Personal finance advisor
Job Overview
- Company Name Desjardins
- Job Start Date Sun, 16 Jan 2022 05:27:09 GMT
- Job Type Full Time - Permanent
- Job Source Careerjet
Job title: Personal finance advisor
Job description: Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
Job Level NV-06
As a personal finance advisor, you help develop and maintain 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. In support of your advisor colleagues, you handle the financing and insurance needs of members and clients. You seize opportunities by providing members and clients with advice and support to optimize how available new technologies and different distribution channels are used, while protecting their interests and keeping them happy. Interpersonal savvy is therefore essential.
You drive results by recommending and selling 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.
General Information on the Position
Caisse Desjardins Ontario Credit Union Inc. serves 130,000 active members, primarily in the personal, commercial, real estate and agricultural sectors, from 51 branches with close to 680 employees. Its business volume exceeds $17.7 billion, with assets of more than $9 billion, including more than $4.9 billion in individual loans and more than $3.1 billion in business loans. The caisse’s balance sheet savings total is more than $5.8 billion.
Main responsibilities
Help members and clients set goals and advise them on the best strategies.
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 be present in the community
Other working conditions
Work place : The work arrangement for the position is hybrid work #LI-Hybrid
Travel : The person may be required to travel from one point of service to another within a 15 KM radius
Number of job available : 1
Qualifications
College diploma in a related field
A minimum of three years of relevant experience
Bachelor’s degree in business administration or related field (an asset)
Please note that other combinaisons of qualifications and relevant experience may be considered
Hold the Ontario Securities Commission’s REC licence
For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
Knowledge of current financial, economic, political and legislative events
All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Debt management
Notions of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Policies, legislation and standards related to products and services offered by the caisse
Desjardins business processes
Service standards
Techniques used to assess and monitor individual financing applications
Strategy recommendation and analysis applications
Desjardins applications
Caisse intranet portal
Sales and client management reports
Insurance products (financing and savings)
Savings and investment products
Consumer and mortgage financing products
Convenience products and services
Youth products
Estate settlement
Good communication skills in French and English, both oral and written
Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Work Location 1545, rue Laurier Rockland (MT)
Trade Union Non Syndiqué
Unposting Date 2022-01-28
Job Family Member/client sales and service (FG)
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