Remote type: The work arrangement for the position is hybrid work.
Location: Acton Vale.
Time type: Full time.
Posted on: Posted 2 Days Ago.
Job requisition ID: R2412990.
Job Description
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. 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.
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.
What We Offer
* Competitive salary and annual bonus.
* 4 weeks of flexible vacation starting in the first year.
* Defined benefit pension plan that provides predictable, stable income throughout retirement.
* Group insurance including telemedicine.
* Reimbursement of health and wellness expenses and telework equipment.
Benefits apply based on eligibility criteria.
What You Bring to the Table
* Bachelor's degree in a related field.
* A minimum of one year of relevant experience.
* Please note that other combinations of qualifications and relevant experience may be considered.
* Mutual fund representative certificate – Autorité des marchés financiers.
* Knowledge of French is required.
* 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, components, and distribution networks, as well as those of competitors.
* Knowledge of debt management principles.
* Familiarity with legal compliance requirements for the distribution of financial products and services.
* Understanding of the philosophy and operation of financial services cooperatives.
* Knowledge of policies, legislation, and standards related to caisse products and services.
* Knowledge of the Desjardins business process and service standards.
* Understanding of the techniques to assess and follow up on a personal financing application.
* Available 5 days a week, including one evening.
About Us
Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and were named one of Canada's top employers in 2024 by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.
Pursuing a career at Desjardins means being part of an organization that puts people first.
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