Conseiller ou conseillère, Finances personnelles

Desjardins; Sherbrooke; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading financial institution is seeking a personal finance advisor to build lasting client relationships and provide expert financial solutions. The role involves advising affluent individuals and businesses, ensuring member satisfaction, and applying cross-sector strategies. A Bachelor's degree and knowledge of French are required, alongside one year of relevant experience. Competitive salary, bonuses, and generous perks like flexible vacation and a defined benefit pension plan are offered.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

Qualifications

• A minimum of one year of relevant experience required.
• Knowledge of French is mandatory.
• Expertise in financial services and products needed.

Responsibilities

• Develop and maintain business relationships with clients.
• Advise on financial strategies and products.
• Stay updated on market trends and best practices.

Skills

Customer Focus

Interpersonal Savvy

Action Oriented

Drive Results

Nimble Learning

Education

Bachelor's degree in a related field

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 provide financing solutions for affluent individuals and businesses. Interpersonal savvy is therefore essential. You drive results by recommending loans and insurance products. You serve as a financing expert advisor and resource person. You ensure that cross-sector strategies are applied to financing and authorize credit in accordance with established rules. 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

Knowledge of French is required

Knowledge of current financial, economic, political and legislative events

Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)

Knowledge of tax, financial and succession issues for individuals and business owners

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 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 Desjardins business processes

Knowledge of service standards

Knowledge of techniques used to assess and monitor individual financing applications

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