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Personal Financial Advisor
Desjardins. Meet the savings and credit needs of members, including mortgages.
About the role
Key responsibilities & impact- Meet the savings and credit needs of members, including mortgages.
- Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
- Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals.
- Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients’ needs.
- Proudly represent our financial institution to our partners and the public by participating in community activities.
Requirements
What you’ll need- Passionate about finance
- Motivated by connecting with others
- Naturally good at supporting people in their life projects
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship managementcustomer satisfaction assessmentservice quality improvementfinancial advisinggoal settingcommunicationcommunity engagementmotivational supportpersonalized strategy developmentmarket trend analysis