Personal Finance Advisor

Desjardins Group; Lévis; On-site; CAD 45,000 - 75,000; Full time

Job summary

Une entreprise avant-gardiste recherche un conseiller en finances personnelles pour établir des relations de confiance avec les membres et clients. Ce rôle clé implique d'écouter les besoins financiers des clients et de leur proposer des solutions adaptées. Vous serez responsable de la gestion des relations d'affaires, de l'évaluation de la satisfaction des clients et de la participation à des activités de sensibilisation communautaire. Avec un salaire compétitif, des vacances flexibles et un plan de pension à prestations déterminées, cette opportunité est idéale pour ceux qui souhaitent faire une différence dans la vie des clients tout en évoluant dans un environnement inclusif et respectueux.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Plan de pension à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Minimum d'un an d'expérience pertinente dans le secteur financier.
• Connaissance des tendances du marché et des meilleures pratiques.

Responsibilities

• Conseiller les membres et clients sur les meilleures stratégies financières.
• Gérer les relations d'affaires et évaluer la satisfaction des clients.

Skills

Gestion des relations

Connaissance des produits financiers

Analyse de la satisfaction des membres

Gestion de la dette

Connaissance du français

Education

Diplôme de baccalauréat dans un domaine connexe

Certificat de représentant de fonds communs

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:

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. Bachelor's degree in a related field
2. A minimum of one year of relevant experience
3. Please note that other combinations of qualifications and relevant experience may be considered
4. Mutual fund representative certificate – Autorité des marchés financiers
5. Knowledge of French is required
6. Knowledge of current financial, economic, political and legislative events
7. 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
8. Debt management
9. Notions of compliance with legislation respecting the distribution of financial products and services
10. Understanding of the philosophy and fundamentals of financial services cooperatives
11. Policies, legislation and standards related to products and services offered by the caisse
12. Desjardins business processes
13. Service standards
14. Techniques used to assess and monitor individual financing applications

Trade Union (If applicable)

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!

Job Family: Member/client sales and service (FG)

Unposting Date: 2025-04-15