Mode Jobs in Hawkesbury, ON
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Mode • hawkesbury on
Conseiller ou conseillère, Finances personnelles
DesjardinsHawkesbury- Promoted
Technicien(ne) en comptabilité, Certification et comptabilité
MNPHawkesbury, Prescott and Russell Counties, Canada
Conseiller principal en communication interne
Medavie Blue CrossON, CA- Promoted
Conseiller ou conseillère, Finances personnelles
CSEPRHawkesbury, Prescott and Russell Counties, CanadaConseiller ou conseillère, Finances personnelles
DesjardinsHawkesbury- Full-time
The work mode arrangement for the position is full-time on site
As a personal finance advisor at , 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 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
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 from the Ontario Securities Commission
Knowledge of French is required
Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and / or clients
Knowledge of current financial, economic, political and legislative events
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
LI-Onsite
Trade Union (If applicable)