Personal Finance Advisor

desjardins; France; Sur place; EUR 37 000 - 56 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness/"

Résumé du poste

Desjardins is seeking a Personal Finance Advisor to develop and maintain lasting relationships with members and clients, listening to needs and offering tailored financial solutions. You will advise on investments, loans and insurance to help clients reach their goals, while balancing client satisfaction with profitability and prudent risk management.

The role involves working with a client base of young people and individuals, and requires strong interpersonal skills, travel to service centres,

Qualifications

• Bachelor's degree in a related field.
• At least 1 year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Willingness to travel to service centres in Senneterre, Lebel-sur-Quévillon, and Val-d'Or.

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

Client relationship management

Interpersonal Savvy

Active listening

Advising investments/loans/insurance

Travel flexibility

Formation

Bachelor's degree

Mutual fund representative certificate – Autorité des marchés financiers

Description du poste

The work mode arrangement for the position is full-time on site.

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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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.

#LI-Onsite

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
• Available to travel to the service centres in Senneterre, Lebel-sur-Quévillon, and Val-d'Or

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Trade Union (If applicable)

CAISSE DE L'EST DE L'ABITIBI (80001 / Conv_Col_00050) (2015-07-27 - )

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)