Personal Finance Advisor

Desjardins Group; Quebec; 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 membres et clients. Dans ce rôle, vous écouterez leurs besoins financiers, leur fournirez des conseils adaptés et les aiderez à choisir des solutions pour atteindre leurs objectifs. Vous collaborerez avec divers partenaires pour concevoir des stratégies intégrées, tout en équilibrant la satisfaction des clients et les objectifs commerciaux. Ce poste offre un environnement dynamique où votre expertise en finance sera mise à profit pour faire une réelle différence dans la vie des clients. Si vous êtes motivé par le service à la clientèle et la finance, rejoignez cette équipe engagée.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des frais de santé et de bien-être

Qualifications

• Minimum d'un an d'expérience pertinente dans le secteur financier.
• Certificat de représentant en 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

Gestion des relations interpersonnelles

Connaissance des produits financiers

Gestion de la dette

Connaissance du marché financier

Compétences en communication

Education

Baccalauréat dans un domaine connexe

Tools

Logiciels de gestion financière

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

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

• 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.

Minimum Requirements

• 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.
• Knowledge of current financial, economic, political, and legislative events.
• Understanding of products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors.
• Debt management.
• Notions of compliance with legislation respecting the distribution of financial products and services.
• Understanding of the philosophy and fundamentals of financial services cooperatives.
• Policies, legislation, and standards related to products and services offered by the caisse.
• Desjardins business processes.
• Service standards.
• Techniques used to assess and monitor individual financing applications.

#LI-Hybrid

Trade Union (If applicable)

CAISSE DE L'ÉDUCATION (92204 / Conv_Col_00107) (2018-12-07 - )

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

2025-02-11