Personal Finance Advisor

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

Job summary

Une entreprise de services financiers dynamique recherche un conseiller en finances personnelles pour établir des relations durables avec les membres et clients. Dans ce rôle, vous écouterez les besoins des clients et leur fournirez des conseils adaptés à leur situation financière. Vous recommanderez des investissements, des prêts et des produits d'assurance, tout en équilibrant la satisfaction des clients et les objectifs commerciaux. Rejoignez une équipe qui valorise l'équité, la diversité et l'inclusion, et qui s'engage à offrir un environnement de travail positif et respectueux. Si vous êtes passionné par le service à la clientèle et souhaitez faire une différence, cette opportunité est faite pour vous.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Un minimum d'un an d'expérience pertinente est requis.
• Connaissance du français est nécessaire.

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

Gestion de la dette

Connaissance des produits financiers

Évaluation de la satisfaction des membres

Education

Baccalauréat dans un domaine connexe

Certificat de représentant de 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.

Responsibilities

• 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

• 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
• Debt management
• Notions of compliance with legislation respecting the distribution of financial products and services
• Techniques used to assess and monitor individual financing applications
• Available 5 days a week including one evening.

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!