Financial Advisor

2 weeks ago

Ottawa, 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-09

As a Financial Advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the clientele according to the strategies and practices in effect.

General Information on the Position

Main responsibilities- Develop and maintain personalized business relationships with clients in your field- Promote and sell products and services according to the strategies and business objectives, while making the most of your ability to meet our targets- Ensure consistency between sales objectives, sound and prudent risk management, profitability and member and customer satisfaction- Work with a clientele with diversified needs, representing a significant development potential for your sector- Analyze the needs of clients, develop and implement appropriate solutions and present integrated service offers. The nature of the files and of your interventions requires strong knowledge of your sector- Provide advice and support to current and potential clients- Represent and engage the company in client agreements and have opportunities to establish and negotiate terms and conditions for products and services.

Other working conditions-
- Travel: Minimal only for specific circumstances- Number of jobs available: 1

**Qualifications**:
- Bachelor’s degree in a related field- A minimum of 5 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered- Must hold a Mutual Funds License- LLQP (an asset)- Accident Benefits and Sickness License (an asset)

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

1730, boulevard Saint-Laurent, bureau 200, Ottawa

Trade Union

Non Syndiqué

Unposting Date

2023-11-29

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.

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