Personal Finance Advisor helping Desjardins members and clients in Rimouski choose financial solutions. Managing relationships and recommending investments, loans, and insurance products.
About the role
- Personal Finance Advisor advising Desjardins members and businesses on investments, loans, insurance, and financial strategies. Building trusted relationships and representing the caisse in Rimouski.
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 situation
- Help members and clients choose appropriate solutions to meet their financial goals
- Advise on financial 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
- Recommend investments, loans and insurance products
- Balance member/client satisfaction, business objectives, profitability and prudent risk management
- Work with partners and experts to design integrated strategies
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
- Ability to advise on investments, loans and insurance products
- Knowledge of financial services industry, market trends and best practices
- 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
- Accommodations at any stage in the recruitment process
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
A(
Financial Analyst supporting AIMCo’s CAD $10B private investment portfolio through transaction processing, cash management, reconciliations, and reporting. Driving operational improvements and automation across loan operations.
Financial education specialist guiding Canadian group - retirement - plan members at Manulife. Handling service inquiries, compliance records, and referrals to Wealth & Retirement advisors.
Client financial services agent supporting Desjardins members and advisors. Providing personalized financial solutions, customer service, and business development across investment, financing, and protection products.
Personal Finance Advisor advising Desjardins members and businesses on investments, loans, insurance, and integrated financial strategies. Building trusted relationships and supporting community outreach.
Client financial services agent supporting Desjardins members and advisors with investment, financing, protection, and banking solutions. Providing personalized service and business development support in Saint - Anselme.
Senior Financial Analyst driving FP&A, forecasting, and executive reporting for Upstart’s AI lending marketplace. Supporting financial decisions across its Unsecured Lending organization.
Rating Analyst analyzing infrastructure and project finance credit risks for S&P Global Ratings. Building models, dashboards, and research supporting independent credit opinions.
VMO Financial Analyst monitoring IT contract timelines, SLAs, incidents, and usage for Deloitte Technology. Supporting sourcing stakeholders and optimizing global hardware and software value.
CFO shaping financial strategy, capital optimization, and M&A growth for a Canadian mutual insurance group. Building scalable finance infrastructure and leading enterprise performance.