Job Description

As a personal finance advisor, you\xe2\x80\x99re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they\xe2\x80\x99re satisfied. Your role is to listen to members\xe2\x80\x99 and clients\xe2\x80\x99 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 resultsManage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvementStay up-to-date on the financial services industry, market trends and best practices in your fieldParticipate in outreach activities and represent the caisse 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 tableBachelor\'s degree in a related fieldA minimum of one year of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate \xe2\x80\x93 Autorit\xc3\xa9 des march\xc3\xa9s financiersKnowledge of French is requiredKnowledge of current financial, economic, political and legislative eventsAll products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitorsNotions of compliance with legislation respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesTechniques used to assess and monitor individual financing applications Drive results, Interpersonal Savvy#LI-HybridTrade Union CAISSE DU HAUT-RICHELIEU (T: 90042)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 2024-09-15

Desjardins