Personal Finance Advisor

Desjardins; Sainte-Julie; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Personal Finance Advisor to foster lasting relationships with clients. In this dynamic role, you will offer tailored financial advice, helping clients navigate their financial goals while ensuring satisfaction and compliance with industry standards. This position emphasizes interpersonal skills and financial expertise, making it ideal for those passionate about client service in the financial sector. Join a forward-thinking organization that values diversity and inclusion, and take the next step in your career while making a positive impact in your community.

Benefits

Competitive Salary

Annual Bonus

4 Weeks of Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Health and Wellness Expense Reimbursement

Telework Equipment Reimbursement

Qualifications

• Minimum one year of relevant experience in finance or advisory roles.
• Knowledge of financial services cooperatives and related policies.

Responsibilities

• Advise clients on financial strategies and products.
• Manage relationships and assess client satisfaction.

Skills

Interpersonal Skills

Financial Advisory

Client Relationship Management

Knowledge of Financial Services

French Language

Education

Bachelor's Degree in a Related Field

Mutual Fund Representative Certificate

Job description

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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

• 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

• 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
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Policies, legislation and standards related to products and services offered by the caisse
• Techniques used to assess and monitor individual financing applications
• Available for travel within the territory of Caisse Desjardins Des Patriotes
• Available 5 days a week, including one evening of work

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. 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.