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Terrebonne, Canada Desjardins Full timePersonal Finance Advisor, Assigned Clientele Join to apply for the Personal Finance Advisor, Assigned Clientele role at Desjardins. Posted 2 days ago. Be among the first 25 applicants. Responsibilities Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess member/client...
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Personal Finance Advisor
4 weeks ago
Position OverviewAs a personal finance advisor, you’ll develop and maintain lasting, trusting relationships with members and clients to ensure their satisfaction. You’ll listen to their needs, offer finance‑appropriate advice, help them choose suitable solutions, and recommend investments, loans, and insurance products. Your role involves balancing member‑client satisfaction, business objectives, profitability, and prudent risk management while collaborating with partners and experts to design integrated strategies that meet member and client needs.ResponsibilitiesAdvise 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 Desjardins in the community.QualificationsBachelor’s degree in a related field.A minimum of one year of relevant experience (other combinations may be considered).Mutual fund representative certificate – Autorité des marchés financiers.Proficiency in French.Knowledge of current financial, economic, political, and legislative events.Knowledge of all products and services offered by Desjardins and competitors.Debt management experience.Understanding of compliance with legislation regarding the distribution of financial products and services.Understanding of the philosophy and fundamentals of financial services cooperatives.Knowledge of policies, legislation, and standards related to Desjardins products and services.Familiarity with Desjardins business processes and service standards.Techniques used to assess and monitor individual financing applications.BenefitsCompetitive salary and annual bonus.Four weeks of flexible vacation starting in the first year.Defined benefit pension plan that provides stable retirement income.Group insurance, including telemedicine.Reimbursement for health and wellness expenses and telework equipment.Job FamilyMember/client sales and service (FG)Seniority LevelEntry levelEmployment TypeFull-timeJob FunctionFinance and SalesIndustryBankingEqual Opportunity StatementAt 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. 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 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
