Personal Finance Advisor

Join to apply for the Personal Finance Advisor role at Desjardins4 days ago Be among the first 25 applicantsJoin to apply for the Personal Finance Advisor role at DesjardinsGet AI-powered advice on this job and more exclusive features.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 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:Advise 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 communityRequiredAs 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:Advise 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 offer*Competitive 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 equipmentBenefits apply based on eligibility criteria.What You Bring To The TableBachelor's degree in a related fieldA minimum of one year 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 requiredKnowledge of current financial, economic, political and legislative eventsAll products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitorsDebt managementNotions of compliance with legislation respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesPolicies, legislation and standards related to products and services offered by the caisseDesjardins business processesService standardsTechniques used to assess and monitor individual financing applicationsCurious about this profession? Click hereAt 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)Seniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesBankingReferrals increase your chances of interviewing at Desjardins by 2xSign in to set job alerts for “Financial Advisor” roles.Bas-Saint-Laurent, Quebec, Canada 2 weeks agoBas-Saint-Laurent, Quebec, Canada 2 days agoFinancial Security Advisor, Insurance- ENAdvisory Agent, Member and Client ExperienceBas-Saint-Laurent, Quebec, Canada 2 weeks agoBas-Saint-Laurent, Quebec, Canada 2 weeks agoBas-Saint-Laurent, Quebec, Canada 2 weeks agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr