Consultant en planification financière chez Sun Life, assureur aidant ses clients à atteindre leur sécurité financière. Formant les conseillers et développant des stratégies de retraite, fiscalité, risques et succession.
About the role
- Personal Finance Advisor at Caisse Desjardins Ontario advising clients on financial strategies and solutions. Engaging with community outreach and maintaining business relationships.
Responsibilities
- Advise members and clients on the best strategies and determine target outcomes.
- Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
- Stay on top of financial services industry news, market trends and best practices in your field.
- Participate in outreach activities and be present in the community.
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Strong communication skills in both French and English, both oral and written 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 the latest financial, economic, policy and legislative developments
- Knowledge of products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks, and products and services offered by competitors
- Knowledge of debt management practices
- Knowledge of legislative compliance requirements for the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards governing products and services offered by Desjardins Ontario Credit Union
- Knowledge of techniques used to assess and monitor individual financing applications.
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
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