Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing client satisfaction, profitability, and prudent risk management.
About the role
- Financial Services Representative fostering relationships with clients and providing tailored banking services. Working in a fast-paced environment and engaging with clients to assist with financial goals.
Responsibilities
- Work in a fast-paced Banking Centre
- Foster key relationships with clients
- Understand clients’ financial and personal goals
- Provide informative and tailored service
- Recommend the right products and solutions to assist clients' financial success
- Meet with clients to understand their priorities and advise them on solutions
- Engage in marketing and outreach activities to show client value
- Leverage technology as a banking expert introducing clients to mobile banking applications
- Work flexible hours including evenings and weekends
Requirements
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience in working with clients and achieving sales results
- Prior banking experience in a similar capacity is an asset
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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Personal Finance Advisor helping Desjardins members achieve financial goals through investments, loans, and insurance. Building client relationships and recommending integrated financial solutions.
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