![Desjardins](https://media.trabajo.org/img/noimg.jpg)
Personal Finance Advisor
1 month 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
*
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 from the Ontario Securities Commission
Knowledge of French is required for positions in Quebec
Advancedknowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients.
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
Available for travel in the Niagara region
Available to work 1 evening per week until 7 p.m
Drive results, Interpersonal Savvy#LI-HybridTrade Union
Non Syndiqué-
Personal Insurance Advisor
4 weeks ago
Niagara Falls, Canada BrokerLink Full timeBeing a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who...
-
Financial Advisor
3 days ago
Niagara Falls, Canada Royal Bank of Canada Full time**Job Summary** What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
-
Mortgage Advisor
1 week ago
Niagara Falls, Canada Scotiabank Full timeRequisition ID: 189498 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...
-
Service Advisor
5 days ago
Niagara Falls, Canada Niagara Chrysler Full timeA Service Advisor is responsible for providing excellent customer service by understanding clients concerns and explain their needs to staff for satisfactory service delivery. Service writers schedule appointments, process orders, monitor and handle customer complaints. Previous Chrysler experience would be an asset. **Salary**: $45,000.00-$70,000.00 per...
-
Service Advisor
3 weeks ago
Niagara Falls, Canada Niagara Chrysler Full timeA Service Advisor is responsible for providing excellent customer service by understanding clients concerns and explain their needs to staff for satisfactory service delivery. Service writers schedule appointments, process orders, monitor and handle customer complaints. Previous Chrysler experience would be an asset. **Salary**: $45,000.00-$70,000.00 per...
-
Mortgage Advisor
4 weeks ago
Niagara Falls, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of...
-
Mortgage Advisor
4 weeks ago
Niagara Falls, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of...
-
Mortgage Advisor
4 weeks ago
Niagara Falls, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of...
-
Mortgage Advisor
1 month ago
Niagara Falls, Canada Scotiabank Full timeRequisition ID: 189498Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...
-
Mortgage Advisor
4 weeks ago
Niagara Falls, Canada Scotiabank Full timeRequisition ID: 189498Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...
-
Mortgage Advisor
4 weeks ago
Niagara Falls, Canada Scotiabank Full timeRequisition ID: 189498Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...
-
Mortgage Advisor
4 weeks ago
Niagara Falls, Canada Scotiabank Full timeRequisition ID: 189498Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...
-
Automotive Service Advisor
5 days ago
Niagara Falls, Canada German Automotive Inc Full timeAutomotive background is required, we cannot start you from scratch as the business is technically complex. Priority will be given to those with experience in this position. You will work with customers and technicians, preparing work orders, estimates, ordering parts, booking and scheduling work as needed. Experience with the automotive industry and cars...
-
Automotive Service Advisor
2 months ago
Niagara Falls, Canada Advantage Autopro Full timeResponsibilities for Service Advisor - Greet customers and offer excellent customer service from intake to release of their vehicles - Translate customer-reported problems to actionable work orders for technicians to complete - Order necessary parts from suppliers and double-check that they are delivered to technicians - Ensure that automotive work provided...
-
Automotive Service Advisor
3 weeks ago
Niagara Falls, Canada Advantage Autopro Full timeResponsibilities for Service Advisor - Greet customers and offer excellent customer service from intake to release of their vehicles - Translate customer-reported problems to actionable work orders for technicians to complete - Order necessary parts from suppliers and double-check that they are delivered to technicians - Ensure that automotive work provided...
-
Automotive Service Advisor
5 days ago
Niagara Falls, Canada Advantage Autopro Full timeResponsibilities for Service Advisor - Greet customers and offer excellent customer service from intake to release of their vehicles - Translate customer-reported problems to actionable work orders for technicians to complete - Order necessary parts from suppliers and double-check that they are delivered to technicians - Ensure that automotive work provided...
-
Automotive Service Advisor
2 weeks ago
Niagara Falls, Canada Advantage Autopro Full timeResponsibilities for Service Advisor - Greet customers and offer excellent customer service from intake to release of their vehicles - Translate customer-reported problems to actionable work orders for technicians to complete - Order necessary parts from suppliers and double-check that they are delivered to technicians - Ensure that automotive work provided...
-
Automotive Service Advisor
3 days ago
Niagara Falls, Canada Advantage Autopro Full timeResponsibilities for Service Advisor - Greet customers and offer excellent customer service from intake to release of their vehicles - Translate customer-reported problems to actionable work orders for technicians to complete - Order necessary parts from suppliers and double-check that they are delivered to technicians - Ensure that automotive work provided...
-
Automotive Service Advisor
3 weeks ago
Niagara Falls, Canada Advantage Autopro Full timeOverview: We are seeking a highly motivated and customer-oriented individual to join our team as a Service Advisor. As a Service Advisor, you will be responsible for providing exceptional customer service and ensuring the smooth operation of our automotive service department. This is a full-time position with competitive pay and benefits. **Duties**: -...
-
Niagara, Canada Scotiabank Full timeRequisition ID: 192837 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Client Solutions Advisor** We are actively recruiting experienced Client Solutions Advisors in the St. Catharines region. **Job Overview**: As a Client Solutions Advisor you will be responsible for onboarding customers that have...