Personal Finance Advisor

Desjardins Group; Baie-Comeau; On-site; CAD 50,000 - 90,000; Full time

Job summary

Une entreprise innovante recherche un conseiller en finances personnelles passionné par l'établissement de relations durables avec les clients. Dans ce rôle, vous aurez l'opportunité d'écouter les besoins des membres, de leur offrir des conseils adaptés et de les aider à atteindre leurs objectifs financiers. En travaillant en étroite collaboration avec une clientèle variée, vous utiliserez votre expertise pour équilibrer la satisfaction des clients et les objectifs commerciaux. Rejoignez une équipe dynamique et contribuez à façonner l'avenir financier de vos clients tout en bénéficiant d'un environnement de travail enrichissant et de nombreux avantages.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Minimum de deux ans d'expérience pertinente dans le domaine financier.
• Connaissance du français requise pour interagir avec les clients.

Responsibilities

• Développer et maintenir des relations d'affaires de confiance avec les membres.
• Conseiller sur les meilleures stratégies financières et suivre la satisfaction des clients.

Skills

Conseil financier

Gestion des relations clients

Analyse des besoins

Connaissance des produits d'investissement

Compétences interpersonnelles

Education

Diplôme collégial dans un domaine connexe

Job description

The work mode arrangement for the position is full-time on site.

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:

1. Advise members and clients on the best strategies and work with them to identify expected results.
2. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
3. Stay up-to-date on the financial services industry, market trends and best practices in your field.
4. Participate in outreach activities and represent the caisse in the community.

What we offer*

1. Competitive salary and annual bonus
2. 4 weeks of flexible vacation starting in the first year
3. Defined benefit pension plan that provides predictable, stable income throughout retirement
4. Group insurance including telemedicine
5. Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

1. College diploma in a related field
2. A minimum of two years of relevant experience
3. Please note that other combinations of qualifications and relevant experience may be considered
4. Knowledge of French is required

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