Personal Finance Advisor

2 weeks ago

Quebec City, Canada Desjardins Full time

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-07

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 provide financing solutions for affluent individuals and businesses. Interpersonal savvy is therefore essential.

You drive results by recommending loans and insurance products. You serve as a financing expert advisor and resource person. You ensure that cross-sector strategies are applied to financing and authorize credit in accordance with established rules. 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 hybrid work #LI-Hybrid- Number of jobs available : 1

**Qualifications**:
- Bachelor's degree in a related field- A minimum of 1 year of relevant experience

Please note that other combinaisons of qualifications and relevant experience may be considered- Hold a mutual fund representative certificate - 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 analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)- Knowledge of tax, financial and succession issues for individuals and business owners- 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 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 Desjardins business processes- Knowledge of service standardsDesjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins de Charlesbourg

Trade Union

Non Syndiqué

Unposting Date

2023-01-6

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.

  • Personal Finance Advisor

    4 weeks ago

    Quebec City, Canada Desjardins Full time

    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...

  • Personal Finance Advisor

    4 weeks ago

    Quebec City, Canada Desjardins Full time

    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...

  • Personal Finance Advisor

    6 days ago

    Quebec City, Canada Desjardins Full time

    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...

  • Manager, Financing Solutions

    4 days ago

    Québec City, Canada IG Wealth Management Full time

    Responsibilities : Educating and Engaging IG Advisors Provide individual and Regional Office-level guidance to IG Advisors prior to financing referrals (i.e., client portfolio reviews) to help achieve sales targets Provide guidance to Advisors on: How and when to incorporate financing within the financial planning conversation and provide individual...

  • Associate Investment Advisor

    2 weeks ago

    Dorval, Quebec, Montréal, Canada Manulife Wealth Full time

    Company DescriptionFor over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and manages over $1.3 trillion in assets. With a network of over 1,000 independent...

  • Agent Service à La Clientèle

    4 weeks ago

    Quebec City, Canada Iceberg Finance inc. Full time

    Iceberg Finance est une entreprise très bien positionnée dans le domaine du financement automobile et des prêts personnels à la grandeur du Canada. Sa mission est d’aider une vaste clientèle à obtenir du financement. Proposant des solutions adaptées, Iceberg Finance est reconnue pour ses services de qualité et son professionnalisme. Quelle sera ta...

  • HR Advisor

    5 days ago

    Quebec City, Canada Paradocs Mountain Software Full time

    **_Do you want to be part of a growing organization and make a significant contribution?_** **_Are you versatile, resourceful and creative?_** **_You are the type of person we need!_** * Who are we?** * - We are a tech start-up that develops an integrated solution for the beautiful ski industry!_ Geek & Guts! That's how we describe ourselves. We're techies...

  • Director of Finance

    1 day ago

    Kirkland, Quebec, Montréal, Canada PiVAL Full time

    Pival International Inc. is a global logistics and supply chain management company with a comprehensive menu of warehousing logistics solutions and transportation solutions, including time sensitivity (land and air), FTL, LTL, intermodal.As Director of Finance, you will report directly to the COO and work closely with the CEO to drive financial strategies....

  • Assistant Director of Finance- Hilton Quebec

    3 weeks ago

    Quebec, Canada Hilton Full time

    The beautiful Hilton Quebec is located across from Old Quebec City, a UNESCO Word Heritage site. We are connected to the Centre des congrès de Québec and have the largest ballroom in the city. They are looking for an Assistant Director of Finance to join their amazing team. This is a great opportunity to work for Hilton and grow your career in hotel...

  • Assistant Director of Finance- Hilton Quebec

    3 weeks ago

    Quebec, Canada Hilton Full time

    The beautiful Hilton Quebec is located across from Old Quebec City, a UNESCO Word Heritage site. We are connected to the Centre des congrès de Québec and have the largest ballroom in the city. They are looking for an Assistant Director of Finance to join their amazing team. This is a great opportunity to work for Hilton and grow your career in hotel...

  • Assistant Director of Finance- Hilton Quebec

    3 weeks ago

    Quebec, Canada Hilton Full time

    The beautiful Hilton Quebec is located across from Old Quebec City, a UNESCO Word Heritage site. We are connected to the Centre des congrès de Québec and have the largest ballroom in the city. They are looking for an Assistant Director of Finance to join their amazing team. This is a great opportunity to work for Hilton and grow your career in hotel...

  • Assistant Director of Finance- Hilton Quebec

    4 weeks ago

    Quebec, Canada Hilton Worldwide, Inc. Full time

    Job Description - Assistant Director of Finance- Hilton Quebec (HOT0AI7E) Job Description Assistant Director of Finance- Hilton Quebec ( Job Number: HOT0AI7E ) Work Locations Work Locations : Hilton Quebec 1100 Rene Levesque East Quebec G1R 4P3 The beautiful Hilton Quebec is located across from Old Quebec City, a UNESCO Word...

  • Assistant Director of Finance- Hilton Quebec

    1 month ago

    Quebec, Canada Hilton Worldwide, Inc. Full time

    Job Description - Assistant Director of Finance- Hilton Quebec (HOT0AI7E) Job Description Assistant Director of Finance- Hilton Quebec ( Job Number: HOT0AI7E ) Work Locations Work Locations : Hilton Quebec 1100 Rene Levesque East Quebec G1R 4P3 The beautiful Hilton Quebec is located across from Old Quebec City, a UNESCO Word...

  • Assistant Director of Finance- Hilton Quebec

    3 weeks ago

    Quebec, Canada Hilton Worldwide, Inc. Full time

    Job Description - Assistant Director of Finance- Hilton Quebec (HOT0AI7E) Job Description Assistant Director of Finance- Hilton Quebec ( Job Number: HOT0AI7E ) Work Locations Work Locations : Hilton Quebec 1100 Rene Levesque East Quebec G1R 4P3 The beautiful Hilton Quebec is located across from Old Quebec City, a UNESCO Word...

  • Private Wealth Advisor

    5 days ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a private wealth advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

  • Wealth Management Advisor

    4 weeks ago

    Quebec City, Canada Desjardins Full time

    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...

  • Personal Banking Trainee

    7 days ago

    Quebec City, Canada BMO Financial Group Full time

    1375 chemin Ste-Foy Quebec Quebec,G1S 2N2 **At BMO you can find a path, pursue your passions, and make your mark! Grow a career and join a team that understands your needs and invests in your strengths!**: ***We are actively seeking **new or recent graduates** (college or university)**, **passionate about banking,** and are **available **full-time**, to...

  • Home Advisor

    5 days ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Bilingual French/English Base pay plus quarterly commission Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for...

  • Life Insurance Advisor

    4 weeks ago

    Quebec, Canada Empire Life Full time

    Bilingual Advisor, Life Insurance Location: Remote, Quebec Empire life is looking to hire a Bilingual Life Insurance Advisor to join our Retail Distribution team! The Advisor with Empire Connect promotes client retention and sales by establishing effective relationships with customers, developing financial plans, providing financial advice and recommending...

  • Sales Advisor

    4 weeks ago

    Quebec, Canada Cellcom Communications - Cellcom.ca Full time

    Sales Advisor / CashierQuebec Are you passionate and want to contribute to the success of DeSerres? Leverage your skills within a big name in art, hobby and DIY equipment. We are currently looking for a Sales Advisor/Cashier on a permanent full-time basis for our branch located in Québec City. Candidates must be available days, evenings and weekends. Main...