Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
About the role
- Personal Finance Advisor helping Desjardins members achieve financial goals through investments, loans, and insurance. Building client relationships and recommending integrated financial solutions.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and provide advice suited to their financial situations
- Help members and clients choose appropriate solutions to meet their financial goals
- Recommend investments, loans and insurance products
- Serve as a financing expert advisor and resource person for the caisse
- Balance member/client satisfaction, business objectives, profitability, and sound and prudent risk management
- Work with partners and experts to design integrated strategies for members and clients
- Advise members and clients on strategies and identify expected results
- Manage business relationships and assess member/client satisfaction and service quality
- Follow up and identify areas for improvement
- Stay current on financial services industry developments, market trends, and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
- College diploma in a related field
- A minimum of two 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
- Advanced proficiency of English is required due to the nature of the duties, work tools, or interactions with English-speaking partners, members and/or clients
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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