Personal Finance Advisor

1 week ago


Terrebonne, 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 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. 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- College diploma in a related field- A minimum of two years 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 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 standards.Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union

CAISSE LE MANOIR (T: 00028)

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

2024-12-5



  • Terrebonne, 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 Advisor

    2 weeks ago


    Terrebonne, Quebec, Canada Royal Bank of Canada> Full time

    Job OverviewWe are seeking a Financial Advisor to join our dynamic team at the Royal Bank of Canada. As an expert advisor, you will play a vital role in helping clients achieve their financial goals and thrive in their communities.About the Role:As a Financial Advisor, you will attract, nurture, and grow relationships with high-value personal and small...

  • Banking Advisor

    6 months ago


    Terrebonne, Canada National Bank of Canada 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**: -...

  • Expert Banking Advisor

    4 months ago


    Terrebonne, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the following locations: Terrebonne, Lachenaie, Mascouche, Repentigny**What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by...

  • Financial Advisor

    2 weeks ago


    Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    About the RoleAs a Financial Advisor - Client Success Expert at Royal Bank of Canada, you will play a crucial role in helping our clients achieve their financial goals. This is an excellent opportunity to leverage your expertise and build strong relationships with our high-value personal and small business clients.You will provide proactive, professional...

  • Personal Banker

    5 months ago


    Terrebonne, Canada BMO Financial Group Full time

    1000 boul Moody Terrebonne Quebec,J6W 3Z5 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...

  • Client Advisor

    1 month ago


    Terrebonne, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs a Client Advisor at Royal Bank of Canada, you will be responsible for delivering exceptional client service and driving business growth by identifying sales and referral opportunities.Key Responsibilities:Proactively engage with clients to understand their needs and provide tailored solutions.Develop and maintain strong...


  • Terrebonne, Canada Desjardins Full time

    As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...


  • Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity:We are seeking an Expert Banking Advisor to join our team at Royal Bank of Canada.About the Role:As an Expert Banking Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners...


  • Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job OverviewRoyal Bank of Canada is seeking a skilled and motivated individual to join our team as a Banking Advisor in Terrebonne, Quebec. This part-time position offers the opportunity to work with clients and build relationships, while also developing your skills and career within our dynamic organization.About the RoleIn this role, you will be...

  • Client Advisor

    4 months ago


    Terrebonne, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the following locations: Terrebonne, Lachenaie, Mascouche, Repentigny**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...


  • Terrebonne, Canada Premium Retail Services Full time

    En tant que conseiller en café Nespresso, vous captiverez les clients et contribuerez à stimuler les ventes de Nespresso en attirant l'attention des détaillants et en mettant en valeur les produits grâce à des échantillons de café exceptionnels. **Quels sont les avantages pour vous?** - Vous représenterez l'une des plus grandes marques de café au...


  • Terrebonne, Quebec, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorTake control of your life and determine your own success with a rewarding career as a Sun Life financial advisor. Enjoy financial independence and work-life balance with our exceptional training and support.What You'll Do:Grow your business by prospecting within your network and communityMeet with clients...


  • Terrebonne, Quebec, Canada Sun Life Full time

    Company OverviewSun Life is a leading provider of financial services, dedicated to helping individuals and families achieve their long-term goals. With a rich history of innovation and excellence, we offer a comprehensive range of products and solutions that cater to diverse needs.Estimated SalaryWe are offering a competitive salary of $65,000 - $90,000 per...

  • Banking Advisor

    4 months ago


    Terrebonne, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the following locations: Terrebonne, Lachenaie, Mascouche, Repentigny**What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction....


  • Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job DescriptionRoyal Bank of Canada is seeking a highly motivated and client-focused Banking Advisor to join our team in Terrebonne, Lachenaie, Mascouche, or Repentigny. This exciting opportunity will allow you to develop your skills in sales, problem-solving, and relationship-building while making a meaningful impact on clients' lives.As a Banking Advisor,...


  • Terrebonne, Quebec, Canada Royal Bank of Canada> Full time

    Company OverviewThe Royal Bank of Canada is a leading financial institution with a strong presence in the Canadian market. We are committed to providing our clients with exceptional service and innovative solutions.SalaryWe offer a competitive salary range of $65,000 - $85,000 per year, depending on experience.Job DescriptionIn this role, you will be...


  • Terrebonne, Canada Outlier Full time

    Outlier helps the world’s most innovative companies improve their AI models by providing human feedback. Are you an experienced Biology who would like to lend your expertise to train AI models? About the opportunity: Outlier is looking for talented accounting and tax experts to help train generative artificial intelligence modelsThis freelance...

  • Accounting Assistant

    5 months ago


    Terrebonne, Canada Diamond Logistics Transport Inc. Full time

    **OUR BRANCH IN (TERREBONNE) IS LOOKING FOR Accounting Assistant.** '''Job Overview''' We are seeking an Accounting Assistant to join our team. As an Accounting Assistant, you will play a crucial role in supporting our accounting department and ensuring the accuracy and efficiency of our financial operations. This is a great opportunity for someone who is...

  • Accounting Assistant

    6 months ago


    Terrebonne, Canada Diamond Logistics Transport Inc. Full time

    **OUR BRANCH IN (TERREBONNE) IS LOOKING FOR ACCOUNTING ASSISTANT** '''Job Overview''' We are seeking an Accounting Assistant to join our team. As an Accounting Assistant, you will play a crucial role in supporting our accounting department and ensuring the accuracy and efficiency of our financial operations. This is a great opportunity for someone who is...