Personal Finance Advisor
4 hours ago
Overview 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. 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, 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 Understanding of the philosophy and fundamentals of financial services cooperatives Available to work one evening per week until 7 P.M. Note Work arrangement: Hybrid. Equal opportunity 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 #J-18808-Ljbffr
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Personal Finance Advisor
23 minutes ago
La Tuque, Canada Desjardins Group Full timeOverviewAs 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...
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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
1 week 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: R As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with...
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Personal Finance Advisor
3 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
1 week 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
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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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Smart Money Advisor for Young Professionals
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La Tuque, Canada Desjardins Group Full timeA leading financial services cooperative in La Tuque is seeking a Personal Finance Advisor responsible for building trusting business relationships with members. The ideal candidate will have a college diploma, at least two years of experience in relevant fields, and a mutual fund representative certificate. Responsibilities include advising clients,...
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Banking Advisor
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La Tuque, Canada National Bank of Canada Full time**Primary Locations**:La Tuque, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in La Tuque, 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...
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Personal Finance Advisor
3 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
1 week 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...
