Personal Finance Advisor
1 week ago
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. Plus spécifiquement, vous serez amené(e) à: 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. #LI-Hybrid What you bring to the table College diploma in a related field A minimum of three years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Knowledge of current financial, economic, political and legislative events All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors Debt management Notions of compliance with legislation respecting the distribution of financial products and services Understanding of the philosophy and fundamentals of financial services cooperatives Policies, legislation and standards related to products and services offered by the caisse Desjardins business processes Service standards Techniques used to assess and monitor individual financing applications Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Trade Union (If applicable) CAISSE MANIC-OUTARDES (20408 / Conv_Col_00071) (2019-08-08 - ) 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 ask #J-18808-Ljbffr
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Personal Finance Advisor
1 week ago
Baie-Comeau, 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...
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Personal Finance Advisor
4 days ago
Baie-Comeau, 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...
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Personal Finance Advisor
1 week ago
Baie-Comeau, Canada Desjardins Full timeOverviewBe among the first 25 applicants. The work mode arrangement for the position is full-time on site.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’ needs,...
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Personal Finance Advisor
1 week ago
Baie-Comeau, Canada Desjardins Full timeAs 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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Baie-Comeau, Canada Desjardins Group Full timeA leading financial institution in Canada is seeking a Personal Finance Advisor responsible for developing strong relationships with clients and offering tailored financial solutions. The ideal candidate must have a college diploma, at least three years of relevant experience, and a mutual fund representative certificate. This role offers a competitive...
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Advisor, Investment and Financing
7 days ago
Baie-Comeau, Canada Desjardins Full timeSeveral opportunities are currently available in the Côte-Nord 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 service so as...
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Personal Finance Advisor
1 week ago
La Baie, 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...
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Personal Finance Advisor
1 week ago
La Baie, 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...
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Banking advisor
1 week ago
Baie-Comeau, Canada NBC Full timeAttendance On-Site Job number 26984 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 11-Jun-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Location: Baie-Comeau, Quebec City Baie-Comeau Province/State Quebec Area(s) of interest: Advisory services, Personal banking...
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Wealth Management Advisor
1 week ago
Baie-Comeau, Canada Desjardins Full timeJoin to apply for the Wealth Management Advisor role at Desjardins 1 week ago Be among the first 25 applicants Required As a wealth management 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’...
