Personal Finance Advisor

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

Benefits offered by this job

Salary + Bonus

Flexible vacation

Pension plan

Group insurance

Wellness reimbursement

Job summary

Desjardins in Acton Vale, QC seeks a Personal Finance Advisor to build lasting relationships with members and clients, listening to their needs and offering tailored financial solutions. You will advise on investments, loans and insurance, and work with partners to design integrated strategies.

Fluency in French and at least two years of experience are required. You will join a team dedicated to responsible financial services, with a defined benefit pension, insurance, telework options and a

Qualifications

• College diploma in a related field
• Two years of relevant experience minimum
• Mutual fund representative certificate - Autorité des marchés financiers
• Knowledge of French is required
• Knowledge of current financial, economic, political and legislative events
• Understanding of financial products and services and Desjardins networks
• Knowledge of integration of financial data into computer systems
• Knowledge of debt management
• Compliance with legislation for financial products distribution
• Understanding of cooperative financial services philosophy
• Knowledge of Desjardins processes and service standards
• Available to work five days per week, including one evening per week

Responsibilities

• Advise members and clients on the best strategies and identify expected results.
• Manage relationships, assess satisfaction and identify areas of improvement.
• Stay up-to-date on industry trends and best practices.
• Participate in outreach activities and represent the caisse in the community.

Skills

French language proficiency

Interpersonal Savvy

Education

College diploma in a related field (Quebec equivalence)

Tools

Desjardins systems knowledge

Job description

Required

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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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
• Benefits apply based on eligibility criteria.

What You Bring To The Table

• College diploma in a related field
• A minimum of two years 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
• 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 the integration of financial data into computer systems
• 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
• Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes
• Knowledge of service standards
• Knowledge of the techniques used to assess and monitor individual financing applications
• Available to work five days per week, including one evening per week

Drive results, Interpersonal Savvy

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)