Personal Finance Advisor

Caisse Desjardins des Grands boulevards de Laval; Laval; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Salary & bonus

Flexible vacation

Pension plan

Group insurance

Wellness & telework

Job summary

Desjardins seeks a Personal Finance Advisor to build lasting relationships with members and clients, understand their financial needs, and propose suitable investment, loan and insurance solutions. You will balance client satisfaction with business goals while managing risk.

You will work with partners to design integrated strategies for individuals and businesses, and participate in community outreach to strengthen Desjardins’ presence. Bilingual French knowledge is required.

Qualifications

• Bachelor's degree in a related field is required.
• Mutual fund representative certificate – Autorité des marchés financiers is required.
• Knowledge of French is required.
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.

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

Interpersonal Savvy

Drive results

Customer Focus

Action oriented

Nimble learning

Education

Bachelor's degree

Mutual fund certificate

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.

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

Benefits

• 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

Requirements

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Diversity & Inclusion

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.

We can provide accommodations at any stage in the recruitment process.

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.