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Personal Finance Advisor
Desjardins. Advise members and clients on optimal financial strategies and collaborate with them to define expected outcomes .
About the role
Key responsibilities & impact- Advise members and clients on optimal financial strategies and collaborate with them to define expected outcomes
- Manage business relationships, evaluate member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay current on developments in the financial services industry, market trends and best practices in the field
- Participate in outreach activities and represent the caisse in the community
Requirements
What you’ll need- Bachelor’s degree in a related field
- Minimum of one year of relevant experience
- Mutual Fund Representative certification from the Autorité des marchés financiers (AMF)
- Proficiency in French is required
- Knowledge of current financial, economic, political and legislative developments
- Familiarity with products and services offered to caisse members, including those provided by Desjardins Business Centres, Desjardins components and distribution networks, and competitive offerings
- Debt management skills
- Basic knowledge 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
- Understanding of service standards
- Techniques for assessing and monitoring individual financing applications
- Competencies: Action Oriented, Customer Focus, Valuing Differences, Drive for Results, Interpersonal Savvy, Nimble Learning
Benefits
Comp & perks- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income in retirement
- Group insurance including telemedicine services
- Reimbursement for health and wellness expenses and telework equipment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
debt managementfinancial strategiesservice quality evaluationcompliance requirementsfinancial products knowledgefinancial services cooperativesfinancing application assessmentmarket trends analysisbest practices in financial services
Soft Skills
action orientedcustomer focusvaluing differencesdrive for resultsinterpersonal savvynimble learning
Certifications
Bachelor’s degreeMutual Fund Representative certification