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:
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Advise members and clients on the best strategies and work with them to identify expected results
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Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
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Stay up-to-date on the financial services industry, market trends and best practices in your field
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Participate in outreach activities and represent the caisse in the community
What we offer*
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Competitive salary and annual bonus
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4 weeks of flexible vacation starting in the first year
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Defined benefit pension plan that provides predictable, stable income throughout retirement
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Group insurance including telemedicine
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Reimbursement of health and wellness expenses and telework equipment
* Benefits apply based on eligibility criteria.
What you bring to the table
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Bachelor's degree in a related field
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A minimum of one year of relevant experience
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Please note that other combinations of qualifications and relevant experience may be considered
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Mutual fund representative certificate – Autorité des marchés financiers
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Knowledge of French is required
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Knowledge of current financial, economic, political and legislative events
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Notions of compliance with legislation respecting the distribution of financial products and services
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Techniques used to assess and monitor individual financing applications
Drive results, Interpersonal Savvy
#LI-Hybrid
Trade Union
Non-unionized
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)
Unposting Date
2024-12-3
What We Do
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News
