Personal Finance Advisor

Desjardins; Lasalle; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness;

Telework equipment provided

Benefits apply based on eligibility

Job summary

Desjardins in Lasalle, QC is seeking a Personal Finance Advisor to build lasting relationships with members and clients, understand their financial goals, and tailor advice on investments, loans, and insurance.

You will work with individual and business clients, stay informed on market trends, participate in community outreach, and collaborate with partners to design integrated strategies that meet diverse needs.

Qualifications

• Bachelor's degree in a related field and at least 1 year of relevant experience.
• Mutual fund representative certificate is required.
• Knowledge of French is required; advanced English due to duties/tools.

Responsibilities

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

Skills

Action oriented

Customer focus

Differences

Drive results

Interpersonal Savvy

Nimble learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

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 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

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 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
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

• 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)

CAISSE DESJARDINS DE LASALLE (30422 / CONV_COL_00062) (2019-03-01 - )

Job Family

Member/client sales and service (FG)

This position is actually vacant.