Conseiller ou conseillère, Finances personnelles

Desjardins; Sainte-Anne-de-la-Pérade; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial cooperative in Quebec is seeking a personal finance advisor to develop lasting relationships with clients. You will provide tailored advice, manage satisfaction, and stay updated on market trends. The ideal candidate has a bachelor's degree, relevant experience, and proficiency in French. This role offers a competitive salary, annual bonus, and flexible vacation options.

Benefits

Competitive salary

Annual bonus

Defined benefit pension plan

Group insurance

Reimbursement of health and wellness expenses

Flexible vacation

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Understanding of financial services compliance and standards.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess client satisfaction.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal Savvy

Customer Focus

Drive Results

Nimble Learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member / client satisfaction, business objectives, profitability and sound and prudent risk management.You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to :

Advise members and clients on the best strategies and work with them to identify expected results

Manage business relationships, 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 in your field

Participate in outreach activities and represent the caisse in the community

What we offer

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

What you bring to the table

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

Knowledge of current financial, economic, political and legislative events

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

Debt management

Notions of compliance with legislation respecting the distribution of financial products and services

Understanding of the philosophy and fundamentals of financial services cooperatives

Policies, legislation and standards related to products and services offered by the caisse

Desjardins business processes

Service standards

Techniques used to assess and monitor individual financing applications

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#LI-Hybrid

Trade Union (If applicable)