Personal Finance Advisor

2 weeks ago

Rimouski, Canada Desjardins Full time

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

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 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

What you bring to the table- College diploma in a related field- A minimum of two years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Mutual fund representative certificate - Autorité des marchés financiers- Knowledge of French is required- Knowledge of current financial, economic, political and legislative events.- Knowledge 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 competitors.- Knowledge of the integration of financial data into computer systems.- Knowledge of debt management.- Knowledge of compliance with legislation respecting the distribution of financial products and services.- Understanding of the philosophy and fundamentals of financial services cooperatives.- Knowledge of policies, legislation and standards related to products and services offered by the caisse.- Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes.- Knowledge of service standards.Customer Focus, Drive results, Interpersonal Savvy

LI-Onsite

Trade Union

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Family

Member/client sales and service (FG)

Unposting Date

2024-10-4

  • Banking Advisor

    4 days ago

    Rimouski, Canada National Bank of Canada Full time

    **Primary Locations**:Rimouski, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and provide high-quality advice...

  • Financing Analyst

    4 weeks ago

    Rimouski, Canada Desjardins Full time

    Financing Analyst (Business)Desjardins is seeking a Financing Analyst (Business) who will contribute to analysis, guidance and prevention of risk management operations and activities. The role involves performing financial analysis of files for the non‑retail client segment of moderate complexity, formulating recommendations and drawing up financing...

  • Financing Analyst

    4 weeks ago

    Rimouski, Canada Desjardins Full time

    Financing Analyst (Business)Desjardins is seeking a Financing Analyst (Business) who will contribute to analysis, guidance and prevention of risk management operations and activities. The role involves performing financial analysis of files for the non‑retail client segment of moderate complexity, formulating recommendations and drawing up financing...

  • SUN LIFE FINANCIAL ADVISOR

    5 days ago

    Rimouski, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR Apply Locations: Rimouski, Quebec Time Type: Full time Posted on: Posted 2 Days Ago Job Requisition ID: JR00034455 You are as unique as your background, experience, and point of view. Here, you’ll be encouraged, empowered, and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields -...

  • Personal Banker

    6 hours ago

    Rimouski, Canada BMO Financial Group Full time

    85, avenue Rouleau Rimouski Quebec,G5L 8M7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Manager Financing solutions

    2 weeks ago

    Rimouski, Canada Banque Nationale du Canada Full time

    Area(s) of interest: Advisory services, Commercial banking A career as Manager financing solutions in the Commercial & Private wealth management 1859 team means working closely with the commercial account managers and several other internal and external partners as a credit expert. This job allows you to have a positive impact on your colleagues and...

  • Manager Financing solutions

    3 weeks ago

    Rimouski, Canada Banque Nationale du Canada Full time

    Area(s) of interest: Advisory services, Commercial banking A career as Manager financing solutions in the Commercial & Private wealth management 1859 team means working closely with the commercial account managers and several other internal and external partners as a credit expert. This job allows you to have a positive impact on your colleagues and...

  • Manager Financing solutions

    3 weeks ago

    Rimouski, Canada Banque Nationale du Canada Full time

    Area(s) of interest: Advisory services, Commercial banking A career as Manager financing solutions in the Commercial & Private wealth management 1859 team means working closely with the commercial account managers and several other internal and external partners as a credit expert. This job allows you to have a positive impact on your colleagues and...

  • Manager Financing solutions

    3 weeks ago

    Rimouski, Canada National Bank of Canada Full time

    2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. A career as Manager financing solutions in the Commercial & Private wealth management 1859 team means working closely with the commercial account managers and several other internal and external partners as a credit expert. This job allows you to have a...

  • Manager Financing solutions

    3 weeks ago

    Rimouski, Canada National Bank of Canada Full time

    2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. A career as Manager financing solutions in the Commercial & Private wealth management 1859 team means working closely with the commercial account managers and several other internal and external partners as a credit expert. This job allows you to have a...