Conseiller ou conseillère, Finances personnelles, Mobile

Desjardins; Drummondville; On-site; CAD 50,000 - 75,000; Full time

Job summary

Desjardins is seeking a Personal Finance Advisor in Drummondville to cultivate business relationships with clients and advise them on financial strategies. The position requires at least two years of relevant experience along with proficiency in French and English. Successful candidates will enjoy a competitive salary, flexible vacation, a defined benefit pension plan, and group insurance, while also having the opportunity for community engagement.

Benefits

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Reimbursement for telework equipment

Qualifications

• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Advanced knowledge of English and a third language is preferred.

Responsibilities

• Advise members and clients on financial strategies and manage their needs.
• Provide tailored service while ensuring client satisfaction.
• Participate in outreach activities and represent the organization in the community.

Skills

Interpersonal skills

Client relationship management

Education

College diploma in a related field

Job description

As a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by reviewing special requests and promoting and selling specialized products and services that meet client needs. You ensure member / client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member / client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization and help negotiate agreements with clients. Interpersonal savvy is therefore essential. 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

College diploma in a related field

A minimum of two years of relevant experience

Knowledge of French is required

Advanced knowledge of Englishdue to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and / or clients.

Advanced knowledge in a third language (Arabic, Russian, Creole, Portuguese, or Mandarin) due to the nature of the duties or work tools or because the position involves interactions with Spanish-speaking partners, members and / or clients.

Available for frequent travel in the Eastern Quebec regions (Capitale-Nationale, Charlevoix, Saguenay, Gaspesie)

Must have a valid driver's licence and access to a vehicle

Available to work from Monday to Friday, including evenings and weekends, at representation events.