Personal finance advisor - assigned clientele - Jobs in Matane, QC

Job Description

At Desjardins, we believe in equity, diversity and inclusion. Were committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.If theres something we can do to help make the recruitment process or the job youre applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!Job LevelNV-06As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied.Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. In support of your advisor colleagues, you handle the financing and insurance needs of members and clients. You seize opportunities by providing members and clients with advice and support to optimize how available new technologies and different distribution channels are used, while protecting their interests and keeping them happy. Interpersonal savvy is therefore essential.You drive results by recommending and selling loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management.You work with various partners and experts to design integrated strategies that meet the needs of members and clients.General Information on the PositionMain responsibilities

• Help members and clients set goals and advise them on the best strategies.
• 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 be present in the community

Other working condition

• Number of job available : 1

Qualifications

• College diploma in a related field
• A minimum of two years of relevant experience
• A bachelors degree in business administration or related field (an asset)

Please note that other combinaisons of qualifications and relevant experience may be considered

• For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

• Knowledge of financial, economic, political and legislative news
• Knowledge of all the products and services available to Caisse members and those offered by Desjardins Business Centres, components, and Desjardins and competitor distribution networks
• Knowledge of debt management
• Knowledge and notions of compliance with the laws governing the distribution of financial products and services
• Knowledge of the philosophy and operations of a financial services cooperative
• Knowledge of policies, legislation and standards related to products and services offered by the Caisse
• Knowledge of the Desjardins business process and service standards
• Knowledge of evaluation and follow-up techniques for a financing request to individuals

Desjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobDrive results, Interpersonal SavvyWork Location289, rue du Bon-Pasteur MataneTrade UnionCAISSE LA MATANIE (T: 60024)Unposting Date2022-09-12Job FamilyMember/client sales and service (FG)Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.Quick Apply

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