Personal Finance Advisor

Desjardins Group; Fossambault-sur-le-Lac; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins Group is seeking a personal finance advisor to develop and maintain strong relationships with members and clients, listening to needs and advising on suitable financial solutions. You will collaborate with colleagues to balance client satisfaction, profitability, and prudent risk management.

You will advise on investments, loans, and insurance products, while staying informed on industry trends and Desjardins offerings. French language skills are required.

Qualifications

• Bachelor's degree in a related field is required.
• Knowledge of French is required.
• Knowledge of financial products and services offered by Desjardins is expected.
• Experience with debt management and compliance concepts is preferred.

Responsibilities

• Advise members/clients on best strategies and expected results.
• Manage business relationships and assess satisfaction and service quality.
• Stay up-to-date on financial services industry and market trends.
• Participate in outreach activities and represent the caisse in the community.

Skills

Client advisory

Relationship management

Interpersonal savvy

French language

Knowledge of financial products

Risk awareness

Education

Bachelor's degree in a related field

Job description

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 mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. 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

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• 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 debt management
• Knowledge and notions of compliance with legislation respecting the distribution of financial products and services
• Knowledge 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 Desjardins business processes
• Knowledge of Service standards
• Knowledge of techniques used to assess and monitor individual financing applications

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

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.