Videos - Personal finance advisors

Personal Finance Advisor

  • The work arrangement for the position is hybrid work
  • Saint-Hyacinthe
  • Full time
  • Regular position
  • R2407263
  • Job Offer

    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

    Benefits apply based on eligibility criteria.

    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)

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

    If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

    Job Family

    Member/client sales and service (FG)

    Unposting Date

    2024-07-26

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    Who we are?

    Desjardins Group is not only North America’s strongest financial institution, it has also been recognized as a Best Employer in Canada for several years now. Its 58,000 employees and 2,500 directors contribute to maintaining its leading position in online and mobile banking services.

    Desjardins Group is a corporate citizen that puts people first!For vacant positions available in Quebec, please note that knowledge of French is required.

    Desjardins values diversity and equity in the workforce and is committed to meeting the needs of people with disabilities by adapting the recruitment process, as needed. The jobs you found aren’t the right fit?

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