Personal Finance Advisor

3 weeks ago

Longueuil, Canada Desjardins Full time

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. 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

* Advantages 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

Upper intermediate knowledge of English due to the nature of the duties or work tools or because the position involves interactions with (language)-speaking partners, members and/or clients.

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.

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#LI-Hybrid

Trade Union

Non Syndiqué

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

2024-05-17

  • Personal Finance Advisor

    1 month ago

    Longueuil, Canada Desjardins Full time

    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...

  • Bookkeeper and tax advisor

    4 weeks ago

    Longueuil, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Un cabinet comptable Hello, I'm Marine, Recruitment and Business Development...

  • Bookkeeper and tax advisor

    2 weeks ago

    Longueuil, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Un cabinet comptable Hello, I'm Marine, Recruitment and Business Development...

  • CPA Accoutant

    1 week ago

    Longueuil, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Un cabinet comptable Hello, I'm Marine, Recruitment Consultant with Fed Finance, a...

  • CPA Accoutant

    1 week ago

    Longueuil, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Un cabinet comptable Hello, I'm Marine, Recruitment Consultant with Fed Finance, a...

  • Case Manager

    4 weeks ago

    Longueuil, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Cabinet comptable de taille moyenneHello, I'm Marine, Recruitment and Business...

  • Case Manager

    2 weeks ago

    Longueuil, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Cabinet comptable de taille moyenne Hello, I'm Marine, Recruitment and Business...

  • Paymaster

    4 weeks ago

    Longueuil, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Un cabinet comptable Hello, I'm Marine, Recruitment and Business Development Consultant...

  • Paymaster

    2 weeks ago

    Longueuil, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Un cabinet comptable Hello, I'm Marine, Recruitment and Business Development...

  • Case manager

    3 weeks ago

    Longueuil, QC, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Cabinet comptable de taille moyenne Hello, I'm Marine, Recruitment and...

  • Banking Advisor

    10 hours ago

    Longueuil, Quebec, Canada National Bank Full time

    Job PostingAttendance On-SiteJob Number: 19861Category: SupportStatus: PermanentType of Contract: PermanentSchedule: Part-Time 30 hoursFull Time / Part Time? Part-TimeNumber of Hours: 30Posting date: 21-Feb-2024Location: Saint-Hubert, Quebec CityProvince/State: QuebecArea of Interest: Advisory services, Personal bankingA career as a Banking Advisor at...

  • Banking Advisor

    6 hours ago

    Longueuil, Canada National Bank Full time

    Job Posting Attendance On-Site Job Number: 19861 Category: Support Status: Permanent Type of Contract: Permanent Schedule: Part-Time 30 hours Full Time / Part Time? Part-Time Number of Hours: 30 Posting date: 21-Feb-2024 Location: Saint-Hubert, Quebec City Province/State: Quebec Area of Interest: Advisory services, Personal banking A career as a Banking...

  • Advisor (Part Time) Longueuil

    2 weeks ago

    Longueuil, Canada MEC Mountain Equipment Company Full time

    MEC is more than a store. We’re a hub for the outdoor community, a leader in sustainability, and a place where you can be yourself. People come to us to try new things and plan new adventures - and as a store Advisor, you’ll be there to help make it all happen. Members (what we call customers) visit us for gear and advice on hiking, camping, climbing,...

  • Client Advisor

    4 weeks ago

    Longueuil, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?**: ***As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...

  • Personal Banking Trainee

    7 days ago

    Longueuil, Canada BMO Financial Group Full time

    279 rue Saint-Charles Longueuil Quebec,J4H 1E4 **At BMO you can find a path, pursue your passions, and make your mark! Grow a career and join a team that understands your needs and invests in your strengths!***: **We are actively seeking **new or recent graduates** (college or university)**, **passionate about banking,** and are **available **full-time**,...

  • Mobile Mortgage Advisor

    3 weeks ago

    Longueuil, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor - Longueuil, QC page is loaded Mobile Mortgage Advisor - Longueuil, QC Apply locations Longueuil, QC time type Full time posted on Posted 6 Days Ago job requisition id 2409242 We’re building a relationship-oriented bank for the modern world. We need...

  • Mobile Mortgage Advisor

    3 weeks ago

    Longueuil, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor - Longueuil, QC page is loaded Mobile Mortgage Advisor - Longueuil, QC Apply locations Longueuil, QC time type Full time posted on Posted 6 Days Ago job requisition id 2409242 We’re building a relationship-oriented bank for the modern world. We need...

  • Mobile Mortgage Advisor

    3 weeks ago

    Longueuil, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor - Longueuil, QC page is loaded Mobile Mortgage Advisor - Longueuil, QC Apply locations Longueuil, QC time type Full time posted on Posted 6 Days Ago job requisition id 2409242 We’re building a relationship-oriented bank for the modern world. We need...

  • Senior Advisor, Data engineering

    1 week ago

    Longueuil, Canada Desjardins Full time

    As a senior data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, sorting and transparently mining data. You help develop, maintain, support and run computer applications and data pipelines, while ensuring the functional analysis, IT design, coding, fine-tuning and documentation of programs. You lead...

  • Senior Advisor, Data engineering

    1 week ago

    Longueuil, Canada Desjardins Full time

    As a senior data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, sorting and transparently mining data. You help develop, maintain, support and run computer applications and data pipelines, while ensuring the functional analysis, IT design, coding, fine-tuning and documentation of programs. You lead...