Personal Finance Advisor
2 weeks 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 tableBachelor'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 requiredKnowledge of current financial, economic, political and legislative eventsAll products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitorsDebt management Notions of compliance with legislation respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesPolicies, legislation and standards related to products and services offered by the caisseDesjardins business processesService standardsTechniques used to assess and monitor individual financing applicationsDrive results, Interpersonal SavvyTrade Union (If applicable)
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Personal Finance Advisor
7 days ago
Saint-Anselme, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Saint-Anselmetime type: Full timeposted on: Posted Todayjob requisition id: R2514253As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Personal Finance Advisor
3 days ago
Saint-Anselme, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Saint-Anselmetime type: Full timeposted on: Posted Todayjob requisition id: R As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members...
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Personal Finance Advisor
4 weeks ago
Saint-Anselme, Canada Desjardins Full timePersonal Finance Advisor – Desjardins Join us to apply for the Personal Finance Advisor role at Desjardins. The position calls for an individual who can create and maintain lasting, trusting business relationships with members and clients, specifically young people and individual members, ensuring satisfaction while driving business results....
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Personal Finance Advisor
4 weeks ago
Saint-Anselme, Canada Desjardins Group Full timeOverviewAs 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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Personal Finance Advisor
4 days ago
Saint-Anselme, 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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Personal Finance Advisor
1 week ago
Saint-Anselme, Quebec, 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 financial...
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Personal Finance Advisor
2 weeks ago
Saint-Anselme, Quebec, 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 financial...
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Saint-Anselme, Canada Desjardins Group Full timeA leading cooperative financial group in Quebec is seeking a Personal Finance Advisor to build strong client relationships and provide financial guidance. The role involves advising clients on strategies to achieve financial goals and managing client satisfaction. Key qualifications include a college diploma, relevant experience, and strong communication...
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Saint-Anselme, Canada Desjardins Group Full timeA leading cooperative financial group in Quebec is seeking a Personal Finance Advisor to build strong client relationships and provide financial guidance. The role involves advising clients on strategies to achieve financial goals and managing client satisfaction. Key qualifications include a college diploma, relevant experience, and strong communication...
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Youth-Focused Personal Finance Advisor — Remote
4 weeks ago
Saint-Anselme, Canada Desjardins Full timeA financial institution in Canada is seeking a Personal Finance Advisor to create and maintain trusting relationships with clients, drive business results, and offer strategic financial advice. The ideal candidate will have a college diploma in a related field and at least two years of relevant experience. Strong multilingual communication skills are...
