Personal Finance Advisor
1 week ago
As a personal finance advisor, you are responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. You listen to their needs, offer tailored advice and help them choose appropriate solutions to meet their financial goals. You work mainly with individual members and businesses, driving results by recommending investments, loans and insurance products. You balance member/client satisfaction, business objectives, profitability and prudent risk management. 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 community Qualifications Bachelor's degree in a related fieldA minimum of one year of relevant experienceMutual 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 applications Benefits 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. 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
2 weeks ago
Saint-Raphaël, Canada Desjardins Group Full timeOverviewAs 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...
-
Saint-Raphaël, Canada Desjardins Group Full timeA leading financial services firm in Saint-Raphaël is seeking a Personal Finance Advisor to develop and maintain business relationships. The ideal candidate will need a Bachelor's degree and at least one year of experience, along with proficiency in French. Responsibilities include advising clients, managing relationships, and staying updated on industry...
-
Saint-Raphaël, Canada Desjardins Full timeA leading financial services cooperative is seeking a Personal Finance Advisor in Saint-Raphaël, Quebec. The successful candidate will develop and maintain business relationships while advising clients on tailored financial strategies. Applicants should hold a relevant Bachelor's degree and possess at least a year of experience, along with a mutual fund...
-
Advisor, Investment and Financing
2 weeks ago
Saint-Raphaël, Canada Desjardins Group Full timeMany opportunities are currently available in the Chaudière-Appalaches region.As 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 the objective of optimizing their financial health. You will be committed to providing excellent customer...
-
Advisor, Investment and Financing
1 week ago
Saint-Raphaël, Canada Desjardins Full time1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Many opportunities are currently available in the Chaudière-Appalaches region. 📍 Required As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific...
-
Saint-Raphaël, Canada Desjardins Full timeA financial services institution is seeking an advisor in investment and financing in Quebec. The role requires excellent customer service skills and the ability to develop tailored financial solutions for clients. Candidates should hold a college diploma and have at least two years of relevant experience. Knowledge of French is essential, along with a valid...
-
Personal Finance Advisor
2 weeks ago
Saint-Anselme, Canada Desjardins Full timePersonal Finance Advisor – Desjardins Join us to apply for the Personal Finance Advisor role at Desjardins. The position calls for an individual who can create and maintain lasting, trusting business relationships with members and clients, specifically young people and individual members, ensuring satisfaction while driving business results....
-
Personal Finance Advisor
2 weeks ago
Saint-Anselme, Canada Desjardins Group Full timeOverviewAs 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...
-
Personal Finance Advisor
7 hours ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at Desjardins 2 days ago – Be among the first 25 applicants Required 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’...
-
Personal Finance Advisor
2 weeks ago
Saint-Joseph-de-Beauce, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at Desjardins 4 days ago Be among the first 25 applicants 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...
