Personal Finance Advisor

2 weeks ago

Montréal QC, 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 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. 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- College diploma in a related field- A minimum of two years 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 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 operating procedures pertaining to investment and financing activities Desjardins business processes.- Knowledge of service standards.- Available to work evenings until 8:00 pm

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

LI-Hybrid

Trade Union

CAISSE SAULT ET RÉCOLLET (T: 30513)

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

2024-10-6

  • Personal Finance Advisor

    1 month ago

    Montréal, QC, Canada Desjardins Full time

    Temporary position for 11 months. 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...

  • Personal Finance Advisor

    3 weeks ago

    Montréal, QC, 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...

  • Personal Finance Advisor

    1 month ago

    Montréal, QC, 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...

  • Personal Finance Advisor

    6 days ago

    Montréal, QC, Canada Desjardins Full time

    Temporary position for 18 months. 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...

  • Personal Finance Advisor

    5 days ago

    Saint-Marc-des-Carrières, QC, 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...

  • Bookkeeper and tax advisor

    3 days ago

    montréal (verdun), Canada Fed Finance Full time

    Founded 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. Un cabinet comptable Hello, I'm Marine, Recruitment and Business Development...

  • Advisor Trade Finance

    2 months ago

    montréal, Canada National Bank Full time

    As a Trade Finance Advisor in the Guarantee and Standby Letter of Credit (LC) Department of Trade Finance Expertise Desk at National Bank, you’ll be a specialist in providing guidance and expertise as well as drafting texts of various types of guarantees e.g.: Bids, performance, advance payment, fin

  • Advisor Banking Services

    2 weeks ago

    Montréal, QC, Canada National Bank of Canada Full time

    As an Advisor, Banking Services** **in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll have a positive impact on the lives of our clients and on the lasting...

  • Personal Banking Advisor

    3 months ago

    Montréal, Canada National Bank of Canada Full time

    As a Personal Banking Advisor at National Bank’s call centre, you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By adopting a friendly approach and providing high-quality advice, you’ll offer clients a people-centric experience as you assist them with their mortgage renewal...

  • Pay master

    3 days ago

    montréal, Canada Fed Finance Full time

    Founded in 2001, Fed Finance is a recruitment agency that is specialized in accounting and finance positions. Our consultants are finance experts and speak your language. We select the best candidates for temporary and permanent positions. We are committed to working with you throughout your job search and beyond! Client dans le secteur manufacturier Hello,...

  • Banking Advisor

    1 month ago

    Montréal, QC, Canada National Bank of Canada 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...

  • Pay master

    4 months ago

    Montréal, Canada Fed Finance Full time

    Founded in 2001, Fed Finance is a recruitment agency that is specialized in accounting and finance positions. Our consultants are finance experts and speak your language. We select the best candidates for temporary and permanent positions. We are committed to working with you throughout your job search and beyond!Client dans le secteur manufacturier Hello, I...

  • Pay master

    4 months ago

    Montréal, Canada Fed Finance Full time

    Founded in 2001, Fed Finance is a recruitment agency that is specialized in accounting and finance positions. Our consultants are finance experts and speak your language. We select the best candidates for temporary and permanent positions. We are committed to working with you throughout your job search and beyond! Client dans le secteur manufacturier Hello,...

  • Pay master

    2 weeks ago

    montréal, Canada Fed Finance Full time

    Founded in 2001, Fed Finance is a recruitment agency that is specialized in accounting and finance positions.Our consultants are finance experts and speak your language.We select the best candidates for temporary and permanent positions.We are committed to working with you throughout your job search and beyond!Client dans le secteur manufacturier Hello, I am...

  • Pay master

    2 weeks ago

    montréal, Canada Fed Finance Full time

    Founded in 2001, Fed Finance is a recruitment agency that is specialized in accounting and finance positions.Our consultants are finance experts and speak your language.We select the best candidates for temporary and permanent positions.We are committed to working with you throughout your job search and beyond! Client dans le secteur manufacturier Hello, I...

  • Pay master

    2 weeks ago

    montréal, Canada Fed Finance Full time

    Founded in 2001, Fed Finance is a recruitment agency that is specialized in accounting and finance positions.Our consultants are finance experts and speak your language.We select the best candidates for temporary and permanent positions.We are committed to working with you throughout your job search and beyond!Client dans le secteur manufacturier Hello, I am...

  • Collections Advisor

    4 weeks ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 206384 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Scotia Dealer Advantage is one of Canada’s largest and fastest growing Special Finance companies providing automotive financing programs nationwide. We build partnerships with authorized independent and franchise automobile...

  • Personal Banking Advisor

    4 months ago

    montréal, Canada National Bank Full time

    As a Personal Banking Advisor at National Bank’s call centre, you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By adopting a friendly approach and providing high-quality advice, you’ll offer clients a people-centric experience

  • Accounting Specialist

    1 hour ago

    montréal (verdun), Canada Fed Finance Full time

    Join Our Team as a Bookkeeper and Tax AdvisorFed Finance is a leading recruitment firm specializing in accounting, finance, and payroll. We are committed to supporting our clients and candidates throughout their job search and career journey.We are currently seeking a highly skilled Bookkeeper and Tax Advisor to join our team. As a key member of our team,...

  • Financial Advisor

    4 months ago

    Montréal, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial...