Personal Finance Advisor – Retirement
Desjardins
Montréal
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 LevelNV-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. Caisse Desjardins de Sault-au-Récollet-Montréal-Nord, a financial cooperative, made up of over 52,000 members, manages a business volume of $3.

5 billion and is well established in its sector. The caisse is known for its team’s dedication to the development and success of members’ projects.

Our team’s drive, experience and multiculturalism are what allow us to position ourselves as the financial institution of choice.

Employees of Caisse Desjardins de Sault-au-Récollet-Montréal-Nord are central to its actions and skills development is one of our top priorities.

Our team focuses on achieving the caisse’s objectives as well as client satisfaction, and is supported by a dynamic board of directors.

All our actions are aligned to make a positive difference for our members and clients and thus, as a team, to make our mark together! Main responsabilities 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 Schedule (details) : Monday to Friday.

Be available to work 1 evening shift / week. Saturdays are on a rotating basis (6 Saturdays / year) Workplace : Ste-Colette Service Center (5640, boul.

Léger, Montreal North) and Henri-Bourassa (2612, Henri-Bourassa East, Montréal) Number of jobs available : 2 Qualifications College diploma in a related field A minimum of 1 year of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Hold a mutual fund representative certificate Autorité des marchés financiers 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 skillsAction oriented, Collaborates, Customer Focus, Innovation Key competencies for the jobDrive results, Interpersonal Savvy Work LocationCaisse Desjardins de Sault-au-Récollet-Montréal-Nord Trade UnionCAISSE DE SAULT-AU-RÉCOLLET MONTRÉAL-NORD (T : 30513) Unposting Date2020-10-26 Job FamilyMember / client sales and service (FG)

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