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.
NV-07As 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 provide financing solutions for affluent individuals and business owners. Interpersonal savvy is therefore essential.
You drive results by recommending loans and insurance products. You serve as a financing expert advisor and resource person.
You ensure that cross-sector strategies are applied to financing and authorize credit in accordance with established rules.
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
Please note that other combinaisons of qualifications and relevant experience may be considered
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Collaborates, Drive results, Interpersonal Savvy, Resilient