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Personal Finance Advisor
DesjardinsPersonal Finance Advisor responsible for advising clients on financial strategies at Caisse Desjardins. Building relationships and providing tailored financial solutions to meet client goals.
About the role
Key responsibilities & impact- 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
What you’ll need- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Knowledge of French is required
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
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Soft Skills
business relationship managementclient satisfaction assessmentservice quality improvementadvisory skillsoutreach activitiescommunity representationtrust buildingstrategic planningcommunication skillsinterpersonal skills
Certifications
Bachelor's degree