Onsite Client-Focused Finance Advisor: Investments & Planning

Relevance; Saguenay; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance with telemedicine

Health and wellness reimbursements +, 

Telework equipment reimbursement

Job summary

Desjardins is seeking a Personal Finance Advisor to develop lasting relationships with members and clients, listening to needs and offering tailored financial solutions. You will drive results by recommending investments, loans and insurance products while balancing client satisfaction with profitability and prudent risk management.

The role focuses on servicing a client base of youth and individuals, with on-site collaboration and opportunities to engage with community partners.

Qualifications

• College diploma in a related field.
• Minimum of two years 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

Client relations

Interpersonal savvy

Listening

Financial product knowledge

Education

College diploma in a related field

Job description

Desjardins is seeking a Personal Finance Advisor to develop lasting relationships with members and clients, listening to needs and offering tailored financial solutions. You will drive results by recommending investments, loans and insurance products while balancing client satisfaction with profitability and prudent risk management.

The role focuses on servicing a client base of youth and individuals, with on-site collaboration and opportunities to engage with community partners.