Job Description

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 Level NV-06

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 mainly of individual members. 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.

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 condition

Number of jobs available : 1

Qualifications

College diploma in a related field

A minimum of 1 year of relevant experience

Please note that other combinaisons of qualifications and relevant experience may be considered

Hold a mutual fund representative certificate - Autorite des marches financiers

For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Knowledge of financial, economic, political and legislative news

Knowledge of all the products and services available to Caisse members and those offered by Desjardins Business Centres, components, and Desjardins and competitor distribution networks

Knowledge of debt management

Knowledge and notions of compliance with laws on the distribution of financial products and services

Knowledge of the philosophy and operations of a financial services cooperative

Knowledge of policies, legislation and standards related to products and services offered by the Caisse

Knowledge of the Desjardins business process and service standards

Knowledge of evaluation and follow-up techniques for a financing application for individuals

Independent speaker, upper intermediate knowledge of English

Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job Communicates effectively, Drive results, Interpersonal Savvy, Persuades

Work Location Caisse Desjardins du Quartier-Latin de Montreal

Trade Union CAISSE DU QUARTIER-LATIN DE MTL (T: 30008)

Unposting Date 2022-09-28

Job Family Member/client sales and service (FG)

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.