Personal Finance Advisor
18 hours ago
Personal Finance Advisor – Desjardins As a personal finance advisor, you develop and maintain lasting, trusting relationships with members and clients to ensure their satisfaction. You listen to their needs, provide advice tailored to their financial situation, and help them choose solutions that meet their goals. You drive results by recommending investments, loans, and insurance products and serve as a financing expert advisor and resource person for the caisse. 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. Qualifications College diploma in a related field. A minimum of two years of relevant experience. Certificate of representation of mutual funds – 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. Benefits 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. EEO Statement 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 #J-18808-Ljbffr
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Personal Finance Advisor
2 weeks ago
Windsor, Canada Desjardins Full timePersonal Finance Advisor – Desjardins As a personal finance advisor, you develop and maintain lasting, trusting relationships with members and clients to ensure their satisfaction. You listen to their needs, provide advice tailored to their financial situation, and help them choose solutions that meet their goals. You drive results by recommending...
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Personal Finance Advisor
1 week ago
Windsor, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Windsor (Québec)time type: Full timeposted on: Posted 2 Days Agojob requisition id: R2600276As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Personal Finance Advisor
18 hours ago
Windsor, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Windsor (Québec)time type: Full timeposted on: Posted 2 Days Agojob 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
2 weeks ago
Windsor, 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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Personal Finance Advisor
2 weeks ago
Windsor, Ontario, 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 financial...
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Windsor, Canada Desjardins Group Full timeA leading financial cooperative in Canada is seeking a Personal Finance Advisor to build lasting client relationships and provide tailored financial advice. This hybrid role requires a college diploma and a minimum of two years of experience. Responsibilities include advising clients, assessing satisfaction, and staying updated on market trends. Competitive...
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Personal Finance Advisor
2 weeks ago
Windsor, Canada Desjardins Full timeA leading financial services provider in Windsor, Quebec, is seeking a Personal Finance Advisor to develop lasting relationships with clients. This role involves advising on financial strategies, managing business relationships, and staying updated on market trends. The ideal candidate will have a college diploma, relevant experience, and a strong...
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Hybrid Personal Finance Advisor — Investments
18 hours ago
Windsor, Canada Desjardins Group Full timeA leading financial cooperative in Canada is seeking a Personal Finance Advisor to build lasting client relationships and provide tailored financial advice. This hybrid role requires a college diploma and a minimum of two years of experience. Responsibilities include advising clients, assessing satisfaction, and staying updated on market trends. Competitive...
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Personal Finance Advisor
18 hours ago
Windsor, Canada Desjardins Full timeA leading financial services provider in Windsor, Quebec, is seeking a Personal Finance Advisor to develop lasting relationships with clients. This role involves advising on financial strategies, managing business relationships, and staying updated on market trends. The ideal candidate will have a college diploma, relevant experience, and a strong...
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Banking advisor
3 weeks ago
Windsor, Canada National Bank of Canada Full timeBanking Advisor National Bank of Canada – Windsor, Ontario, Canada Compensation: $49,000 – $60,700 per year Your job: Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made‑to‑measure insurance and...
