On-Site Personal Finance Advisor: Trusted Guidance

Desjardins Group; Sept-Îles; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation (4 weeks)

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse-

Telework equipment

Job summary

Desjardins Group in Sept-Îles is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listen to needs, and offer tailored financial guidance to help reach their goals. You will serve individuals and businesses, balancing client satisfaction with profitability and prudent risk management.

You will advise on investments, loans and insurance products, collaborate with specialists to design integrated solutions, and participate in community outreach to

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• 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.

Skills

Interpersonal Savvy

Customer Focus

Drive Results

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins Group in Sept-Îles is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listen to needs, and offer tailored financial guidance to help reach their goals. You will serve individuals and businesses, balancing client satisfaction with profitability and prudent risk management.

You will advise on investments, loans and insurance products, collaborate with specialists to design integrated solutions, and participate in community outreach to