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-05

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.

General Information on the Position

Main responsibilities

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.

Other working condition

Number of jobs available : 3

Qualifications

College diploma in a related field

A minimum of one year of relevant experience

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

Hold a licensed mutual fund representative

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

Knowledge of 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

Knowledge of the integration of financial data into computer systems

Knowledge of debt management

Knowledge of compliance with legislation respecting the distribution of financial products and services

Understanding of the philosophy and fundamentals of financial services cooperatives

Knowledge of policies, legislation and standards related to products and services offered by the caisse

Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes

Knowledge of service standards

Knowledge of the techniques used to assess and monitor individual financing applications.

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

Key competencies for the job Drive results, Interpersonal Savvy

Work Location Caisse Desjardins des Patriotes

Trade Union Non Syndiqué

Unposting Date 2021-08-4

Job Family Member/client sales and service (FG)

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