Personal Finance Advisor Assigned Clientele

2 weeks ago


Rimouski, 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 provide financing solutions for affluent individuals and businesses. Interpersonal savvy is therefore essential. You drive results by recommending loans and insurance products. You serve as a financing expert advisor and resource person. You ensure that cross-sector strategies are applied to financing and authorize credit in accordance with established rules. 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- Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)- Knowledge of tax, financial and succession issues for individuals and business owners- 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 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 Desjardins business processes- Knowledge of service standardsAction oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

LI-Hybrid

Trade Union

CAISSE DE RIMOUSKI (T: 60003)

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

2024-12-4



  • Rimouski, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. 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...

  • Banking advisor

    2 months ago


    rimouski, 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

    6 months ago


    Rimouski, 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...


  • Rimouski, Canada Sun Life Full time

    Are you ready to take control of your financial future?Sun Life is seeking driven and entrepreneurial professionals to join our team as Insurance Advisors. As a Sun Life advisor, you will have the opportunity to build a business that suits your lifestyle, with exceptional training and support to help you succeed.With a competitive compensation package and...


  • Rimouski, Canada National Bank Full time

    About This RoleAt National Bank, we're seeking a highly skilled Banking Advisor to join our team. As a Banking Advisor, you'll play a vital role in providing exceptional client service and support to our customers.Key ResponsibilitiesClient Engagement: Build and maintain strong relationships with clients, understanding their financial needs and providing...


  • Rimouski, Canada Sun Life Full time

    Unlock your potential as a Sun Life advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.Key responsibilities include:Prospecting within...


  • Rimouski, Canada Desjardins Full time

    Job Overview We are seeking a skilled Financial Services Advisor to join our team at Desjardins. In this role, you will be responsible for providing exceptional member and client experience, ensuring that they feel welcome and supported throughout their financial journey. As a Member and Client Experience Specialist, you will be the primary point of contact...


  • Rimouski, Canada Masonite Full time

    Nous vous avons entendu cogner à la porte!Masonite fait désormais fièrement partie d'Owens Corning. Owens Corning est un leader mondial des matériaux de construction et du bâtiment, engagé à construire un avenir durable grâce à l'innovation des matériaux. Nos quatre activités intégrées – Toiture, Isolation, Portes et Composites – fournissent...


  • Rimouski, Canada Masonite Full time

    Nous vous avons entendu cogner à la porte!Masonite fait désormais fièrement partie d'Owens Corning. Owens Corning est un leader mondial des matériaux de construction et du bâtiment, engagé à construire un avenir durable grâce à l'innovation des matériaux. Nos quatre activités intégrées – Toiture, Isolation, Portes et Composites – fournissent...

  • Server

    6 months ago


    Rimouski, Canada Cogir Full time

    COGIR Immobilier has nearly 3,500 passionate real estate employees who work day after day to provide the best service and a better quality of life to our customers. Our team manages more than 170 properties located in Quebec, Ontario and the United States. **: Located in Rimouski, the Manoir Les Générations residence has the pleasure of welcoming a golden...

  • Server

    6 months ago


    Rimouski, Canada Cogir Full time

    COGIR Immobilier has nearly 3,500 employees who are passionate about real estate and who work day after day to offer the best service and a better quality of life to our customers. Our team manages more than 170 properties located in Quebec, Ontario and the United States. **: Located in Rimouski, the Manoir Les Générations residence has the pleasure of...


  • Rimouski, Canada Sun Life Full time

    Sun Life Financial Advisor OpportunityAs a Sun Life advisor, you'll have the freedom to build your own business and create a fulfilling career.With exceptional training and support, you'll be empowered to succeed and achieve your goals.Key Responsibilities:Growing your business by prospecting within your network and communityMeeting with prospects and...


  • Rimouski, Canada Desjardins Full time

    As financing analyst, you contribute to analysis, guidance and prevention with regard to risk management operations and activities. You perform financial analysis of files for the non-retail client segment of moderate complexity, formulate recommendations and draw up financing packages. You serve as a resource person for financing files. You work closely...


  • Rimouski, Canada Sun Life Full time

    Build a Business You Can Be Proud Of: At Sun Life, we're committed to helping our advisors succeed. With our exceptional training and support, you'll have everything you need to build a business that delivers real results. What You'll Do: Grow your business through prospecting and community outreach Meet with clients to understand their goals and...

  • Mortgage Specialist

    5 months ago


    Rimouski, Canada BMO Financial Group Full time

    85, avenue Rouleau Rimouski Quebec,G5L 8M7 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective...


  • Rimouski, Canada Sun Life Full time

    Sun Life is seeking a driven and entrepreneurial Financial Advisor to join their team.The ideal candidate will be self-motivated, highly driven, and passionate about helping clients achieve financial independence.This role offers the opportunity to build a business from the ground up, with exceptional training and support provided by Sun Life.You will...


  • Rimouski, Canada Desjardins Full time

    About the RoleAs a Life and Health Insurance Financial Security Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with members and clients, helping them to sell life and health...


  • Rimouski, Canada Masonite Full time

    Owens Corning est un leader mondial des matériaux de construction et du bâtiment, engagé à construire un avenir durable grâce à l'innovation des matériaux. Nos quatre activités intégrées – Toiture, Isolation, Portes et Composites – fournissent des solutions résistantes, durables et économes en énergie. C’est en tirant parti de notre...


  • Rimouski, Canada Desjardins Full time

    Temporary position for 6 months. As a member/client service agent -securities, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus...


  • Rimouski, Canada Desjardins Full time

    As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas...