Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing client satisfaction, profitability, and prudent risk management.
About the role
- Personal Finance Advisor developing and maintaining relationships with clients to meet their financial goals. Advising on financial strategies and collaborating with partners for integrated solutions.
Responsibilities
- Developing and maintaining lasting and trusting business relationships with members and clients
- Advising members and clients on the best strategies and working with them to identify expected results
- Managing business relationships, assessing member/client satisfaction and service quality, following up and identifying areas for improvement
- Staying up-to-date on the financial services industry, market trends and best practices in your field
- Participating in outreach activities and representing the caisse in the community
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
- Knowledge of the integration of financial data into computer systems
- Knowledge of debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards related to products and services offered by the caisse
- Knowledge of operating procedures pertaining to investment and financing activities
- Desjardins business processes
- Knowledge of service standards
- Knowledge of the 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 and telework equipment
Job title
Job type
Experience level
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Personal Finance Advisor helping Desjardins members achieve financial goals through investments, loans, and insurance. Building client relationships and recommending integrated financial solutions.
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