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
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
Drive results, Interpersonal Savvy
LI-Hybrid
Trade Union
CAISSE DU CENTRE-SUD GASPÉSIEN (T : 40023)
GIS Advisor, Advantage Program | Conseillère ou conseiller du programme Avantages SIG
Sous la responsabilité du gestionnaire, Programme Avantages (PA), la conseillère ou le conseiller de programme tirera profit de son expérience en expertise-conseil et de ses connaissances sur les logiciels d’Esri pour collaborer avec les intervenants des clients du PA dans le but de définir et de co...
Conseiller ou conseillère, Finances personnelles
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. Defined benefit pension plan that provides pr...
GIS Advisor, Advantage Program | Conseillère ou conseiller du programme Avantages SIG
Able to motivate, coordinate and lead a group of multidisciplinary team members5 or more years’ experience implementing or applying GIS concepts using Esri technology in various customer environmentsStrong knowledge/experience with Esri Enterprise software offerings in desktop, server, and online/we...
JD Edwards Manufacturing Consultant
JD Edwards Manufacturing Consultant.Required Technical and Professional Expertise:.At least two full cycle JDE project implementation with at least 5 years of JD Edwards 8.Experience in large scale implementation of .Shop Floor, PDM, Material, Capacity Planning, Product Costing, MRP, Forecasting, & ...
Freight Broker Agent
Lot Logistics is a logistics solutions provider specializing in Over The Road (OTR) transportation services across Canada and the United States of America.We prioritize efficient and reliable transportation solutions for our clients, ensuring seamless operations.This is a full-time remote role for a...
Décolleteur Multi Tornos à Cames Poste Expatriation Canada H/F
Acti'v Emploi est un Groupe familial d'agences de travail temporaire à taille humaine, à l'esprit positif et convivial Avec plus de 15 ans d'actions RH en Haute-Savoie, nous connaissons le territoire et ses problématiques comme notre poche.Notre challenge quotidien : trouver la juste adéquation entr...
First Officer Challenger 3500, Dorval, Canada
Passionate about aviation? Do you love taking on challenges and excelling in your field?.Starlink Aviation is seeking an exceptional First Officer to fly a Challenger 3500 for charter operations.This role involves working with a client owner, based in Dorval, Montreal.Join our dynamic team and exper...
First Officer, (CRJ) Overseas Rotational - 109, 272
What is Voyageur Aviation Corp.Unfamiliar with what we do? No worries, we've got you covered!.We are an integrated provider of specialized aviation services, including, advanced engineering and maintenance capabilities, part sales and logistics management, aircraft leasing, and contract flying opera...
First Officer Challenger 604, Dorval, Canada
Starlink Aviation is looking for a captain and a first officer for a Challenger 604 in corporate operations, used by an owner client, based in Dorval, Montreal.Reporting to Starlink Aviation's Operations Manager, your role will be to safely plan and manage all of your international flights, in close...
Client Success Specialist
Who We AreFlexPay is the first to market and global leader in failed payment recovery.Our outstanding success is built upon a solid foundation of exceptional culture, adherence to our values, and an innovative AI-driven approach to solving this trillion-dollar problem.FlexPay helps subscription busi...