Personal Finance Advisor

Desjardins; Saguenay; On-site; CAD 50,000 - 90,000; Full time

Job summary

Une entreprise avant-gardiste recherche un conseiller en finances personnelles passionné par l'établissement de relations durables avec les clients. Ce rôle essentiel vous permettra de guider les membres dans leurs décisions financières, en offrant des conseils adaptés à leurs besoins. Vous serez au cœur de l'interaction avec les clients, en recommandant des produits d'investissement et d'assurance tout en assurant leur satisfaction. En participant à des activités communautaires, vous représenterez les valeurs d'équité et d'inclusion de l'entreprise. Si vous êtes motivé par le service client et souhaitez faire une différence, cette opportunité est faite pour vous.

Benefits

Salaire compétitif et bonus annuel

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant la télémedecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Minimum d'un an d'expérience pertinente dans le domaine financier.
• Connaissance du français est requise.

Responsibilities

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

Skills

Orientation vers l'action

Orientation client

Capacité à apprendre rapidement

Sens de l'interpersonnel

Capacité à obtenir des résultats

Education

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.

Required

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.
6. 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.

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

Trade Union (If applicable)
Caisses et Centres du SLSJ - CSN (00029) (2012-03-23 - )

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
2025-04-10