Personal Finance Advisor

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

Job summary

Une entreprise de services financiers de premier plan recherche un conseiller en finances personnelles pour établir des relations de confiance avec les membres et les clients. Dans ce rôle, vous serez responsable d'écouter les besoins financiers des clients, de leur fournir des conseils adaptés et de les aider à atteindre leurs objectifs financiers. Vous travaillerez en étroite collaboration avec une clientèle variée, en mettant l'accent sur la satisfaction du client tout en atteignant les objectifs commerciaux. Avec un environnement dynamique et des opportunités de croissance, ce poste offre un excellent équilibre entre travail et vie personnelle avec des avantages compétitifs.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de retraite à prestations définies

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Minimum de deux ans d'expérience pertinente dans le domaine financier.
• Certificat de représentant de fonds communs de placement requis.

Responsibilities

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

Skills

Orientation client

Compétences interpersonnelles

Gestion des relations d'affaires

Connaissance des fonds communs de placement

Apprentissage agile

Education

Diplôme collégial dans un domaine connexe

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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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

• College diploma in a related field
• A minimum of two years 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

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