Conseiller ou conseillère, Finances personnelles

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

#LI-Hybrid

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

Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors

Knowledge of debt management principles

Familiarity with legal compliance requirements for the distribution of financial products and services

Understanding of the philosophy and operation of financial services cooperatives

Knowledge of policies, legislation and standards related to caisse products and services

Knowledge of the Desjardins business process and service standards

Understanding of the techniques to assess and follow up on a personal financing application

Available for travel in the different service points

Drive results, Interpersonal Savvy

Trade Union (If applicable)