Strategic Personal Finance Advisor – Hybrid

Relevance; Windsor; Hybride; CAD 60 000 - 85 000; Plein temps

Avantages offerts par ce poste

Annual bonus

Flexible vacation

Pension plan

Group insurance incl. telemedicine

Wellness expense reimbursement

Telework equipment

Résumé du poste

Desjardins is seeking a Personal Finance Advisor to build lasting client relationships, assess needs, and offer suitable financial solutions. You will work with individuals and businesses to balance client satisfaction with profitability and prudent risk management.

You will collaborate with partners to design integrated strategies that meet member needs while promoting Desjardins’ products and services, including investments, loans and insurance, with a strong emphasis on client trust and

Qualifications

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

Responsabilités

• 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.

Connaissances

Interpersonal Savvy

Drive results

Customer Focus

Nimble learning

Action oriented

Differences

Formation

Bachelor's degree in a related field

Mutual fund representative certificate - Autorité des marchés financiers

Description du poste

Desjardins is seeking a Personal Finance Advisor to build lasting client relationships, assess needs, and offer suitable financial solutions. You will work with individuals and businesses to balance client satisfaction with profitability and prudent risk management.

You will collaborate with partners to design integrated strategies that meet member needs while promoting Desjardins’ products and services, including investments, loans and insurance, with a strong emphasis on client trust and