Personal Finance Advisor
23 hours ago
Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Québectime type: Full timeposted on: Posted Yesterdayjob requisition id: R As a Personal Finance Advisor at the, 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 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.*#LI-Hybrid**What you bring to the table*** Bachelor's degree in a related field* A minimum of one year of relevant experience* Please note that other combinations of qualifications and relevant experience may be considered* Knowledge of French is requiredAction oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning**Trade Union (If applicable)**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** -1Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.Pursuing a career at Desjardins means being part of an organization that puts people first.#J-18808-Ljbffr
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Personal Finance Advisor
2 weeks ago
Quebec, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Québectime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600294As a Personal Finance Advisor at the, you’re responsible for developing and maintaining lasting and trusting business...
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Personal Finance Advisor
21 hours ago
Quebec, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Québectime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600294As a Personal Finance Advisor at the, you’re responsible for developing and maintaining lasting and trusting business...
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Personal Finance Advisor
2 weeks ago
Quebec City, 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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Client-Focused Personal Finance Advisor
4 weeks ago
Quebec, Canada Desjardins Group Full timeA leading financial institution in Quebec is seeking a Personal Finance Advisor responsible for developing long-term relationships with members. The advisor will help clients achieve their financial goals by providing tailored advice. Candidates must possess a Bachelor's degree, relevant experience, and a mutual fund representative certificate. Knowledge of...
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Personal Finance Advisor
4 weeks ago
Quebec, 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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Personal Finance Advisor
4 weeks ago
Quebec, Canada Desjardins Full time1 week ago Be among the first 25 applicants What we offer 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....
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Personal Finance Advisor
4 days ago
Quebec, Canada Desjardins Full time1 week ago Be among the first 25 applicants What we offer 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....
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Advisor Finance Transformation
4 weeks ago
Quebec, Canada Agropur Cooperative Full timeAdvisor Finance Transformation page is loaded## Advisor Finance Transformationlocations: CAN Quebec St-Huberttime type: Full timeposted on: Posted Todayjob requisition id: JR30818## **Job Type:**RegularThe Finance Transformation team is looking for an Advisor who is passionate about performance improvement and motivated to play a strategic role in...
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Advisor Finance Transformation
3 weeks ago
Quebec, Canada Agropur Cooperative Full timeAdvisor Finance Transformation page is loaded## Advisor Finance Transformationlocations: CAN Quebec St-Huberttime type: Full timeposted on: Posted Todayjob requisition id: JR30818## **Job Type:**RegularThe Finance Transformation team is looking for an Advisor who is passionate about performance improvement and motivated to play a strategic role in...
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Personal Finance Advisor
5 days ago
Quebec City, Canada Desjardins Full timeTemporary position for 12 months As a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You...
