Personal Finance Advisor
Desjardins
201, Boul. Labelle, Sainte-Thérèse, CA
2d ago

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-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

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 conditions

  • Number of job available : 1
  • Qualifications

  • Bachelor's degree
  • A minimum of one year of relevant experience
  • Please note that other combinaisons of qualifications and relevant experience may be considered

  • 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

    Collaborates, Drive results, Interpersonal Savvy, Resilient

    Report this job
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    Apply
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Continue
    Application form