Personal Finance Advisor

Desjardins Group; Magog; On-site; CAD 50,000 - 80,000; Full time

Job summary

Une entreprise innovante recherche un conseiller en finances personnelles passionné pour établir des relations durables avec les clients. Dans ce rôle, vous serez responsable d'écouter les besoins des membres, de fournir des conseils adaptés à leur situation financière et de les aider à atteindre leurs objectifs. Vous travaillerez en étroite collaboration avec une clientèle diversifiée, y compris des particuliers et des entreprises. Ce poste offre un environnement dynamique où vos compétences interpersonnelles et votre expertise en matière de produits financiers seront essentielles pour réussir. Si vous êtes motivé par le service à la clientèle et que vous souhaitez faire une différence, cette opportunité est faite pour vous.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant télémedecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Un minimum d'un an d'expérience pertinente est requis.
• Connaissance du français est nécessaire.

Responsibilities

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

Skills

Relationnel

Gestion de la satisfaction client

Connaissance des produits financiers

Gestion de la dette

Education

Diplôme de baccalauréat dans un domaine connexe

Certificat de représentant en fonds communs

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 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