Financial Advisor

5 days ago


Saguenay, Quebec, Canada Desjardins Full time
Job Title: Conseiller ou conseillère, Finances personnelles

Temporary position for 16 months

The work mode arrangement for the position is full-time on site

About the Role

As a personal finance advisor, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they are 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.

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
  • Notions of compliance with legislation respecting the distribution of financial products and services
  • Techniques used to assess and monitor individual financing applications

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning



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