Personal Finance Advisor

1 month ago

Drummondville, Canada Desjardins Full time

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- The work arrangement for the position is full-time hybrid work #LI-Hybrid- Number of jobs available : 2

**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 sales representative certificate issued by the 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

Drive results, Interpersonal Savvy

Work Location

460, boul. St-Joseph Drummondville

Trade Union

Unposting Date

2023-10-6

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

    4 weeks ago

    Drummondville, Canada Desjardins Full time

    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...

  • Home Financing Advisor

    2 days ago

    Drummondville, Canada Scotiabank Full time

    Requisition ID: 200330 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Home Financing Advisor

    5 days ago

    Drummondville, Canada Scotiabank Full time

    Requisition ID: 192534Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...

  • Home Financing Advisor

    4 days ago

    Drummondville, Canada Scotiabank Full time

       Requisition ID: 192534Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Home Financing Advisor

    1 day ago

    Drummondville, Canada Scotiabank Full time

    Requisition ID: 200330 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial...

  • Home Financing Advisor

    4 days ago

    Drummondville, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 192534Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage...

  • Home Financing Advisor

    4 days ago

    Drummondville, Canada Scotiabank Full time

       Requisition ID: 200330Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Home Financing Advisor

    4 days ago

    Drummondville, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 192534Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage...

  • Home Financing Advisor

    4 days ago

    Drummondville, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 192534Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage...

  • Banking Advisor

    1 week ago

    Drummondville, Canada National Bank of Canada Full time

    **Primary Locations**:Drummondville, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: 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 provide high-quality...

  • Home Financing Advisor

    5 days ago

    Drummondville, Quebec, J0C, Drummond, Canada Scotiabank Full time

    Requisition ID: 192534Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...

  • Banking Advisor

    2 days ago

    Drummondville, Canada National Bank of Canada Full time

    **Attendance** On-Site **Job Number** 15855 **Category** Support **Status**: Permanent**Schedule**: Full-Time**Posting date** 05-Jul-2023 **Location**: Drummondville, Quebec**Area of Interest**: Advisory services, Personal bankingsA career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and...

  • Digital Banking Advisor

    1 month ago

    Drummondville, QC, Canada Banque Nationale du Canada Full time

    Advisory services, Personal banking 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. Help clients use our banking applications and ABMs. Give advice and offer transaction solutions for...

  • Banking Advisor

    4 days ago

    Drummondville, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking 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...

  • Banking Advisor

    4 days ago

    Drummondville, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking 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...

  • Banking Advisor

    4 days ago

    Drummondville, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking 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...

  • Banking Advisor

    6 days ago

    Drummondville, Canada National Bank Full time

    Attendance On-Site Job Number 20331 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 30 hours Full Time / Part Time? Part-Time Number of Hours 30 Posting date 27-Mar-2024 Location: Drummondville, Quebec City Drummondville Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor...

  • Emplois en conseils financiers

    2 weeks ago

    Drummondville, Canada Desjardins Full time

    As a customer service professional, you must be willing and motivated to meet the needs of our members and clients by contributing to their financial health and empowerment. You'll provide quality service and find personalized financial solutions on a daily basis. Here's a featured position we're currently hiring for in the Centre-du-Québec region: ...

  • Banking advisor

    5 days ago

    Drummondville, QC, J0C, Drummond, Canada National Bank 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 approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

  • Financial Services Agent

    1 week ago

    Drummondville, Canada Desjardins Full time

    As a financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. More specifically, you maintain close relationships with members and...