Personal Finance Advisor
3 weeks ago
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-06
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.
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 full-time on-site work #LI-Onsite- Number of jobs available : 1
**Qualifications**:
- College diploma in a related field- A minimum of 2 years of relevant experience
Please note that other combinations 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 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 the integration of financial data into computer systems- 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- Knowledge of operating procedures pertaining to investment and financing activities 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 du Centre-de-la-Mauricie
Trade Union
Non Syndiqué
Unposting Date
2023-03-30
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
1 month ago
Shawinigan, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. As a personal finance advisor at the Caisse du Centre-de-la-Mauricie , 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...
-
Personal Finance Advisor
4 weeks ago
Shawinigan, Canada Desjardins Full timeAt 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...
-
Banking Advisor
2 weeks ago
Shawinigan, Canada National Bank Full timeA 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 answer...
-
Digital Banking Advisor
1 week ago
Shawinigan, QC, Canada Banque Nationale du Canada Full timeAdvisory services, Personal banking 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. Help clients use our banking applications and ABMs. Give advice and offer transaction solutions for...
-
Banking Advisor
4 days ago
Shawinigan, Canada Banque Nationale du Canada Full timeArea of Interest: Advisory services, Personal banking 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...
-
Banking Advisor
4 days ago
Shawinigan, Canada Banque Nationale du Canada Full timeArea of Interest: Advisory services, Personal banking 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...
-
Banking Advisor
4 days ago
Shawinigan, Canada Banque Nationale du Canada Full timeArea of Interest: Advisory services, Personal banking 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...
-
Emplois en conseils financiers
3 weeks ago
Shawinigan, Canada Desjardins Full timeHR usage only As a customer service professional, you must be willing and motivated to meet the needs of our members and clients by contributing to their financial health and empowerment. You'll provide quality service and find personalized financial solutions on a daily basis. Main position in the caisse network : Wealth Management Advisor. Meet the...
-
Wealth Management Advisor
4 weeks ago
Shawinigan, Canada Desjardins Full timeAt 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...
-
Financial Services Agent, Clientele
1 week ago
Shawinigan, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. - As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and...
-
Client Financial Services Agent
4 weeks ago
Shawinigan, Canada Desjardins Full timeAt 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...
-
Financial Services Agent
4 weeks ago
Shawinigan, Canada Desjardins Full timeAt 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...
-
Financial services Agent, Clientele
1 week ago
Shawinigan, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and...
-
Wealth Management Advisor
4 weeks ago
Shawinigan, Canada Desjardins Full timeAt 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...
-
Bénévoles - Vélo Sp (Sclérose en Plaques)
3 weeks ago
Shawinigan, Canada Vélo Québec Full time**L’organisme et sa mission** Depuis 1967, Vélo Québec, un OBNL aux champs d’action multiples, fait figure d’incontournable dans le paysage cycliste québécois. Que ce soit à des fins de loisir ou de tourisme, ou comme moyen de transport propre et actif, Vélo Québec encourage sans relâche l’utilisation de la bicyclette afin d’améliorer...
-
Client Onboarding Manager
4 days ago
Shawinigan, Canada Cognibox Full timeClient Onboarding Manager (French Bilingual)Department: OperationsEmployment Type: PermanentLocation: Shawinigan, QuebecReporting To: VP OperationsDescription Creating Safer Workplaces for Everyone. We want to create a better working world by building a global network of responsible buyers and suppliers. Alcumus SafeContractor takes the pain out of...
-
Client Onboarding Manager
4 days ago
Shawinigan, Canada Cognibox Full timeClient Onboarding Manager (French Bilingual)Department: OperationsEmployment Type: PermanentLocation: Shawinigan, QuebecReporting To: VP OperationsDescription Creating Safer Workplaces for Everyone. We want to create a better working world by building a global network of responsible buyers and suppliers. Alcumus SafeContractor takes the pain out of...
-
Client Onboarding Manager
4 days ago
Shawinigan, Canada Cognibox Full timeClient Onboarding Manager (French Bilingual)Department: OperationsEmployment Type: PermanentLocation: Shawinigan, QuebecReporting To: VP OperationsDescription Creating Safer Workplaces for Everyone. We want to create a better working world by building a global network of responsible buyers and suppliers. Alcumus SafeContractor takes the pain out of...