Financial Services Specialist

7 days ago

Saguenay, Quebec, Canada Desjardins Full time

{"title": "Personal Finance Advisor", "description": "\u003Cp\u003E\u003Cb\u003EKey Responsibilities\u003C\/b\u003E\u003C\/p\u003E\u003Cp\u003EAs a Personal Finance Advisor, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients. You will listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals.\u003C\/p\u003E\u003Cp\u003E\u003Cb\u003EKey Skills\u003C\/b\u003E\u003C\/p\u003E\u003Cul\u003E\u003Cli\u003EAdvise members and clients on the best strategies and work with them to identify expected results\u003C\/li\u003E\u003Cli\u003EManage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement\u003C\/li\u003E\u003Cli\u003EStay up-to-date on the financial services industry, market trends and best practices in your field\u003C\/li\u003E\u003Cli\u003EParticipate in outreach activities and represent the caisse in the community\u003C\/li\u003E\u003C\/ul\u003E\u003Cp\u003E\u003Cb\u003EWhat We Offer\u003C\/b\u003E\u003C\/p\u003E\u003Cul\u003E\u003Cli\u003ECompetitive salary and annual bonus\u003C\/li\u003E\u003Cli\u003E4 weeks of flexible vacation starting in the first year\u003C\/li\u003E\u003Cli\u003EDefined benefit pension plan that provides predictable, stable income throughout retirement\u003C\/li\u003E\u003Cli\u003EGroup insurance including telemedicine\u003C\/li\u003E\u003Cli\u003EReimbursement of health and wellness expenses and telework equipment\u003C\/li\u003E\u003C\/ul\u003E\u003Cp\u003E\u003Cb\u003EWhat You Bring to the Table\u003C\/b\u003E\u003C\/p\u003E\u003Cul\u003E\u003Cli\u003EBachelor's degree in a related field\u003C\/li\u003E\u003Cli\u003EA minimum of one year of relevant experience\u003C\/li\003E\u003Cli\u003EMutual fund representative certificate – Autorité des marchés financiers\u003C\/li\u003E\u003Cli\u003EKnowledge of French is required\u003C\/li\u003E\u003Cli\u003EKnowledge of current financial, economic, political and legislative events\u003C\/li\u003E\u003Cli\u003ENotions of compliance with legislation respecting the distribution of financial products and services\u003C\/li\u003E\u003Cli\u003ETechniques used to assess and monitor individual financing applications\u003C\/li\u003E\u003C\/ul\u003E", "lang_code": "en-US"}

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