Desjardins

Personal Finance Advisor

Desjardins

full-time

Posted on:

Location Type: Hybrid

Location: Saint-Jérôme • Canada

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Job Level

Junior

About the role

  • Develop and maintain lasting and trusting business relationships with members and clients
  • 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 (AMF)
  • 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
  • Debt management
  • Understanding of compliance requirements for 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
  • Familiarity with Desjardins business processes
  • Service standards
  • 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
debt managementcompliance requirementsfinancial productsfinancial servicesservice standardsassessment techniquesmonitoring financing applications
Soft Skills
relationship managementclient satisfactioncommunicationadvisory skillsproblem-solving
Certifications
Bachelor's degreeMutual fund representative certificateAutorité des marchés financiers (AMF)