Job Description

As a personal finance advisor, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure theyxe2x80x99re satisfied. Your role is to listen to membersxe2x80x99 and clientsxe2x80x99 needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. In support of your advisor colleagues, you handle the financing and insurance needs of members and clients. You seize opportunities by providing members and clients with advice and support to optimize how available new technologies and different distribution channels are used, while protecting their interests and keeping them happy. Interpersonal savvy is therefore essential. You drive results by recommending and selling 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:Help members and clients set goals and advise them on the best strategies.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 be present in the communityWhat we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment

• Benefits apply based on eligibility criteria.

What you bring to the tableCollege diploma in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate xe2x80x93 Autoritxc3xa9 des marchxc3xa9s financiersKnowledge of French is requiredKnowledge of current financial, economic, political and legislative eventsDebt managementNotions of compliance with legislation respecting the distribution of financial products and services Drive results, Interpersonal Savvy#LI-HybridTrade Union CAISSE DE LA TUQUE (T: 10103)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 2024-11-29

Desjardins