Personal Finance Advisor
4 weeks ago
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.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 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 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 requiredAt 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 Member/client sales and service (FG)Sainte-Julienne, Quebec, Canada #J-18808-Ljbffr
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Personal Finance Advisor
4 weeks ago
Sainte-Julienne, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 1637, route 125 , Sainte-Juliennetime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2514309As a personal finance advisor, you’re responsible for developing and maintaining lasting and...
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Personal Finance Advisor
4 weeks ago
Sainte-Julienne, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 1637, route 125 , Sainte-Juliennetime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2514309As a personal finance advisor, you’re responsible for developing and maintaining lasting and...
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Personal Finance Advisor
3 weeks ago
Sainte-Julienne, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 1637, route 125 , Sainte-Juliennetime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2514309As a personal finance advisor, you’re responsible for developing and maintaining lasting and...
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Personal Finance Advisor
1 week ago
Sainte-Julienne, Quebec, Canada Desjardins Full time $60,000 - $100,000 per yearAs 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...
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Personal Finance Advisor
4 weeks ago
Sainte-Julienne, Canada Desjardins Full timeRequiredAs 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...
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Hybrid Personal Finance Advisor
4 weeks ago
Sainte-Julienne, Canada Desjardins Group Full timeA leading financial cooperative in Canada is seeking a Personal Finance Advisor to develop trusted business relationships with clients. You will advise clients on financial strategies, manage relationships, and participate in community outreach. A Bachelor's degree and experience are required, along with proficiency in French. This position offers a...
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Hybrid Personal Finance Advisor
3 weeks ago
Sainte-Julienne, Canada Desjardins Group Full timeA leading financial cooperative in Canada is seeking a Personal Finance Advisor to develop trusted business relationships with clients. You will advise clients on financial strategies, manage relationships, and participate in community outreach. A Bachelor's degree and experience are required, along with proficiency in French. This position offers a...
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Sainte-Julienne, Canada Desjardins Full timeA leading financial institution is seeking a personal finance advisor in Sainte-Julienne, Quebec. The role involves developing strong relationships with clients, offering tailored financial advice, and driving satisfaction. Candidates should have a relevant degree, a minimum of one year of experience, and a mutual fund representative certificate. Knowledge...
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Sainte-Julienne, Canada Desjardins Full timeA leading financial institution is seeking a personal finance advisor in Sainte-Julienne, Quebec. The role involves developing strong relationships with clients, offering tailored financial advice, and driving satisfaction. Candidates should have a relevant degree, a minimum of one year of experience, and a mutual fund representative certificate. Knowledge...
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Personal Finance Advisor
4 weeks ago
Sainte-Croix, Canada Desjardins Full timeOverviewPersonal Finance Advisor at DesjardinsAs 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...
