Personal Finance Advisor

Overview

Be among the first 25 applicants. The work mode arrangement for the position is full-time on site.

Responsibilities

• As a personal finance advisor, develop and maintain lasting and trusting business relationships with members and clients to ensure satisfaction.
• Listen to members’ and clients’ needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals.
• Work closely with a client base consisting mainly of individual members and businesses; demonstrate interpersonal savvy.
• Drive results by recommending investments, loans, and insurance products while balancing member / client satisfaction, business objectives, profitability, and prudent risk management.
• Collaborate with partners and experts to design integrated strategies that meet the needs of members and clients.
• 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 the field.
• Participate in outreach activities and represent the caisse in the community.

What we offer

What you bring to the table

About Desjardins

We’re committed to equity, diversity and inclusion. We welcome, respect and value people for who they are, learning from differences and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. We can provide accommodations at any stage in the recruitment process.

Job Details

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