Personal Finance Advisor
3 weeks ago
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.
Job Level
NV-06
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.
General Information on the Position
Main 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.
Other working conditions- The work arrangement for the position is full-time on-site work #LI-Onsite- Number of jobs available : 1
**Qualifications**:
- College diploma in a related field- A minimum of 2 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- Hold a Mutual fund sales representative certificate issued by the Autorité des marchés financiers- For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge- Knowledge of current financial, economic, political and legislative events.- Knowledge of 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.- Knowledge of the integration of financial data into computer systems.- Knowledge of debt management.- Knowledge of compliance with legislation respecting 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 products and services offered by the caisse.- Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes.- Knowledge of service standards.Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Drive results, Interpersonal Savvy
Work Location
Caisse Desjardins du Coeur des Hautes-Laurentides
Trade Union
CAISSE DU CŒUR DES HAUTES-LAURENTIDES (T: 30117)
Unposting Date
2023-03-2
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
-
Financial Services Agent
4 weeks ago
Mont-Laurier, Canada Desjardins Full timeAt 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...
-
Banking Advisor
2 weeks ago
Mont-Tremblant, Canada National Bank of Canada Full time**Primary Locations**:Mont-Tremblant, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Mont-Tremblant, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and...
-
Banking Advisor
2 days ago
Mont-Tremblant, Canada National Bank of Canada Full time**Primary Locations**:Mont-Tremblant, Quebec**: **Attendance**:On-site**: **Employee Status**:Temporary**: **Timeframe**:12 months**: **Schedule**:Part-time**: **Hours Number**:20**: As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll...
-
Senior Accountant
1 week ago
Mont-Tremblant, Canada Fed Finance Full timeFounded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Fondé en 2001, le cabinet Fed Finance est spécialiste du recrutement temporaire...
-
Senior accountant
4 days ago
Mont-Tremblant, Canada Fed Finance Full timeFounded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Fondé en 2001, le cabinet Fed Finance est spécialiste du recrutement temporaire...
-
Senior accountant
5 days ago
Mont-Tremblant, Canada Fed Finance Full timeFounded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Fondé en 2001, le cabinet Fed Finance est spécialiste du recrutement temporaire...
-
Senior accountant
4 days ago
Mont-Tremblant, Canada Fed Finance Full timeFounded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Fondé en 2001, le cabinet Fed Finance est spécialiste du recrutement temporaire...
-
Banking Advisor
4 days ago
Mont-Joli, Canada National Bank of Canada Full timeYoutube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: -...
-
Senior Accountant
5 days ago
Mont-Tremblant, QC, Canada Fed Finance Full timeFounded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Fondé en 2001, le cabinet Fed Finance est spécialiste du recrutement...
-
Senior accountant
5 days ago
Mont-Tremblant, QC, Canada Fed Finance Full timeFounded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Fondé en 2001, le cabinet Fed Finance est spécialiste du recrutement...
-
Small Business Advisor
1 day ago
Mont-Saint-Hilaire, Canada Scotiabank Full timeRequisition ID: 168378 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...
-
Senior Accountant
1 week ago
Mont-Tremblant, QC, J0T, Les Laurentides, Canada Fed Finance Full timeFounded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Fondé en 2001, le cabinet Fed Finance est spécialiste du recrutement temporaire...
-
Banking Advisor
7 days ago
Mont-Saint-Hilaire, Canada National Bank Full timeAttendance On-Site Job Number 19672 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 07-Feb-2024 Location: Mont-Saint-Hilaire, Quebec City Mont-Saint-Hilaire Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank...
-
Banking Advisor
6 days ago
Mont-Saint-Hilaire, Canada National Bank Full timeAttendance On-Site Job Number 19672 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 07-Feb-2024 Location: Mont-Saint-Hilaire, Quebec City Mont-Saint-Hilaire Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank...
-
Bilingual Human Resources Advisor
4 days ago
Mont-Tremblant, Canada Giant Tiger Full timeJob Description: Giant Tiger is looking for a fully Bilingual Human Resources Advisor to support a section of our Quebec and Ontario stores! This is a hybrid role that requires travel to our stores, so the ideal candidate would be located in or near Quebec or Ottawa. When not traveling to our stores, the Bilingual HR Advisor will follow Giant Tiger's Work...
-
Bilingual Human Resources Advisor
4 days ago
Mont-Tremblant, Canada Giant Tiger Full timeJob Description: Giant Tiger is looking for a fully Bilingual Human Resources Advisor to support a section of our Quebec and Ontario stores! This is a hybrid role that requires travel to our stores, so the ideal candidate would be located in or near Quebec or Ottawa. When not traveling to our stores, the Bilingual HR Advisor will follow Giant Tiger's Work...
-
Bilingual Human Resources Advisor
4 days ago
Mont-Tremblant, Canada Giant Tiger Full timeJob Description: Giant Tiger is looking for a fully Bilingual Human Resources Advisor to support a section of our Quebec and Ontario stores! This is a hybrid role that requires travel to our stores, so the ideal candidate would be located in or near Quebec or Ottawa. When not traveling to our stores, the Bilingual HR Advisor will follow Giant Tiger's Work...
-
Bilingual Human Resources Advisor
4 days ago
Mont-Tremblant, Canada Giant Tiger Full timeDescription du poste : Giant Tiger is looking for a fully Bilingual Human Resources Advisor to support a section of our Quebec and Ontario stores! This is a hybrid role that requires travel to our stores, so the ideal candidate would be located in or near Quebec or Ottawa. When not traveling to our stores, the Bilingual HR Advisor will follow Giant...
-
Bilingual Human Resources Advisor
4 days ago
Mont-Tremblant, Canada Giant Tiger Full timeJob Description : Giant Tiger is looking for a fully Bilingual Human Resources Advisor to support a section of our Quebec and Ontario stores! This is a hybrid role that requires travel to our stores, so the ideal candidate would be located in or near Quebec or Ottawa. When not traveling to our stores, the Bilingual HR Advisor will follow Giant Tiger's...
-
Customer Service Advisor
3 days ago
Mont-royal, Canada 21M Marketing Full time'''Overview''' We are a Jewelry manufacturer in VSL, seeking a highly motivated and customer-oriented individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be the first point of contact for our customers, providing exceptional service and support. If you have a passion for delivering outstanding...