Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Office
Location: Mont-Tremblant • Canada
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About the role
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions
- Work closely with a client base consisting of young people and individual members
- Drive results by recommending investments, loans and insurance products
- Serve as a financing expert advisor and resource person for the caisse
- Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
- Work with various partners and experts to design integrated strategies that meet the needs of members and clients
Requirements
- College diploma in a related field
- A minimum of two years 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, 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
- Knowledge of service standards
- Knowledge of the techniques used to assess and monitor individual financing applications
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
financial data integrationdebt managementinvestment strategiesfinancing activitiesrisk managementfinancial product distributionclient needs assessmentservice standardsfinancial analysiscompliance knowledge
Soft Skills
relationship buildingadvisory skillscommunicationproblem-solvingclient satisfaction focuscollaborationtrust buildingbusiness acumenresults-drivenadaptability
Certifications
mutual fund representative certificatecollege diploma in related field