Personal Finance Advisor

2 months ago

Victoriaville, 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-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- Work place : The work arrangement for the position is full-time hybrid work #LI-Hybrid- Number of jobs available : 2

**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 sales representative certificate issued by the 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 des Bois-Francs

Trade Union

Non Syndiqué

Unposting Date

2023-01-8

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

    3 weeks ago

    Victoriaville, 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

    3 weeks ago

    Victoriaville, 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...

  • Banking Advisor

    4 weeks ago

    Victoriaville, Canada National Bank of Canada Full time

    **Primary Locations**:Victoriaville, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:30**: As a Banking Advisor at the National Bank, you'll 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...

  • Banking Advisor

    2 weeks ago

    Victoriaville, 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...

  • Banking Advisor

    3 weeks ago

    Victoriaville, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking 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...

  • Banking Advisor

    3 weeks ago

    Victoriaville, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking 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...

  • Banking Advisor

    3 weeks ago

    Victoriaville, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking 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...

  • Banking Advisor

    4 weeks ago

    Victoriaville, Canada National Bank 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 weeks ago

    Victoriaville, 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: ...

  • Banking Advisor

    3 weeks ago

    Victoriaville South, Canada National Bank 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...

  • Sales Advisor

    2 months ago

    Victoriaville, Canada Groupe Vision New Look Inc Full time

    Sales Advisor - GS For 45 years, Greiche & Scaff has offered modern, renovated and equipped clinics ideally located with acomplete selection of eye care products and brands. Greiche & Scaff's vision professionals share the samegoals: to provide you with the highest standards of quality and service for the care and health of your eyes. **Our Mission** - To...

  • Adjoint ou adjointe, Services financiers

    4 weeks ago

    Victoriaville, Canada Desjardins Full time

    As a financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. More specifically, you maintain close relationships with members and...

  • Financial Services Agent

    1 week ago

    Victoriaville, 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...

  • Mobile Mortgage Advisor

    1 month ago

    Victoriaville, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor - Victoriaville, QC page is loaded Mobile Mortgage Advisor - Victoriaville, QC Apply locations Victoriaville, QC time type Full time posted on Posted Yesterday job requisition id 2408907 We’re building a relationship-oriented bank for the modern...

  • Mobile Mortgage Advisor

    1 month ago

    Victoriaville, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor - Victoriaville, QC page is loaded Mobile Mortgage Advisor - Victoriaville, QC Apply locations Victoriaville, QC time type Full time posted on Posted Yesterday job requisition id 2408907 We’re building a relationship-oriented bank for the modern...

  • Mobile Mortgage Advisor

    1 month ago

    Victoriaville, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor - Victoriaville, QC page is loaded Mobile Mortgage Advisor - Victoriaville, QC Apply locations Victoriaville, QC time type Full time posted on Posted Yesterday job requisition id 2408907 We’re building a relationship-oriented bank for the modern...

  • Financial Security Advisor

    2 weeks ago

    Victoriaville, 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...

  • Conseiller en café Nespresso | Nespresso Coffee Advisor

    1 month ago

    Victoriaville, Canada Premium Retail Services Full time

    Conseiller en café Nespresso | Nespresso Coffee Advisor General Information Company: PRE-CA Location: Victoriaville, Quebec, G6P 7H4 Ref #: M56839 Function: Brand Advocacy & Sales Employment Duration: Part-time Description and Requirements En tant que conseiller en café Nespresso, vous enthousiasmerez les clients et...

  • Conseiller en café Nespresso | Nespresso Coffee Advisor

    2 weeks ago

    Victoriaville, Canada Premium Retail Services Full time

    Conseiller en café Nespresso | Nespresso Coffee Advisor General Information Company: PRE-CA Location: Victoriaville, Quebec, G6P 7H4 Ref #: M56839 Function: Brand Advocacy & Sales Employment Duration: Part-time Description and Requirements En tant que conseiller en café Nespresso, vous enthousiasmerez les clients et...

  • Mobile Mortgage Advisor

    1 month ago

    Victoriaville, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...