Personal Finance Advisor

3 weeks ago

Montreal, Quebec, Canada Desjardins Full time
About the Role

As a Personal Finance Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals.

Key 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
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
Requirements
  • Bachelor's degree in a related field
  • A minimum of one year of relevant experience
  • Knowledge of French is required
  • Knowledge of current financial, economic, political and legislative events
  • 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
  • Debt management
  • Notions of compliance with legislation respecting the distribution of financial products and services
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Policies, legislation and standards related to products and services offered by the caisse
  • Desjardins business processes
  • Service standards
  • Techniques used to assess and monitor individual financing applications

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