Personal Finance Advisor

2 months ago

Repentigny, 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 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:
- Help members and clients set goals and advise them on the best strategies.- 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 be present 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- Notions of compliance with legislation respecting the distribution of financial products and services- Available to travel throughout the caisse territory.- Available 5 days a week, including one evening.

Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union

Non-unionized

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

2024-11-15

  • Banking advisor

    3 months ago

    Repentigny South, Canada National Bank Full time

    Youtube VideoA 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 offers...

  • Client Advisor

    1 month ago

    Repentigny, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...

  • Mobile Mortgage Advisor

    7 months ago

    Repentigny, 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...

  • Associate Financial Advisor

    6 months ago

    Repentigny, 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...

  • Client Advisor

    1 month ago

    Repentigny, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...

  • Conseiller en café Nespresso | Nespresso Coffee Advisor

    7 months ago

    Repentigny, Canada Acosta Full time

    Conseiller en café Nespresso | Nespresso Coffee Advisor General Information Company: PRE-CA Location: Repentigny, Quebec, J6A 8J3 Ref #: M56730 Function: Brand Advocacy & Sales Employment Duration: Part-time Description and Requirements En tant que conseiller en café Nespresso, vous enthousiasmerez les clients et contribuerez à...

  • Banking Advisor

    1 month ago

    Repentigny, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor

    1 month ago

    Repentigny, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients...

  • Operations Agent

    6 months ago

    Repentigny, Canada National Bank of Canada Full time

    A career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures. **Your job**: - Warmly welcome clients to the branch and direct them...

  • Operations Agent

    6 months ago

    Repentigny, Canada National Bank of Canada Full time

    A career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures. **Your job**: - Warmly welcome clients to the branch and direct them...

  • Branch Manager

    6 months ago

    Repentigny, Canada National Bank of Canada Full time

    **Your role** A career in management at National Bank means participating in the smooth running of your branch and ensuring daily listening and coaching. As Branch Manager, you are responsible for supporting and assisting the employees under your management in order to implement the Bank's strategic vision, while allowing your team to develop...

  • Customer Success Specialist

    3 weeks ago

    Repentigny, Canada WelcomeSpaces Full time

    English will follow…À propos de WelcomeSpaces WelcomeSpaces révolutionne les interactions entre les professionnels de la finance et leurs clients grâce à une plateforme innovante et axée sur l’intelligence artificielle. Notre mission est de simplifier et d’optimiser ces relations en offrant une solution moderne et performante, soutenue par des...

  • Customer Success Specialist

    3 weeks ago

    Repentigny, Canada WelcomeSpaces Full time

    English will follow…À propos de WelcomeSpaces WelcomeSpaces révolutionne les interactions entre les professionnels de la finance et leurs clients grâce à une plateforme innovante et axée sur l’intelligence artificielle. Notre mission est de simplifier et d’optimiser ces relations en offrant une solution moderne et performante, soutenue par des...

  • Retail Sales Representative for General Mills/blue

    7 months ago

    Repentigny, Canada Encore Market Engagement Full time

    **Description d'emploi**: Our client is General Mills. Your role is to identify business development opportunities to drive sales within an assigned geographical territory. **The Role**:TEMPORARY CONTRACT POSITION** - Retail Sales Representative for General Mills & Blue Buffalo - Montreal East Territory - 32 HRS/WEEK** **The Perfect Person for The...

  • Retail Sales Representative for General Mills/blue

    3 months ago

    Repentigny, Canada Encore Market Engagement Full time

    **Description d'emploi**: Our client is General Mills. Your role is to identify business development opportunities to drive sales within an assigned geographical territory. **The Role**: Bilingual Retail Sales Representative for General Mills & Blue Buffalo - Lanaudière territory - 40 HRS/WEEK** **The Perfect Person for The Role**: You are a dynamic,...

  • Retail Sales Representative for General Mills/blue

    7 months ago

    Repentigny, Canada Encore Market Engagement Full time

    **Job Brief**: Our client is General Mills. Your role is to identify business development opportunities to drive sales within an assigned geographical territory. **The Role**:TEMPORARY CONTRACT POSITION** - Retail Sales Representative for General Mills & Blue Buffalo - Repentigny - 32 HRS/WEEK** **The Perfect Person for The Role**: You are a dynamic,...

  • Customer Success Specialist

    3 weeks ago

    Repentigny, Quebec, L'Assomption, Canada WelcomeSpaces Full time

    English will follow…À propos de WelcomeSpaces WelcomeSpaces révolutionne les interactions entre les professionnels de la finance et leurs clients grâce à une plateforme innovante et axée sur l’intelligence artificielle. Notre mission est de simplifier et d’optimiser ces relations en offrant une solution moderne et performante, soutenue par des...

  • Customer Success Specialist

    3 weeks ago

    Repentigny, QC, Canada WelcomeSpaces Full time

    English will follow… À propos de WelcomeSpaces WelcomeSpaces révolutionne les interactions entre les professionnels de la finance et leurs clients grâce à une plateforme innovante et axée sur l’intelligence artificielle. Notre mission est de simplifier et d’optimiser ces relations en offrant une solution moderne et performante, soutenue par des...

  • Customer Success Specialist

    3 weeks ago

    Repentigny, QC, Canada WelcomeSpaces Full time

    English will follow… À propos de WelcomeSpaces WelcomeSpaces révolutionne les interactions entre les professionnels de la finance et leurs clients grâce à une plateforme innovante et axée sur l’intelligence artificielle. Notre mission est de simplifier et d’optimiser ces relations en offrant une solution moderne et performante, soutenue par des...