Personal Finance Advisor
1 month ago
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-06
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.
General Information on the Position
Main responsibilities- 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.
Other working conditions- Schedule : 35 hours/week, including 1 evening shift until 8pm- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1
**Qualifications**:
- College diploma in a related field- A minimum of 2 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- Hold a mutual fund representative certificate - Autorité des marchés financiers- For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge- 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.Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Work Location
Caisse Desjardins de Sault-au-Récollet-Montréal-Nord
Trade Union
CAISSE SAULT ET RÉCOLLET (T: 30513)
Unposting Date
2023-03-8
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.
-
Personal Finance Advisor
3 days ago
Québec, Canada Desjardins Full timeThe 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...
-
Personal Finance Advisor
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Personal Finance Advisor
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Personal Finance Advisor
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Personal Finance Advisor
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Personal Finance Advisor
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Personal Finance Advisor
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Personal Finance Advisor
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Québec City, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site As a personal finance advisor dynamic approach,at the 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...
-
Québec, Canada Desjardins Full timeAt 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...
-
Financial analyst
1 month ago
Québec, Canada Fed Finance Full timeFounded in 2001, Fed Finance is a recruitment agency that is specialized in accounting and finance positions. Our consultants are finance experts and speak your language. We select the best candidates for temporary and permanent positions. We are committed to working with you throughout your job search and beyond! Client dans le secteur de...
-
Accounts receivable specialist
1 month ago
Québec, Canada Fed Finance Full timeFounded in 2001, Fed Finance is a recruitment agency that is specialized in accounting and finance positions. Our consultants are finance experts and speak your language. We select the best candidates for temporary and permanent positions. We are committed to working with you throughout your job search and beyond! Client dans le secteur automobile Hello, I...
-
Accounts receivable specialist
1 month ago
Québec, Canada Fed Finance Full timeFounded in 2001, Fed Finance is a recruitment agency that is specialized in accounting and finance positions. Our consultants are finance experts and speak your language. We select the best candidates for temporary and permanent positions. We are committed to working with you throughout your job search and beyond! Client dans le secteur automobile Hello, I...
-
Manager, Financing Solutions
2 weeks ago
Québec City, Canada IG Wealth Management Full timeResponsibilities : Educating and Engaging IG Advisors Provide individual and Regional Office-level guidance to IG Advisors prior to financing referrals (i.e., client portfolio reviews) to help achieve sales targets Provide guidance to Advisors on: How and when to incorporate financing within the financial planning conversation and provide individual...
-
Banking Advisor
1 day ago
Québec, Canada National Bank of Canada Full timeA 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...
-
Banking Advisor
1 day ago
Québec, Canada National Bank of Canada Full time**Primary Locations**:Jonquière, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: 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...
-
Collections Advisor
1 month ago
Québec, Canada Scotiabank Full timeRequisition ID: 177405 Join the Global Community of Scotiabankers to help customers become better off. **Collections Advisor - Anjou, Quebec** Scotia Dealer Advantage is one of Canada’s largest and fastest growing Special Finance companies providing automotive financing programs nationwide. We build partnerships with authorized independent and franchise...
-
Advisor Accounting
1 week ago
Québec, QC, Canada TALINKO Inc. Full timeGet privileged access to a selection of available positions and candidates Please note that this position is now filled. We are looking for a Financial Accounting Advisor – IFRS to join the accounting team of a company working in the field of alternative financing and credit. CPA, 5 to 7 years of experience in a firm, IFRS, MD&A and IPO. ...
-
Banking Advisor
1 week ago
Québec, Canada National Bank of Canada Full time**Primary Locations**:Saint-Marc-des-Carrieres, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in St-Marc-des-Carrières, you'll 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...
-
Banking Advisor
1 week ago
Québec, Canada National Bank of Canada Full time**Primary Locations**:Sept-Îles, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: **Hours Number**:35**: As a Banking Advisor at the National Bank, you'll 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...