Personal Finance Advisor – Assigned Clientele

Job Overview

Job ID: 34654
  • Company Name Desjardins
  • Job Start Date Tue, 25 Jan 2022 05:14:26 GMT
  • Job Type Full Time - Permanent
  • Job Source Careerjet

Job title: Personal Finance Advisor – Assigned Clientele

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 – assigned clientele, 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

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 location: The work mode applicable to the position is the hybrid #LI-Hybrid

Number of jobs available : 1

Qualifications

College diploma in a related field

A minimum of two years of relevant experience

Bachelor’s degree in business administration (an asset)

Please note that other combinations of qualifications and relevant experience may be considered, for example, any consulting sales and business development experience in any type of industry may be recognized as relevant

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

Specific knowledge

Knowledge of financial, economic, political and legislative news

Knowledge of all the products and services available to Caisse members and those offered by Desjardins Business Centres, components, and Desjardins and competitor distribution networks

Knowledge of debt management

Knowledge and notions of compliance with laws on the distribution of financial products and services

Knowledge of the philosophy and operations of a financial services cooperative

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

Knowledge of the Desjardins business process and service standards

Knowledge of evaluation and follow-up techniques for a financing request to individuals

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

Key competencies for the job Drive results, Interpersonal Savvy

Work Location Caisse Desjardins du Mont-Saint-Bruno

Trade Union

Unposting Date 2022-02-3

Job Family Member/client sales and service (FG)

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