Personal assistant Jobs in Saint-Hyacinthe, QC
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Personal assistant • saint hyacinthe qc
Personal Finance Advisor
DesjardinsHyacinthe,Saint
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- New!
Personal Finance Advisor
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BMOCAN,QC,Richelieu,sur,Jean,St){kind=logo}
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executive assistant
Garage HouleSaint-Hyacinthe, QC, CAPersonal Finance Advisor
DesjardinsHyacinthe,Saint- Full-time
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 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 – Autorité des marchés financiers
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
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
Techniques used to assess and monitor individual financing applications
Drive results, Interpersonal Savvy
LI-Hybrid
Trade Union
CAISSE RÉGION DE SAINT-HYACINTHE (T : 90044)