Personal Finance Advisor
4 months 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. More specifically, you will be required to:
- 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
What you bring to the table- Bachelor's degree in a related field- A minimum of one year 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 standardsDrive results, Interpersonal Savvy
LI-Hybrid
Trade Union
Non-unionized
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 Family
Member/client sales and service (FG)
Unposting Date
2024-09-20
-
Personal Finance Advisor
4 weeks ago
Quebec City, 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...
-
Personal Finance Advisor
4 months ago
Quebec City, 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...
-
Bookkeeper and tax advisor
4 months ago
Longueuil, Quebec, Champlain, Canada Fed Finance Canada Full timeHello, I'm Marine, Recruitment and Business Development Consultant at Fed Finance, a recruitment firm specializing in accounting, finance and payroll. I work on two types of recruitment: temporary and permanent in the Greater Montreal area.I'm looking for a bookkeeper and tax advisor for my client, an accounting firm located on Montreal's South...
-
Advisor, General Finance and Accounting
4 months ago
Quebec City, Canada Desjardins Full timeAs a finance and general accounting advisor, you help manage financial accounts in accordance with the organization’s objectives by producing reports; performing audits, inspections and financial simulations; and analyzing risks, profits and losses. In addition to ensuring financial performance, you help plan and review budget processes. You help manage...
-
Commercial Account Manager, Corporate Financing
7 months ago
Quebec City, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
-
Commercial Account Manager, Corporate Financing
7 months ago
Quebec City, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
-
Legal Advisor, Corporate and Transactional Affairs
7 months ago
Quebec City, Canada iA Groupe financier iA Financial Group Full timeCorporate and Transactional Affairs/Permanent position/Telework or hybrid_ Would you like to join an exciting, rapidly growing company? Our legal team is evolving. Join us! We are looking for an experienced legal advisor to complete the team that provides legal support to the organization in the areas of corporate and transactional law. In collaboration...
-
Banking Advisor
7 months ago
Quebec City, Canada National Bank of Canada Full timeA career as a Banking Advisor at National Bank is a 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 and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...
-
Residential Financing Specialist
2 days ago
Quebec City, Canada National Bank of Canada Full timeA career as Residential Financial Specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the...
-
Banking Advisor
3 days ago
Quebec City, Canada National Bank of Canada Full time**Primary Locations**:Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: 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 adopt a friendly approach and provide high-quality advice as you...
-
Banking Advisor
1 week ago
Quebec City, Canada National Bank of Canada Full time**Primary Locations**:Québec, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: 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 adopt a friendly approach and provide high-quality advice as...
-
Banking Advisor
1 week ago
Quebec City, Canada National Bank of Canada Full time**Primary Locations**:Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Rouyn-Noranda, 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 provide high-quality...
-
Branch Advisor
1 week ago
Quebec City, Canada National Bank of Canada Full time**Primary Locations**:Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Branch Advisor at the National Bank in Donnaconna, you'll live up to 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 provide high-quality...
-
Banking Advisor
6 days ago
Quebec City, Canada National Bank of Canada Full time**Primary Locations**:Québec, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: 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 adopt a friendly approach and provide high-quality advice as...
-
Banking Advisor
6 days ago
Quebec City, Canada National Bank of Canada Full time**Primary Locations**:Québec, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank of Quebec, 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 provide high-quality...
-
Residential Financing Specialist
16 hours ago
Quebec City, Canada National Bank Full timeA career as Residential Financial Specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the...
-
Residential Financing Specialist
24 hours ago
Quebec City, Quebec, Québec, Canada National Bank Full timeA career as Residential Financial Specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the...
-
Banking advisor
7 months ago
Quebec City, Canada National Bank Full timeA career as a Banking Advisor at National Bank is a 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 and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...
-
Banking advisor
7 months ago
Quebec City, Canada National Bank Full timeA career as a Banking Advisor at National Bank is a 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 and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...
-
Banking Advisor
4 weeks ago
Quebec City, Canada National Bank of Canada Full time $49,000 - $60,700A career as a Banking Advisor at National Bank is a 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 and use your analytical skills in order to offer a people-centric experience for branch clients.This role offers...