Finance executive scaling systems, cash flow, and profitability for Hadley Designs’ screen - free learning products. Leading financial strategy, automation, budgeting, and forecasting for growth toward $100M.
About the role
- Personal Finance Advisor advising Desjardins members and businesses on investments, loans, and insurance. Building trusted relationships and integrated financial strategies in Mashteuiatsh.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and offer advice suited to their financial situation
- Help members and clients choose appropriate solutions to meet their financial goals
- Work with individual members and businesses
- Recommend investments, loans and insurance products
- Balance member/client satisfaction, business objectives, profitability, and sound and prudent risk management
- Work with partners and experts to design integrated strategies
- 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 up-to-date on the financial services industry, 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
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
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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Investment and financing advisor serving Desjardins members with tailored investment, financing, and insurance solutions. Supporting financial health through relationship management and quality service.
Investment and financing advisor serving Desjardins members with tailored financial solutions. Managing relationships and offering investment, financing, and insurance products.