Full timeLegal Advisor Soucy is looking for a Legal Advisor to play a key role in strategic decision‑making and drive legal activities across corporate, intellectual property, and environmental law sectors. You will analyse, draft, negotiate contracts, ensure compliance, and collaborate with stakeholders throughout the company. In This Position, You Will Have The...
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