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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.
About the role
- Personal finance advisor helping Desjardins members and clients secure tailored financing and financial solutions. Managing relationships, recommending loans and insurance, and authorizing credit.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer advice suited to their financial situation, and help them choose appropriate solutions to meet financial goals
- Provide financing solutions for affluent individuals and businesses
- Recommend loans and insurance products
- Serve as a financing expert advisor and resource person
- Apply cross-sector strategies to financing and authorize credit according to established rules
- Balance member/client satisfaction, business objectives, profitability, and prudent risk management
- Work with partners and experts to design integrated strategies meeting member and client needs
- Advise members and clients on the best strategies and identify expected results
- Manage business relationships, assess satisfaction and service quality, follow up, and identify improvement areas
- Stay current on financial services industry developments, market trends, and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
- 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 – Autorité des marchés financiers
- Knowledge of French is required
- Drive results
- Interpersonal Savvy
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
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