Personal Finance Advisor

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-07

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.

General Information on the Position

Other working conditions

Workplace: The work arrangement for the position is hybrid work

Number of job available : 1

Qualifications

Bachelor’s degree

A minimum of 1 year of relevant experience

Please note that other combinaisons of qualifications and relevant experience may be considered

Hold a mutual fund representative certificate – Autorité des marchés financiers

For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job Drive results, Interpersonal Savvy

Work Location Caisse Desjardins de Beloeil-Mont-Saint-Hilaire

Trade Union Non Syndiqué

Unposting Date 2022-02-27

Job Family Member/client sales and service (FG)

Click Here to Apply

Source: