Personal Finance Advisor Full Time

Job Level

NV-06

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. 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.

General Information on the Position

Main responsabilities

• 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

Other working condition

Number of job available : 1
Qualifications

• College diploma in a related field
• Bachelor’s degree in Business Administration or in a related field (an asset)
• A minimum of 2 years of relevant experience

Other combinations of qualifications and relevant experience may be considered. For example, experience in sales consulting or business development in any industry may be considered relevant experience.

• For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

• 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

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy