Personal finance advisor
14 hours 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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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 community.What 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* #LI-HybridWhat you bring to the tableCollege diploma in a related fieldA minimum of two years 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 eventsKnowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitorsKnowledge of the integration of financial data into computer systemsKnowledge of debt managementKnowledge of compliance with legislation respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesKnowledge of policies, legislation and standards related to products and services offered by the caisseKnowledge of operating procedures pertaining to investment and financing activities Desjardins business processesKnowledge of service standardsKnowledge of the techniques used to assess and monitor individual financing applicationsTrade Union (If applicable)CAISSE DE PORT-CARTIER (20378 / Conv_Col_00049) (2018-03-15 - )
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Personal finance advisor
3 weeks ago
Port-Cartier, Canada Desjardins Full timeJoin to apply for the Personal finance advisor role at Desjardins 1 day ago Be among the first 25 applicants Required 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,...
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Personal finance advisor
6 days ago
Port-Cartier, Canada Desjardins Group 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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Port-Cartier, Canada Desjardins Group Full timeA leading financial cooperative in Canada is seeking a Personal Finance Advisor in Port-Cartier. The advisor will develop and maintain relationships with clients, offer tailored financial advice, and help them achieve their financial goals. This role requires a college diploma, a minimum of two years of experience, and fluency in French. Key responsibilities...
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Personal Finance Advisor: Build Wealth
3 weeks ago
Port-Cartier, Canada Desjardins Full timeA leading financial institution in Côte-Nord, Port-Cartier is seeking a Personal Finance Advisor to develop and nurture relationships with clients. This entry-level role involves advising clients on financial strategies and products while ensuring their satisfaction. Candidates should have a college diploma and two years of experience in finance, alongside...
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Personal finance advisor
2 days ago
Port-Cartier, QC GB V, 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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Wealth Management Advisor
3 weeks ago
Port-Cartier, Canada Desjardins Group Full timeWealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Port-Cartiertime type: Full timeposted on: Posted 26 Days Agojob requisition id: R2513211As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Wealth Management Advisor
3 weeks ago
Port-Cartier, Canada Desjardins Group Full timeWealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Port-Cartiertime type: Full timeposted on: Posted 26 Days Agojob requisition id: R2513211As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Port Alberni, Canada TD Securities Full timeA leading financial institution is seeking a Personal Banker Trainee in Port Alberni to connect personally with customers and assist them in achieving their financial goals. This role involves advising on investment options, providing personalized financial advice, and ensuring positive customer experiences. Candidates should possess a high school diploma,...
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Financial Advisor — Personal
6 days ago
Port Alberni, Canada RBC Full timeA leading financial institution is seeking a Financial Advisor in Port Alberni, Canada, to nurture relationships with personal and small business clients. The role requires 2-3 years of sales experience in financial services and valid mutual funds accreditation. The advisor will provide financial advice and educate clients about complex credit and...
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Financial Advisor
1 week ago
Port Alberni, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
