Desjardins

Personal Finance Advisor

Desjardins

full-time

Posted on:

Location Type: Hybrid

Location: Blainville • Canada

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Job Level

Junior

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

  • Bachelor's degree in a related field
  • A minimum of one year of relevant experience
  • 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, 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
  • Available for travel in the different service points
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 & Tools
debt management principlesfinancial products knowledgeservice quality assessmentclient satisfaction assessmentfinancial services compliancefinancial services cooperatives operationpersonal financing application assessmentmarket trends analysisoutreach activities participation
Soft Skills
advisingrelationship managementcommunicationproblem-solvingcommunity representation
Certifications
Bachelor's degreeMutual fund representative certificate