Personal Finance Advisor

Desjardins Group; Saint-Pascal; On-site; CAD 50,000 - 90,000; Full time

Job summary

Une entreprise de services financiers dynamique recherche un conseiller en finances personnelles passionné par l'établissement de relations solides 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 utilisant votre expertise pour équilibrer la satisfaction des membres et les objectifs commerciaux. Rejoignez une équipe qui valorise l'équité, la diversité et l'inclusion, et qui vous offre un environnement de travail positif et stimulant.

Benefits

Salaire compétitif et bonus annuel

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

Équipement pour le télétravail

Qualifications

• Baccalauréat requis et un an d'expérience pertinente.
• Certificat de représentant en fonds communs exigé.

Responsibilities

• Conseiller les membres sur les meilleures stratégies financières.
• Gérer les relations d'affaires et évaluer la satisfaction des clients.
• Participer à des activités de sensibilisation dans la communauté.

Skills

Conseil financier

Gestion des relations d'affaires

Satisfaction des membres

Connaissance des produits financiers

Gestion de la dette

Connaissance des événements économiques

Compétences interpersonnelles

Education

Baccalauréat dans un domaine connexe

Certificat de représentant en 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

Interpersonal Savvy, Nimble learning

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

2025-06-21