Personal Finance Advisor

1 month ago

Lourdesdeblancsablon, Canada Desjardins Full time

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

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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

2024-12-27

  • Fed Finance | Accounts Payable Clerk 4 months | salaberry-de-valleyfield, qc

    1 week ago

    salaberry-de-valleyfield, Canada Fed Finance Full time

    Created in 2001, Fed Finance specializes in temporary and permanent recruitment for 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 each stage of your career.Good morning,My name is Romane, recruitment and business development advisor at Fed...

  • Accounts Payable Clerk 4 months

    5 days ago

    Salaberry-de-Valleyfield, Canada Fed Finance Full time

    Created in 2001, Fed Finance specializes in temporary and permanent recruitment for 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 each stage of your career. Good morning, My name is Romane, recruitment and business development advisor at Fed...

  • Accounts Payable Clerk 4 months

    4 weeks ago

    Salaberry-de-Valleyfield, Canada Fed Finance Full time

    Created in 2001, Fed Finance specializes in temporary and permanent recruitment for 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 each stage of your career. Good morning, My name is Romane, recruitment and business development advisor at Fed...

  • Financial Advisor

    6 months ago

    Saint-Bruno-de-Montarville, 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...

  • Controller Assistant

    4 weeks ago

    Salaberry-de-Valleyfield, Quebec, Canada Fed Finance Full time

    Job Title: Assistant ControllerJob Description:We are seeking a highly skilled Assistant Controller to join our team at Fed Finance. As a key member of our finance department, you will be responsible for supporting the production of computerized internal financial statements.Key Responsibilities:• Collaborate in the production of computerized internal...

  • Financial Expert

    6 days ago

    Salaberry-de-Valleyfield, Quebec, Canada Fed Finance Full time

    Established in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professionals. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career.We are looking for a Financial Expert - Accounting Specialist for our client, a...

  • Senior Financial Information Specialist

    3 weeks ago

    Saint-Bruno-de-Montarville, Quebec, Canada Fed Finance Full time

    At Fed Finance, we are seeking a highly skilled Senior Financial Information Specialist to join our team. Key Responsibilities:Prepare quarterly and annual consolidated financial statements, management reports, and other financial documents.Assist in the preparation of the ESG report and annual budget process.Participate in internal control testing,...

  • Banking and Finance Professional

    4 weeks ago

    Notre-Dame-de-l'Île-Perrot, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a Banking and Finance Professional to join our team at National Bank. As a Banking Advisor, you will be responsible for providing expert financial guidance to clients and helping them achieve their financial goals.Key ResponsibilitiesProvide personalized financial advice to clientsHelp clients achieve their financial goals through...

  • Banking Advisor

    7 months ago

    Saint-Bruno-de-Montarville, Canada National Bank of Canada Full time

    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**: - Greet clients and...

  • Banking advisor

    2 months ago

    Sainte-Catherine-de-la-Jacques-Cartier, Canada National Bank Full time

    A 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

    Sainte Catherine de la Jacques Cartier, Canada National Bank Full time

    A 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

    1 month ago

    Sainte-Catherine-de-la-Jacques-Cartier, Canada National Bank Full time

    A 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

    3 months ago

    Sainte-Thérèse-de-Blainville South, Canada National Bank Full time

    Youtube Video A 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...

  • Accountant Generalist

    4 weeks ago

    Salaberry-de-Valleyfield, Quebec, Canada Fed Finance Full time

    Job Title: Accounts Payable ClerkAbout the Job:We are looking for a detail-oriented Accounts Payable Clerk to join our team at Fed Finance. This role is responsible for reconciling supplier accounts, processing invoices, and ensuring the accuracy of financial data.Responsibilities: Reconcile supplier accounts with purchase orders, invoices, and payments in...

  • Banking Advisor

    6 months ago

    saint-henri-de-lévis, Canada National Bank Full time

    A 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

    6 months ago

    saint-henri-de-lévis, Canada National Bank Full time

    A 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

    6 months ago

    Saint-Henri-de-Lévis, Canada National Bank Full time

    A 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

    6 months ago

    Saint-Henri-de-Lévis, Canada National Bank Full time

    A 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

    3 months ago

    Sainte-Thérèse-de-Blainville South, Canada National Bank Full time

    Youtube VideoA 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

    Sainte-Thérèse-de-Blainville South, Canada National Bank Full time

    Youtube Video A 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...