Personal Finance Advisor

Job content

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 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 job available : 1
  

Qualifications

• College diploma in a related field
• A minimum of 2 years of relevant experience
• Bachelor’s degree in a related field (an asset)
  

Please note that other combinations of qualifications and relevant experience may be considered. For example, experience in sales consulting or business development in any industry may be considered relevant experience.

• 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

• For example, experience in sales consulting or business development in any industry may be considered relevant experience.
• Knowledge of current financial, economic, political and legislative events
• 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
• Debt management
• Notions of compliance with legislation respecting the distribution of financial products and services
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Policies, legislation and standards related to products and services offered by the caisse
• Desjardins business processes
• Service standards
• Techniques used to assess and monitor individual financing applications
• Strategy recommendation and analysis applications
• Desjardins applications
• Caisse intranet portal
• Sales and client management reports
• Insurance products (financing and savings)
• Savings and investment products
• Consumer and mortgage financing products
• Convenience products and services
• Youth products
• Estate settlement
  

Desjardins Cross-sector Skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins Godefroy

Trade Union

Non Syndiqué

Unposting Date

2021-09-9

Job Family

Member/client sales and service (FG)