Personal Finance Advisor
4 weeks ago
Job Description 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. 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 Benefits apply based on eligibility criteria. What You Bring To The Table College diploma in a related field A minimum of two years of relevant experience Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Knowledge of current financial, economic, political and legislative events. Company Commitment 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. 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 Trade Union (If applicable): Caisses et Centres du SLSJ - CSN (00029) (2012-03-23 - ). Seniority level: Entry level. Employment type: Full-time. Job function: Finance and Sales. Industries: Banking. #J-18808-Ljbffr
-
Personal Finance Advisor
4 weeks ago
Saguenay, Canada Desjardins Full timeJob Description 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...
-
Personal Finance Advisor
3 weeks ago
Saguenay, Canada Desjardins Full timeApply for the Personal Finance Advisor role at Desjardins. Responsibilities 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...
-
Personal Finance Advisor
2 weeks ago
Saguenay, Quebec, Canada Desjardins Full time $60,000 - $120,000 per yearThe work mode arrangement for the position is full-time on siteAs 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...
-
Personal Finance Advisor
1 week ago
Saguenay, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site.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...
-
Client-Focused Personal Finance Advisor
3 weeks ago
Saguenay, Canada Desjardins Full timeA leading financial institution in Saguenay is seeking a Personal Finance Advisor to develop solid relationships with clients. This role involves advising on financial solutions and ensuring client satisfaction while managing investments and loans. The ideal candidate has a Bachelor's degree and at least one year of relevant experience. This full-time...
-
Personal Finance Advisor — Hybrid, Investment
4 weeks ago
Saguenay, Canada Desjardins Group Full timeA leading financial cooperative in Quebec is seeking a Personal Finance Advisor to develop and maintain relationships with clients. This role involves advising on financial strategies, managing client satisfaction, and requires a Bachelor's degree along with a mutual fund representative certificate. Proficiency in French is essential. Competitive salary and...
-
Personal Finance Advisor — Hybrid, Investment
4 weeks ago
Saguenay, Canada Desjardins Group Full timeA leading financial cooperative in Quebec is seeking a Personal Finance Advisor to develop and maintain relationships with clients. This role involves advising on financial strategies, managing client satisfaction, and requires a Bachelor's degree along with a mutual fund representative certificate. Proficiency in French is essential. Competitive salary and...
-
Advisor, Investment and financing
2 weeks ago
Saguenay, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site.Several opportunities are currently available in the Saguenay-Lac-Saint-Jean region.Required:As an investment and financing advisor, 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...
-
Advisor, Investment and financing
2 weeks ago
Saguenay, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site.Several opportunities are currently available in the Saguenay-Lac-Saint-Jean region.Required:As an investment and financing advisor, 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...
-
Banking Advisor
4 weeks ago
Saguenay, Canada NBC Full timeA leading financial institution in Saguenay seeks a Banking Advisor to provide tailored financial advice and support. The role includes client interaction, compliance, and opportunities for career advancement. Candidates are required to have a college diploma and willingness to obtain a mutual fund representative licence. The position offers a range of...
