Personal Finance Advisor
6 days ago
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 Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Knowledge of current financial, economic, political and legislative events 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 Debt management Notions of compliance with legislation respecting the distribution of financial products and services Understanding of the philosophy and fundamentals of financial services cooperatives Policies, legislation and standards related to products and services offered by the caisse Desjardins business processes Service standards Techniques used to assess and monitor individual financing applications Action 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 #J-18808-Ljbffr
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Personal Finance Advisor
3 weeks ago
Farnham, 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
Farnham, 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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Farnham, Canada Desjardins Full timeA financial services institution in Farnham, Quebec, is seeking a Personal Finance Advisor to develop and maintain trusting relationships with clients. The successful candidate will advise clients on financial strategies, manage business relationships, and ensure client satisfaction. A Bachelor's degree and a year of experience are required, along with a...
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Farnham, Canada Desjardins Group Full timeA leading financial services company in Quebec seeks a Personal Finance Advisor. The successful candidate will develop and maintain client relationships, provide tailored financial advice, and stay updated on industry trends. Responsibilities include advising clients on financial strategies, managing relationships, and enhancing service quality. A Bachelor's...
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Farnham, Canada Desjardins Group Full timeA leading financial services company in Quebec seeks a Personal Finance Advisor. The successful candidate will develop and maintain client relationships, provide tailored financial advice, and stay updated on industry trends. Responsibilities include advising clients on financial strategies, managing relationships, and enhancing service quality. A Bachelor's...
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Farnham, Canada Desjardins Full timeA leading financial services provider in Farnham, Quebec, is looking for an Advisor in Investment and Financing. This role focuses on optimizing clients' financial health by understanding their unique needs and delivering high-quality services. You will manage client relationships and stay updated on industry trends. The company promotes diversity,...
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Farnham, Canada Desjardins Group Full timeA prominent financial services organization in Farnham is seeking an advisor for investment and financing. The ideal candidate will provide exemplary customer service while meeting members' investment needs and developing tailored financial solutions. Responsibilities include managing client relationships and staying abreast of industry trends. Flexible...
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Accounting Technician, Assurance
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Farnham, Canada MNP Full timeInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Assurance & Accounting team as an Accounting Technician. This diverse team of professionals are dedicated to exceeding clients’ unique needs within...
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Financial Systems and Accounts Supervisor
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Farnham, Canada NHS Full timeFinancial Systems and Accounts Supervisor Salary: £32,000 per annum WTE based on 37 hours Wouldyou like to be part of an organisation that is dedicated to caring for the localcommunity? We are seeking a proactive accountant with good IT skills toensure our finance systems operate efficiently and effectively. This is avaried, hands-on role supporting the...
