Personal Finance Advisor
1 week ago
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 standardsAction oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
LI-Hybrid
Trade Union
Caisses et Centres du SLSJ - CSN
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
2024-06-7
-
Personal Finance Advisor
1 week ago
Alma, Canada Desjardins Full timeAs 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...
-
Banking advisor
1 month ago
Alma, Canada NBC Full timeArea of Interest: Advisory services, Personal banking ...
-
Banking advisor
3 weeks ago
Alma, Canada National Bank Full timeYoutube 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...
-
Finance Clerk Ar Billing
3 weeks ago
Alma, Canada Township of Mapleton Full time**Finance Clerk AR Billing** The AR Billing Clerk plays a significant part in the financial health of the municipality, by ensuring sustainable cash flow and contributing to the financial accuracy and accountability. This role is responsible for the maintenance of the utility billing (water and wastewater) accounts, which includes all billing and...
-
Banking advisor
4 weeks ago
Alma, Quebec, G0W, Le Domaine-du-Roy, Canada National Bank Full timeYoutube 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...
-
Personal Banker
2 months ago
Alma, Canada BMO Financial Group Full time530, rue Sacre-Coeur ouest Alma Quebec,G8B 1L9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Personal Banker
3 weeks ago
Alma, Canada BMO Financial Group Full time530, rue Sacre-Coeur ouest Alma Quebec,G8B 1L9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Senior Account Manager
4 weeks ago
Alma, Canada National Bank Full timeAttendance On-Site Job Number 19958 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 31-May-2024 Location: Alma, Quebec City Alma Province/State Quebec Area of Interest: Advisory services, Commercial banking A career as a Senior Commercial Banking Director at National...
-
Senior Account Manager
1 week ago
Alma, Quebec, Canada National Bank Full timeAttendance On-Site Job Number 19958 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 31-May-2024 Location: Alma, Quebec City Alma Province/State Quebec Area of Interest: Advisory services, Commercial banking A career as a Senior Commercial Banking Director at National...
-
Senior Account Manager
4 weeks ago
Alma, Canada National Bank Full timeAttendance On-Site Job Number 19958 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 31-May-2024 Location: Alma, Quebec City Alma Province/State Quebec Area of Interest: Advisory services, Commercial banking A career as a Senior Commercial Banking Director at National...
-
Alma, Canada The Institute for Performance and Learning Full timeThe USAID Non-Revenue Water Management Project (NRWMP) in the West Bank, implemented by Tetra Tech International Development, is currently accepting expressions of interest from qualified candidates for a Training and Learning Specialist. This position will be located in the main office in Hebron. The purpose of this activity is to improve Palestinians'...
-
Alma, Canada The Institute for Performance and Learning Full timeThe USAID Non-Revenue Water Management Project (NRWMP) in the West Bank, implemented by Tetra Tech International Development, is currently accepting expressions of interest from qualified candidates for a Training and Learning Specialist. This position will be located in the main office in Hebron. The purpose of this activity is to improve Palestinians'...
-
Alma, Canada The Institute for Performance and Learning Full timeThe USAID Non-Revenue Water Management Project (NRWMP) in the West Bank, implemented by Tetra Tech International Development, is currently accepting expressions of interest from qualified candidates for a Training and Learning Specialist. This position will be located in the main office in Hebron. The purpose of this activity is to improve Palestinians'...
-
Alma, Canada The Institute for Performance and Learning Full timeThe USAID Non-Revenue Water Management Project (NRWMP) in the West Bank, implemented by Tetra Tech International Development, is currently accepting expressions of interest from qualified candidates for a Training and Learning Specialist. This position will be located in the main office in Hebron. The purpose of this activity is to improve Palestinians'...
-
Alma, Canada The Institute for Performance and Learning Full timeThe USAID Non-Revenue Water Management Project (NRWMP) in the West Bank, implemented by Tetra Tech International Development, is currently accepting expressions of interest from qualified candidates for a Training and Learning Specialist. This position will be located in the main office in Hebron. The purpose of this activity is to improve Palestinians'...
-
Receptionist Administrative Assistant
3 weeks ago
Alma, Canada Township of Mapleton Full time**Receptionist Administrative Assistant** - $26.69 - $30.04. For more details, please visit the Employment page on the Township of Mapleton website. **To Apply**:Submit your resume and cover letter no latter than 4.30 p.m. on Friday February 16th 2024, clearly marked “Receptionist Administrative Assistant” to. John Morrison, Director of Finance,...
-
Senior account manager
1 month ago
Alma, Canada National Bank Full timeA career as a Senior Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects. Your role: Identify and develop business opportunities in your market,...
-
Senior Account Manager
1 month ago
Alma, Canada National Bank Full timeA career as a Senior Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects. Your role: Identify and develop business opportunities in your market,...
-
Senior account manager
1 month ago
Alma, Canada National Bank Full timeA career as a Senior Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects. Your role: Identify and develop business opportunities in your market,...
-
Senior account manager
1 month ago
Alma, Canada National Bank Full timeA career as a Senior Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects. Your role: Identify and develop business opportunities in your market,...
