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
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
#MVT4
Personal Finance Advisor • Laurent,Saint,Cartierville,Caisse Desjardins de Bordeaux
FINANCE BUSINESS ADVISOR Hybrid – Primary Remote, Ottawa, ONCONTRIBUTING TO THE CMPA The Finance department supports the CMPA’s mission and goals by safeguarding the Association’s assets through ac... Show more
What’s holding you back from building your ow n business? Take control of your life and determine your ow n success.Enjoy financial independence and work life balance.As a Sun Life Financial adviso... Show more
TD is seeking a Personal Banker for future opportunities in Downtown/Brossard, Montreal.The role focuses on connecting with customers to assist them in achieving their financial goals through sound... Show more
A leading financial institution is looking for a Personal Banking Associate in Montreal to support customers and offer financial advice.This role involves collaborating with team members, welcoming... Show more
Une institution financière majeure recherche un(e) Associé(e) en services bancaires personnels à Montréal.Les responsabilités incluent l'engagement avec les clients pour leurs opérations bancaires ... Show more
Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping client... Show more
Shape customer financial futures as a Personal Banker dedicated to personalized investment and banking solutions.Connect deeply with clients to enhance their financial confidence and loyalty.As a P... Show more
About Us: Led by Camille Estephan, Diligence Wealth Management has earned recognition as the top-performing office within the Manulife Wealth Inc.Canada, consistently, and by a wide margin.That lev... Show more
A career as an expert advisor in the team of the Centre d'expertise de Gestion privée 1859, at National Bank, means acting as a financial planner and tax specialist for GP1859's clients.This job al... Show more
Led by Camille Estephan, Diligence Wealth Management has earned recognition as the top-performing office within the Manulife Wealth Inc.Canada, consistently, and by a wide margin.That level of perf... Show more
A career as an expert advisor in the team of the Centre d'expertise de Gestion privée 1859, at National Bank, means acting as a financial planner and tax specialist for GP1859's clients.This job al... Show more
Join a growing team in Laval as a Financial Advisor specializing in Investment and Financing.Your mission will be to address client needs with precision and optimize their financial well-being.As a... Show more
Become a successful entrepreneur?.Play a defining role in people's lives?.To be recognized for your consulting service?.Go ahead, take charge of your professional future!.Becoming a financial secur... Show more
Senior Account Advisor - Personal Lines.Be among the first 25 applicants.Senior Account Advisor - Personal Lines.We are seeking a talented individual to join our Account Management team at Marsh as... Show more
Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America.Let your career take flight by joining our diverse and vibrant team at the... Show more
Start your journey as a Personal Banker Trainee.Learn customer service excellence and personalized advising strategies in a bustling banking environment.In this foundational role, you'll focus on h... Show more
Insolvency Advisor, Personal Debt Solutions page is loaded## Insolvency Advisor, Personal Debt Solutionslocations:Ottawa - Queensview Drive:Ottawa - Montreal Roadtime type:Temps pleinposted on:Publ... Show more
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 li... Show more
A major Canadian bank is seeking an Investment and Personal Banking Specialist in Montreal.The role focuses on building strong customer relationships and providing expert financial advice to client... Show more
A leading financial institution in Montreal, Quebec, is seeking a dedicated Financial Advisor to enhance client relationships and achieve sales targets.The role involves building comprehensive fina... Show more
){kind=logo}
