Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Roberval • Canada
Visit company websiteExplore more
About the role
- 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.
Requirements
- College diploma in a related field
- A minimum of two 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.
- Knowledge of 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.
- Knowledge of the integration of financial data into computer systems.
- Knowledge of debt management.
- Knowledge of compliance with legislation respecting the distribution of financial products and services.
- Understanding of the philosophy and fundamentals of financial services cooperatives.
- Knowledge of policies, legislation and standards related to products and services offered by the caisse.
- Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes.
- Knowledge of service standards.
- Knowledge of the techniques used to assess and monitor individual financing applications.
- Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial data integrationdebt managementcompliance with financial legislationinvestment proceduresfinancing application assessment
Soft skills
customer focusinterpersonal savvyaction orienteddrive resultsnimble learning
Certifications
mutual fund representative certificate