Personal Finance Advisor
4 days ago
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 mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. 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. More specifically, you will be required to: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 communityWhat we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment* What you bring to the table Bachelor's degree in a related fieldA minimum of one year of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredAction oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning#LI-HybridTrade Union (If applicable)
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Personal Finance Advisor
3 weeks ago
Rouyn-Noranda, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Rouyn-Norandatime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R2511936As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Personal Finance Advisor
3 weeks ago
Rouyn-Noranda, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Rouyn-Norandatime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R2511936As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Personal Finance Advisor
1 week ago
Rouyn-Noranda, Canada Desjardins Full timeAs 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...
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Hybrid Personal Finance Advisor
2 weeks ago
Rouyn-Noranda, Canada Desjardins Group Full timeA leading financial services organization in Rouyn-Noranda is seeking a Hybrid Personal Finance Advisor. In this role, you will develop lasting business relationships, provide tailored financial advice, and improve service quality. Candidates should have a college diploma, two years of relevant experience, and a mutual fund representative certificate. The...
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Member-Focused Personal Finance Advisor
1 week ago
Rouyn-Noranda, Canada Desjardins Full timeA major financial institution in Canada seeks a Personal Finance Advisor to develop and maintain relationships with clients, advising them on investments, loans, and insurance products. The ideal candidate will have a Bachelor's degree, relevant experience, and a mutual fund representative certificate. Fluency in French is required. This role offers a...
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Personal Finance Advisor
1 week ago
Rouyn-Noranda, Canada Desjardins Full timeRequired 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...
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Rouyn-Noranda, Canada Desjardins Full timeA financial services organization in Rouyn-Noranda seeks a Personal Finance Advisor to develop lasting relationships with clients. This role requires advising clients on tailored financial solutions and managing client satisfaction. Candidates should have a college diploma in a related field, at least two years of relevant experience, and a mutual fund...
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Hybrid Personal Finance Advisor
3 weeks ago
Rouyn-Noranda, Canada Desjardins Group Full timeA leading cooperative financial group is seeking a Personal Finance Advisor in Rouyn-Noranda to develop lasting relationships with clients, advising them on financial strategies for achieving their goals. The role involves ensuring client satisfaction through tailored solutions and ongoing support. Candidates should have a Bachelor's degree in a related...
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Hybrid Personal Finance Advisor
3 weeks ago
Rouyn-Noranda, Canada Desjardins Group Full timeA leading cooperative financial group is seeking a Personal Finance Advisor in Rouyn-Noranda to develop lasting relationships with clients, advising them on financial strategies for achieving their goals. The role involves ensuring client satisfaction through tailored solutions and ongoing support. Candidates should have a Bachelor's degree in a related...
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Personal Finance Advison
2 weeks ago
Rouyn-Noranda, Canada Desjardins Group Full timePersonal Finance Advison page is loaded## Personal Finance Advisonremote type: The work arrangement for the position is hybrid worklocations: Rouyn-Norandatime type: Full timeposted on: Posted 2 Days Agojob requisition id: R2511935As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
