Personal Finance Advisor
7 days ago
Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: La Pocatièretime type: Full timeposted on: Posted Yesterdayjob requisition id: R 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 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** Desjardins 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
3 weeks ago
La Pocatière, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: La Pocatièretime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600108As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Personal Finance Advisor
2 weeks ago
La Pocatière, Canada Desjardins Full timePersonal Finance Advisor 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. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and...
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Personal Finance Advisor
7 days ago
La Pocatière, Canada Desjardins Full timePersonal Finance Advisor 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. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and...
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Personal Finance Advisor
2 weeks ago
La Pocatière, Canada Desjardins Full timeA financial services company located in La Pocatière, Quebec, is looking for a Personal Finance Advisor. In this role, you will build and maintain strong relationships with members and clients, offering tailored financial advice to meet their goals. You will manage various business interactions and need to stay updated on industry trends. A Bachelor's...
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Personal Finance Advisor
7 days ago
La Pocatière, Canada Desjardins Full timeA financial services company located in La Pocatière, Quebec, is looking for a Personal Finance Advisor. In this role, you will build and maintain strong relationships with members and clients, offering tailored financial advice to meet their goals. You will manage various business interactions and need to stay updated on industry trends. A Bachelor's...
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La Pocatière, Canada Desjardins Group Full timeA leading financial services cooperative is seeking a Personal Finance Advisor in La Pocatière, Quebec. The role involves developing and maintaining business relationships with members and clients, advising on strategies to meet financial goals, and participating in community outreach. Ideal candidates will have a Bachelor's degree, a minimum of one year of...
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La Pocatière, Canada Desjardins Group Full timeA leading financial services cooperative is seeking a Personal Finance Advisor in La Pocatière, Quebec. The role involves developing and maintaining business relationships with members and clients, advising on strategies to meet financial goals, and participating in community outreach. Ideal candidates will have a Bachelor's degree, a minimum of one year of...
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Personal Finance Advisor
2 weeks ago
La Baie, Canada Desjardins Full timeThe 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...
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Personal Finance Advisor
2 weeks ago
Métabetchouan–Lac-à-la-Croix, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 110, rue Saint-André, Métabetchouan-Lac-à-la-Croixtime type: Full timeposted on: Posted 26 Days Agojob requisition id: R2516470As a personal finance advisor, you’re responsible for developing and...
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Personal Finance Advisor
2 weeks ago
La Baie, Canada Desjardins Full timeThe 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...
