At a Glance
- Tasks: Help clients achieve their financial goals through personalized advice and relationship building.
- Company: Join a leading financial services provider committed to diversity and inclusion.
- Benefits: Enjoy competitive salary, flexible vacation, pension plan, and wellness reimbursements.
- Other info: Dynamic workplace with a focus on equity, diversity, and community engagement.
- Why this job: Make a real difference in people's lives while growing your career in finance.
- Qualifications: Bachelor's degree and relevant experience; French knowledge is a must.
The predicted salary is between 63000 - 77000 $ per year.
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
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.
Equity, Diversity, Inclusion and Accessibility: 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!
Personal Finance Advisor in Victoriaville employer: Relevance
Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.
