Personal Finance Advisor, Assigned Clientele

Desjardins; Rimouski; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting—

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Benefits apply based on eligibility

Job summary

Desjardins is hiring a Personal Finance Advisor in Rimouski, Quebec. You will develop and maintain lasting relationships with members and clients, understand their needs, and advise on financing and investment options to meet financial goals.

You will balance client satisfaction with business objectives, collaborate with partners, and apply cross-sector financing strategies, while ensuring prudent risk management and compliance with rules.

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – AMF.
• Knowledge of French is required.

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.

Skills

Action oriented

Customer focus

Drive results

Interpersonal savvy

Nimble learning

Equity and inclusion

Education

Bachelor's degree in a related field

Mutual fund certificate – AMF

Job description

Role Responsibilities

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 provide financing solutions for affluent individuals and businesses. Interpersonal savvy is therefore essential. You drive results by recommending loans and insurance products. You serve as a financing expert advisor and resource person. You ensure that cross-sector strategies are applied to financing and authorize credit in accordance with established rules. 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:

• 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 we bring to the table

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers

Knowledge of French is required

• Action oriented
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning
• Equity, Diversity, Inclusion and Accessibility

Equity, Diversity, Inclusion and Accessibility

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!

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.