Personal Finance Advisor

2 weeks ago

Gatineau, 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- 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 standards #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

2024-09-19

  • Mortgage Advisor

    3 months ago

    Gatineau, Canada Scotiabank Full time

    Requisition ID: 201140 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Banking Advisor

    3 months ago

    Gatineau, Canada National Bank of Canada Full time

    **Primary Locations**:Gatineau, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:25**: 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...

  • Banking Advisor

    4 months ago

    Gatineau, Canada National Bank Full time

    Youtube 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: ...

  • Home Financing Advisor

    3 months ago

    Gatineau, Canada Scotiabank Full time

    Is this role right for you? You’re entrepreneurial, driven, and you love that every day is different. You’re willing to work variable hours including weekends and evenings and you’re available to meet clients at times that are convenient for them Whether it’s conducting mortgage seminars or building a marketing program, you enjoy business...

  • Banking Advisor

    4 months ago

    Gatineau, Canada National Bank Full time

    Youtube VideoA 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: ...

  • Personal Financial Services Manager

    3 weeks ago

    Gatineau, Canada TD Bank Full time

    Position Overview:The Personal Financial Services Manager plays a pivotal role in delivering exceptional service to our clients. This position requires a strong understanding of both personal and business banking products and services, ensuring that our customers receive expert guidance tailored to their financial needs.Key Responsibilities:Customer...

  • Mortgage Advisor

    2 months ago

    Gatineau, Canada Scotiabank Full time

    Job Purpose:As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of influence with the goal of bringing new customers to the Bank.Is this role right for you?You’re entrepreneurial,...

  • Mortgage Advisor

    2 months ago

    Gatineau, Canada Scotiabank Full time

    Job Purpose:As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of influence with the goal of bringing new customers to the Bank.Is this role right for you?You’re entrepreneurial,...

  • Small Business Advisor- Galeries de Hull, Gatineau

    3 months ago

    Gatineau, Canada Scotiabank Full time

    Requisition ID: 189190 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...

  • Expert Banking Advisor

    1 month ago

    GATINEAU, Canada Royal Bank of Canada Full time

    Job SummaryJob Description***This is an opportunity for candidates to express their interest in current and future positions in Outaouais locations***What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You...

  • Expert Banking Advisor

    2 months ago

    Gatineau, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description***This is an opportunity for candidates to express their interest in current and future positions in Outaouais locations***What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You...

  • Human Resources Advisor

    3 months ago

    Gatineau, Canada Groupe Nordik Full time

    Groupe Nordik is the leading creator of wellness spa villages, including the largest Spa in North America (Chelsea, QC) as well as largest event Sauna (Whitby, ON). Since we first opened our doors in 2005 we have grown to over 500 000 visits per year from our 3 existing locations (Nordik Spa-Nature Chelsea, QC Thermea Winnipeg, MB and Thermea Spa Village...

  • Human Resources Advisor

    3 months ago

    Gatineau, Canada Groupe Nordik Full time

    Groupe Nordik is the leading creator of wellness spa villages, including the largest Spa in North America (Chelsea, QC) as well as largest event Sauna (Whitby, ON). Since we first opened our doors in 2005 we have grown to over 500 000 visits per year from our 3 existing locations (Nordik Spa-Nature Chelsea, QC Thermea Winnipeg, MB and Thermea Spa Village...

  • Bilingual Human Resources Advisor

    3 months ago

    Gatineau, Canada Giant Tiger Full time

    Compensation Grade: Grade 5 **Job Description**: Recognized as an Employer of Choice in Ottawa, Giant Tiger’s Home Office provides a dynamic work environment with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If you are...

  • Bilingual Human Resources Advisor

    3 months ago

    Gatineau, Canada Giant Tiger Full time

    Niveau de rémunération: Niveau 5 Description du poste: Recognized as an Employer of Choice in Ottawa, Giant Tiger’s Home Office provides a dynamic work environment with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If...

  • Temporary Beauty Advisor

    3 months ago

    Gatineau, Canada Sephora Full time

    **Job ID**: 232200 **Location**: QC-Les Promenades Gatineau (1516) **Address**: 1100 Boulevard Malone West, Gatineau, QC J8T 6G3, Canada (CA) **Full Time/Part Time**: Part Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by...

  • Bilingual Human Resources Advisor

    3 months ago

    Gatineau, Canada Giant Tiger Full time

    Niveau de rémunération: Niveau 5 Description du poste: Recognized as an Employer of Choice in Ottawa, Giant Tiger’s Home Office provides a dynamic work environment with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If...

  • Technical advisor

    2 weeks ago

    Gatineau, Canada International Rive-Nord Inc. Full time

    Inter Outaouais, a heavy truck dealership, is currently looking for a technical advisor to complete its team in Gatineau.As a Technical Advisor within our dealership, you will play a vital role in providing exceptional customer service and quality technical advice. If you are passionate about the heavy truck industry and have the necessary technical skills...

  • Technical advisor

    2 weeks ago

    Gatineau, Canada International Rive-Nord Inc. Full time

    Inter Outaouais, a heavy truck dealership, is currently looking for a technical advisor to complete its team in Gatineau.As a Technical Advisor within our dealership, you will play a vital role in providing exceptional customer service and quality technical advice. If you are passionate about the heavy truck industry and have the necessary technical skills...

  • Technical advisor

    2 weeks ago

    Gatineau, Canada International Rive-Nord Inc. Full time

    Inter Outaouais, a heavy truck dealership, is currently looking for a technical advisor to complete its team in Gatineau.As a Technical Advisor within our dealership, you will play a vital role in providing exceptional customer service and quality technical advice. If you are passionate about the heavy truck industry and have the necessary technical skills...