Personal Finance Advisor advising Desjardins members and clients on investments, loans, insurance, and financial strategies. Hybrid role focused on trusted relationships and community outreach.
About the role
- Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized service, financial solutions, and business development support.
Responsibilities
- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Take charge of members’ and clients’ immediate needs by offering simple and rapid solutions for investment, financing and protection
- Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
- Provide significant business development support
- Assist members and clients and provide excellent customer service
- Create offers for routine transactions
- Help sell products and services based on members’ and clients’ needs and current strategies and practices
- Handle client requests, perform tasks and research as needed, and recommend appropriate solutions
- Help colleagues manage their agendas and emails
- Recommend solutions that meet members’ and clients’ needs and expectations
- Help members and clients choose and use tools and channels based on their desired independence and automation
- Seize business opportunities and participate in sales development initiatives
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Understanding of financial documents used in asset management
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
- Knowledge of integrating financial data into systems
- Knowledge of compliance with An Act respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to investment and financing activities
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of operating procedures related to opening accounts, the selling of additional products and services
- Knowledge of Desjardins business processes, including sales, solicitation and negotiation
- Knowledge of service standards
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Financial Services Associate advising Meridian Credit Union members on banking, credit, and investments. Managing portfolios, growing relationships, and driving sales through Contact Centre channels.
Oracle Cloud Financials consultant delivering ERP implementations for Huron, a global consultancy. Designing solutions, configuring systems, testing integrations, and supporting clients.
EC
Critical minerals investment leader structuring and executing mining, infrastructure, and financing transactions for EDC’s $2 billion Canadian accelerator fund. Mobilizing private capital across Canada’s critical minerals value chain.
Finance Partner advising University of Alberta leaders on strategic financial planning, budgeting, reporting, and risk management. Supporting faculties and service units through financial analysis and process improvements.
Finance Partner advising University of Alberta leaders on strategic financial planning, budgeting, and reporting. Delivering financial analysis, forecasts, and process improvements across academic and service units.
Finance Specialist overseeing bookkeeping, reconciliations, ERP interfaces, and closing activities. Supporting ILSC Education Group’s global language and vocational training operations.
Director of Finance leading accounting, reporting, compliance, and strategic finance for Multiview’s North American ERP software business. Managing multi - entity operations, budgets, audits, and finance automation.
Financial Performance Advisor supporting FP&A reporting, variance analysis, and expense forecasting at iA Financial Group. Partnering with Canadian and U.S. stakeholders to improve financial decision - making.
FP&A Manager leading budgeting, forecasting, reporting, and financial modeling for People Corporation, a provider of benefits, retirement, wealth, wellness, and HR solutions. Partnering with P&C leaders on business decisions and growth.