Job Description

As a personal finance advisor, youre responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure theyre 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 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. More specifically, you will be required to :
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 - Autorit\xc3\xa9 des march\xc3\xa9s financiers
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
Policies, legislation and standards related to products and services offered by the caisse
Techniques used to assess and monitor individual financing applications
Available for frequent travel within the Caisse territory.
Available to work on Tuesday or Wednesday evenings until 8pm. Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
#LI-Onsite
Trade Union Caisses et Centres du SLSJ - CSN
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family Member/client sales and service (FG)
Unposting Date 2024-07-8