Personal Finance Advisor

5 days ago

SaintHubertdeRivièreduLoup, Canada Desjardins Full time

Financial Advisor 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: 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 Bachelor's degree in a related field A minimum of one year of relevant experience Certificate of Representative in Personal Insurance – Autorité des marchés financiers Knowledge of French is required Other combinations of qualifications and relevant experience may be considered Key Skills Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Job Family Member/client sales and service (FG) Unposting Date Seniority level Entry level Employment type Full-time Job function Finance and Sales Industry Banking Equality, Diversity & Inclusion 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. 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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