Personal Finance Advisor

2 days ago

SaintApollinaire, Canada Desjardins Full time
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, 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
  • Benefits apply based on eligibility criteria.

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
  • Knowledge of the techniques used to assess and monitor individual financing applications

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Curious about this profession? Click here

Trade Union (If applicable)

CAISSE CENTRE DE LOTBINIÈRE / CONV_COL_

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family

Member/client sales and service (FG)

Unposting Date

  • Personal Finance Advisor

    3 days ago

    Saint-apollinaire, Canada Desjardins Full time

    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...

  • Personal Finance Advisor

    1 week ago

    Saint-Apollinaire, Canada Desjardins Full time

    Apply for the Personal Finance Advisor role at Desjardins. Responsibilities 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,...

  • Personal Finance Advisor — Elevate Members' Financial Planning

    1 week ago

    Saint-Apollinaire, Canada Desjardins Full time

    A leading financial institution in Quebec is seeking a Personal Finance Advisor to guide clients in effective financial strategies and manage their satisfaction and service quality. The ideal candidate holds a Bachelor's degree and has a mutual fund representative certificate, along with at least one year of relevant experience. Bilingualism in French and...

  • Personal Finance Advisor

    4 weeks ago

    Saint-Ambroise, Canada Desjardins Full time

    Desjardins Saint‑Ambroise‑de‑Kildare, Quebec, Canada Personal Finance Advisor Join to apply for the Personal Finance Advisor role at Desjardins. Responsibilities 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. You...

  • Personal Finance Advisor

    1 week ago

    Saint-Laurent, Canada Desjardins Full time

    Join to apply for the Personal Finance Advisor role at Desjardins4 days ago Be among the first 25 applicantsJoin to apply for the Personal Finance Advisor role at DesjardinsGet AI-powered advice on this job and more exclusive features.RequiredAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...

  • Investment & Financing Advisor — Hybrid

    3 weeks ago

    Saint-Apollinaire, Canada Desjardins Group Full time

    A leading financial services organization in Canada seeks an Advisor for investment and financing. The role involves attending to clients' financial needs, managing relationships, and ensuring high service quality. The ideal candidate will be committed to providing excellent customer service and developing tailored financial solutions. Competitive salary and...

  • Investment & Financing Advisor — Hybrid

    1 week ago

    Saint-Apollinaire, Canada Desjardins Group Full time

    A leading financial services organization in Canada seeks an Advisor for investment and financing. The role involves attending to clients' financial needs, managing relationships, and ensuring high service quality. The ideal candidate will be committed to providing excellent customer service and developing tailored financial solutions. Competitive salary and...

  • Personal Finance Advisor

    4 weeks ago

    Saint-Ambroise-de-Kildare, Canada Desjardins Full time

    Desjardins Saint‑Ambroise‑de‑Kildare, Quebec, Canada Personal Finance Advisor Join to apply for the Personal Finance Advisor role at Desjardins. Responsibilities 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. You...

  • Advisor, Investment and Financing

    2 days ago

    Saint-Apollinaire, Canada Desjardins Full time

    Many opportunities are currently available in the Chaudière-Appalaches region. RequiredAs an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent...

  • Personal Finance Advisor

    1 week ago

    Saint-Sylvestre, Canada Desjardins Full time

    Join to apply for the Personal Finance Advisor role at Desjardins. As a personal finance advisor, you develop and maintain lasting and trusting business relationships with members and clients, ensuring their satisfaction. You listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their...